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Big Tech accused of hiding $300B in AI exposure via guaranteesSeeking Alpha flags the guarantees as a hidden risk for investors
2 Sep 20 9:14 AM · 5d ago · 32 articles · 21 posts · 5 comments · 7 sources · development 2 of 2
Seeking Alpha's coverage of the FT report frames the off-balance-sheet guarantee structures as a potential hidden risk, since investors cannot fully assess the size of AI-related obligations from reported financials.
Big Tech companies Subjects of the reportInvestors Affected party
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What was reported 1 claim about this development
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first by Seeking Alpha, 5d ago
What people said 13 voices · best of 15 · verbatim
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“.. Bernstein analysts put out a report this month that projected about 35% of the planned North American data center pipeline will ultimately get built.” 👀 @bloomberg.com
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the point of the AI bubble is to have a VC bubble party and do all the awful financial enginering you've been really wanting to https://www. ft.com/content/7f11afae-c4e3-4 054-a65b-873f3647f563 archive:
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Why are people such big opponents of the AI buildout?I generally don't see many cons to it.1. Big tech was just using profits to buy back shares before AI build out. Would you rather they buy back shares with their profits or finance the AI build out?2. If there is an AI bubble, great, when it pops, we'll all have ultra cheap tokens and we'll have…
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Financing the AI buildout will total $10.3 trillion from 2025-2032, or an average of 3.63% of US GDP each year: study. That “would be larger relative to the economy than the major US canal, railroad, electrification, highway, & telecom investment booms
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It's not a bet, it's a takeover. A private interest business group has taken over the US and is burning the dollar to the ground.
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My @wsj.com colleagues put AI-related spending in context with America's earlier large infrastructure buildouts. It's massive. (Gift link.)
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"... the gist is that AI is already year over year the biggest infrastructure build in American history, dwarfing the US highway system, the data transmission build out for the internet, canals and being substantially bigger than the railroad buildout in the years after the Civil War. And by many measures the entire economy is now dominated by AI…
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The headline invites the reader to think these liabilities are concealed from investors, but they're not. Deeper in the article it talks about how credit-rating agencies explicitly includes in their modeling.The guarantee allows lenders to behave partly as though they're lending to NVIDIA, Meta or Broadcom rather than to an AI startup or…
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The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet. —
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‘That is a staggering 3.6% of gross domestic product a year, on average. Never before has the U.S. economy been so dependent on the build-out of a single industry.’ The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History (gift) https://www. wsj.com/economy/the-ai-build-o…
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> but is who ultimately owns the downside risk of the AI infra boom?The US taxpayer for the inevitable corporate bailouts.
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AI Risk Is Hard to Avoid for Institutional Investors https://www. bloomberg.com/news/newsletters /2026-09-21/ai-risk-is-spreading-across-stocks-pension-funds-bonds-and-private-markets?utm_source=flipboard&utm_medium=activitypub Posted into Bloomberg Television @ bloomberg-television-bloomberg
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"Big Tech companies are rapidly expanding their use of guarantees to back debt for AI data centres and chips, issuing up to $300bn in commitments in less than a year while recording little of that exposure on their balance sheets." Big Tech uses guarantees to ke...
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