A Nikkei Asia investigation, relayed by Futurism (22 July), aggregates the off-balance-sheet AI commitments of Alphabet, Microsoft, Amazon, Meta and Oracle: ~$1.65 trillion combined, versus $1.35T in reported debt. Meta alone accounts for ~$420B.
1 h ago 8 8
The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
12 h ago 8 9
After the ABB of $1.75 billion yesterday, SoftBank is reportedly close to arranging $40 billion in debt for OpenAI. The credit stack tied to AI capex is growing - and so is the counterparty risk.
yesterday 8 8
The first dedicated report on MCP security catalogs a debt that is growing faster than the ecosystem itself.
Jul 13, 2026 at 02:18 7 8
