AI's $1.65T Hidden Debt Problem
SMRTR summary
Major tech companies are quietly piling up $1.65 trillion in hidden debt through off-balance-sheet deals, unstarted leases, and GPU-backed loans to fund the AI buildout. Nvidia is even financing its own customers in a circular money loop, while the industry needs $2 trillion in annual revenue by 2030 but currently earns a fraction of that.
SMRTR provides this summary for quick context. The original article belongs to Hacker News.
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