GenAI FOMO has spurred businesses to light nearly $40B on fire

Re:GenAI FOMO has spurred businesses to light nearly $40B on... by OtherShrezzing on Tuesday August 19, 2025 @02:46AM (#44948909)

Their recent filings show that they’re planning $100bn/yr in AI expenditures as early as 2027. They’re raising debt, rather than spending from revenues, because they get a better multiplier there.

They’re also acting as a guarantor to lots of infrastructure project - meaning the debt is their responsibility, but not on their books.

If the creditworthiness of any of the hyperscalers slip, even a tiny amount, the tech and banking sectors are in some hot water.

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Re:GenAI FOMO has spurred businesses to light nearly $40B on... by impossiblefork on Tuesday August 19, 2025 @05:37AM (#44949847)

Ah, I see.

But 100 billion is still on the order of the current profit of each. I suppose with interest, if it's sustained over time it could be a problem though.

[ Parent | on HN ]