Markets
US tech groups’ off-balance-sheet AI obligations reach about $3.2tn
Nikkei Asia reports the total has almost doubled in six months and equals 80% of assets at Google, Meta and others.
Source published · In the Daily Brief of 4 November 2026
Filed under Markets, AI industry
Nikkei Asia reported that off-balance-sheet obligations tied to AI at US tech giants have swollen about 90% in six months to about $3.2tn, with commitments and obligations reaching 80% of assets at companies including Google and Meta.
The full analysis is behind a paywall. The report says investors are increasingly alarmed by the spending, and it follows Anthropic’s disclosure of $895.4bn of commitments in its amended filing.