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A comment on US tech giants' hidden AI debt swells 90% to $3.2T in 6 months. Parent comment

Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by echelon on Tuesday November 03, 2026 @08:55PM (#50360679)
But then they wouldn't be infinite growth tech giants. They'd be value investing.
[ Parent | on HN ]
Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by ptero on Tuesday November 03, 2026 @09:39PM (#50360920)
A company with over a trillion dollar in market cap is extremely unlikely to be a high growth business. They are (or at least were, before their recent splurge on AI) very profitable businesses, often trading at reasonable P/E. There is nothing wrong with staying in this model.
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by Danox on Wednesday November 04, 2026 @12:08AM (#50361697)
Microsoft is the odd man out the bag holder, it won’t be Apple, and it won’t be Google.
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by ptero on Wednesday November 04, 2026 @07:02AM (#50364408)
Sorry, I cannot parse this comment. Can you clarify?
[ Parent | on HN ]