RetroFed Forum
Your home away from modern life.
Big Tech is hiding $1.65tn in off-balance-sheet AI debt
Post Reply
AuthorMessage
chobeat lemmy.ml chobeat@lemmy.ml
Joined: 2019-06-08
Quote

30   Original
TrackinDaKraken lemmy.world DarrinBrunner@lemmy.world
Joined: 2025-02-26
#2 · Quote Reply

Is that all?

2
XLE piefed.social XLE@piefed.social
Joined: 2025-06-23
#3 · Quote Reply

Enron-esque indeed.

From the Nikkei report: This looks so bad. It's often been repeated but eventually these companies will have to pay the reaper.

Today's AI industry is partly supported by demand generated by circular investment. Nvidia and tech giants invest in data center operators and AI companies, with that money then turning into GPU and cloud usage fees. Actual demand is difficult to see, increasing the likelihood of overinvestment in data centers.

9
Post Reply
Back to top