S&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to data centres and smaller AI firms. Despite rising concerns around AI infrastructure debt, the agency saw no immediate need for rating changes, while flagging profitability and escalating investment as key risks.
S&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to data centres and smaller AI firms. Despite rising concerns around AI infrastructure debt, the agency saw no immediate need for rating changes, while flagging profitability and escalating investment as key risks.
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S&P Global warned that the world’s biggest technology companies could be carrying more AI linked liabilities than are currently visible, as the scale of spending on data centres and AI infrastructure continues to grow, according to a Reuters report.The warning came from Mark Habib, S&P Global’s Head for Digital Infrastructure, who said there was no need to change the agency’s ratings for now. However, he pointed to complex financing arrangements that could leave hyperscalers exposed to …
