US tech giants' hidden AI debt swells 90% to $3.2T in 6 months

Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by mannanj on Tuesday November 03, 2026 @08:53PM (#50360666)

I have an example. Greater than 90% of knowledge workers in tech now are required and expected to use AI. If they aren't, their job prospects are at high risk.

That's an exposure in the Party A-Party D frame is it not?

[ Parent | on HN ]

Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by Dylan16807 on Tuesday November 03, 2026 @09:24PM (#50360827)

I don't think so. If AI gets really expensive and/or proves to be useless, those requirements will go away. And it's not the knowledge workers paying for those tokens either.

[ Parent | on HN ]

Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by jpardoe on Wednesday November 04, 2026 @01:44AM (#50362178)

It doesn’t seem like it to me. Explain?

[ Parent | on HN ]

Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by credit_guy on Wednesday November 04, 2026 @07:16AM (#50364542)

The parent was talking specifically about debt instruments, not about knowledge in general. He didn't mention it by name, but he was describing CDO-squared. There's nothing like that happening now, at least not yet.

[ Parent | on HN ]