S&P Global Ratings Executive Says Hyperscaler AI Debt May Be Understated

Mark Habib, S&P Global Ratings' global head for digital infrastructure, said large technology companies may have AI-related debt beyond the ratings agency's view, and S&P has not estimated the additional exposure. He made the remarks at a London roundtable on Oct. 19. “It is safe to assume that there is more (debt) out there that we are not seeing,” Habib said. Habib cited financing arrangements in which hyperscalers effectively back large data-center construction or smaller AI companies. He did not identify the companies involved or quantify the potential liabilities.

Source: TokenPost