Nikkei says five tech giants have $1.65 trillion in off-balance-sheet AI debt
ranaji55 · reddit · 2026-07-23
A Nikkei investigation says Alphabet, Microsoft, Amazon, Meta, and Oracle together have about $1.65 trillion in AI-related debt and obligations that do not show up on their balance sheets, versus $1.35 trillion officially reported.
- The hidden liabilities include GPU contracts, data center leases, and joint ventures that only count as debt once facilities go live.
- Meta's off-balance-sheet exposure is said to be $420 billion, roughly triple its reported debt.
- Oracle's hidden debt reportedly grew 30x in four years.
The piece is essentially a look at how the AI buildout is being financed through opaque infrastructure commitments.
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