Goldman Sachs estimates AI off-balance-sheet commitments hit $4.1 trillion
Photo: Crypto Briefing
Big Tech's data center promises now dwarf the debt that actually shows up on its balance sheets Goldman Sachs has put a number on Big Tech’s AI building spree, and it is a big one. The bank estimates that hyperscalers carry $3.6 trillion in lease and purchase commitments. Add Nvidia , Broadcom and SpaceX to the tally, and total off-balance-sheet commitments climb to about $4.11 trillion . Most of that money has not been spent yet, which is exactly why credit analysts are paying attention. The estimate comes from a report by Goldman Sachs credit strategist Amanda Lynam.
Source: Crypto Briefing
