US tech giants' hidden AI debt swells 90% to $3.2T in 6 months

313 points by angry_impala 7 hours ago on hackernews | 136 comments

Artificial intelligence

Google, Meta, others' commitments and obligations reach 80% of assets

20261103N AI data center

An Amazon data center in the U.S. state of Indiana. Tech giants are pouring money into such AI infrastructure. © Reuters

KOHEI YAMADA

November 4, 2026 05:02 JST

PALO ALTO, California -- U.S. tech giants' off-balance-sheet debt from artificial intelligence-related obligations continues to balloon, almost doubling in six months to about $3.2 trillion, with investors increasingly alarmed by seemingly unending spending.