Report
Amazon, Microsoft, Google, Meta and Oracle reportedly amassed $2.8 trillion in off-balance-sheet commitments
The Information reports that developers are turning to infrastructure funds, sovereign investors and insurers for capital as traditional debt markets show signs of saturation.
TLDR
The Information reports that Amazon, Microsoft, Google, Meta and Oracle have amassed a combined $2.8 trillion in off-balance-sheet commitments as AI infrastructure spending accelerates. It says developers are turning to infrastructure funds, sovereign investors and insurers for capital as traditional debt markets show signs of saturation.
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