BFor the Wall Street Journal, Peter Rudegeair and Peter Santilli report on the trillions (with a t ) of dollars slated for later spending by big tech :
Nine top tech companies had some $3 trillion of off-balance-sheet commitments mostly related to AI, according to a Wall Street Journal analysis of footnotes in their most recent securities filings. Those obligations are growing faster than traditional “capex,” which totaled about $600 billion over the past year they reported, and were about triple what the companies owe under their outstanding leases and long-term borrowings.
That is a lot of money.
Mostly, the triangle Voronoi treemap caught my eye. It’s been a while since I’ve seen one of those. I wish they had shown all $3 trillion of commitments to match the headline instead of just the four companies. The math threw me off for a second.
Tags: spending , technology , Wall Street Journal
Trillions of dollars in AI spending not in the balance sheet yet
For the Wall Street Journal, Peter Rudegeair and Peter Santilli report on the trillions (with a t ) of dollars slated for later spending by big tech : Nine top tech companies had some $3 trillion of off-balance-sheet commitments mostly related to AI, according to a Wall Street Journal analysis of footnotes in their most recent securities filings. Those obligations are growing faster than traditional “capex,” which totaled about $600 billion over the past year they reported, and were about triple what the companies owe under their outstanding leases and long-term borrowings. That is a lot of money. Mostly, the triangle Voronoi treemap caught my eye. It’s been a while since I’ve seen one of those. I wish they had shown all $3 trillion of commitments to match the headline instead of just the four companies. The math threw me off for a second. Tags: spending , technology , Wall Street Journal
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