Finance Bureau(@FinanceBureau_):💵BIG TECH: Big Tech’s AI bill is FAR BIGGER than its balance sheets show. Goldman Sachs puts off-balance-sheet commitments at the five hyperscalers, Nvidia, Broadcom and SpaceX at about $4.11 trillion. The debt and leases these companies actually report total around $1 trillion. That gap will narrow. Most hyperscaler leases haven’t started yet, and Goldman says about $685 billion comes due by the end of 2027.

Finance Bureau

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Finance Bureau@FinanceBureau_

2026.11.10 12:00

💵BIG TECH: Big Tech’s AI bill is FAR BIGGER than its balance sheets show. Goldman Sachs puts off-balance-sheet commitments at the five hyperscalers, Nvidia, Broadcom and SpaceX at about $4.11 trillion. The debt and leases these companies actually report total around $1 trillion. That gap will narrow. Most hyperscaler leases haven’t started yet, and Goldman says about $685 billion comes due by the end of 2027.