Tech Giants Offered Up to $300B in Guarantees for AI Data Centers, Chips: FT
FinanceYF5 · x · 2026-09-24
Per the FT, tech companies have offered up to $300B in guarantees in under a year to back debt financing for AI data centers and chips, while Morgan Stanley pegs total off-balance-sheet commitments at over $3.1T across 7 hyperscalers and chip firms. Structures include minimum residual-value guarantees layered across buildings, chips, and leases via special-purpose vehicles—Meta ($41B), Broadcom for Anthropic ($29B), Nvidia for SB Energy ($105B). Risks remain if chips depreciate or tenants default.
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