Greg Ip
@greg_ip
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가입 January 2011
862 팔로잉 중 83.8K 팬
9 tech cos had~$3T of off-balance-sheet commitments, mostly AI-related, an analysis of securities filings shows, about triple what the companies owe under their outstanding leases and long-term borrowings. Eye-opening report by @rudegeair and @pswsj
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