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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by zenincognito on Tuesday November 03, 2026 @08:07PM (#50360368)
Althlough one might argue they are sitting on a lot of cash.
Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by repeekad on Tuesday November 03, 2026 @08:46PM (#50360619)
They're sitting on non-cancellable commitments from Anthropic and OpenAI, which once public will become the markets problem while employees and private equity walk home paid.
Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by deepsun on Tuesday November 03, 2026 @09:59PM (#50361047)
Not cash, but expectations of future revenues from AI.