Tracy Shuchart (𝒞𝒽𝒾 )(@chigrl):As their AI spending plans begin to outrun their cash flows, tech companies have become more focused on managing their balance sheets in order to keep their investment-grade credit ratings and maintain access to the deepest pools of low-cost corporate debt. Overall, Morgan Stanley analysts have tallied more than $3.1tn in off-balance-sheet commitments and credit support by seven hyperscalers and chipmakers. (FT)

Tracy Shuchart (𝒞𝒽𝒾 )

@chigrl

Senior Economist at NinjaTrader Live/NinjaTrader Group LLC. @NTLiveMedia CEO/Founder Hilltower Resource Advisors LLC. Substack: Renegade Resources

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Tracy Shuchart (𝒞𝒽𝒾 )@chigrl

2026.09.20 13:57

As their AI spending plans begin to outrun their cash flows, tech companies have become more focused on managing their balance sheets in order to keep their investment-grade credit ratings and maintain access to the deepest pools of low-cost corporate debt. Overall, Morgan Stanley analysts have tallied more than $3.1tn in off-balance-sheet commitments and credit support by seven hyperscalers and chipmakers. (FT)

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