Wall Street Journal ·

Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their ~$600B in reported capex

Massive spending commitments for data-center leases and chips aren't shown on companies' balance sheets

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Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their ~$600B in reported capex

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Wall Street Journal — Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their ~$600B in reported capex ↗

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