US tech giants' hidden AI debt swells 90% to $3.2T in 6 months

U.S. tech giants' off-balance-sheet AI-related obligations have nearly doubled in six months to approximately $3.2 trillion, raising investor concerns about the sustainability of their massive spending commitments. These hidden debts now represent 80% of the companies' assets, reflecting their extensive investments in AI infrastructure and development. The rapid accumulation of these financial commitments has sparked alarm among investors over the seemingly endless capital expenditures in the AI sector.