Debt of the biggest AI companies:
Amazon $AMZN: $132B
Oracle $ORCL: $125B
Alphabet $GOOGL: $123B
Meta $META: $84B
Broadcom $AVGO: $65B
Intel $INTC: $51B
Microsoft $MSFT: $40B
CoreWeave $CRWV: $36B
Dell $DELL: $35B
This is only bonds and loans.
Data center leases that have not started yet add $329B for Microsoft, $288B for Oracle and $279B for Meta.
Can the AI build keep running on debt?
Amazon $AMZN: $132B
Oracle $ORCL: $125B
Alphabet $GOOGL: $123B
Meta $META: $84B
Broadcom $AVGO: $65B
Intel $INTC: $51B
Microsoft $MSFT: $40B
CoreWeave $CRWV: $36B
Dell $DELL: $35B
This is only bonds and loans.
Data center leases that have not started yet add $329B for Microsoft, $288B for Oracle and $279B for Meta.
Can the AI build keep running on debt?