Bull Theory(@BullTheoryio):Debt of the biggest AI companies: Amazon $AMZN: $132B Oracle $ORCL: $125B Alphabet $GOOGL: $123B Meta $META: $84B Broadcom $AVGO: $65B Intel $INTC: $51B Microsoft $MSFT: $40B CoreWeave $CRWV: $36B Dell $DELL: $35B This is only bonds and loans. Data center leases that have not started yet add $329B for Microsoft, $288B for Oracle and $279B for Meta. Can the AI build keep running on debt?

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参加 January 2017

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Bull Theory@BullTheoryio

2026.10.17 19:24

Debt of the biggest AI companies: Amazon $AMZN: $132B Oracle $ORCL: $125B Alphabet $GOOGL: $123B Meta $META: $84B Broadcom $AVGO: $65B Intel $INTC: $51B Microsoft $MSFT: $40B CoreWeave $CRWV: $36B Dell $DELL: $35B This is only bonds and loans. Data center leases that have not started yet add $329B for Microsoft, $288B for Oracle and $279B for Meta. Can the AI build keep running on debt?