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Big 5 AI ‘hyperscalers’ are increasingly using debt to fund their operations, Bank of America says | Fortune
All five companies generate more than enough cash to cover their operations, but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.
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fortune.com
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Big 5 AI ‘hyperscalers’ are increasingly using debt to fund their operations, Bank of America says | Fortune
All five companies generate more than enough cash to cover their operations, but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.
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More Big Tech company debt 'would increase the macro risks associated with the AI build-out,’ Goldman Sachs warns | Fortune
Amazon, Google, Meta, Microsoft, and Oracle have taken on $121 billion in new debt, year-to-date—quadruple the amount from the prior five years.