Hyperscaler off-balance sheet commitments hit $3.6T, up $500B in a month
GaryMarcus · x · 2026-10-04
Citing zerohedge data as of Sept 30, hyperscalers' off-balance sheet commitments have reached $3.6 trillion, a $500 billion increase in a single month, mostly tied to Nvidia purchases. The post suggests the figure could roughly 3x once upcoming 10-Q filings land. Gary Marcus shared it with the sarcastic comment "fine. totally fine.", signaling concern about ballooning debt behind the AI infrastructure buildout.
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