KI-Konzerne: Bei den Hyperscalern baut sich eine Abschreibungswelle auf
Alphabet, Amazon, Meta, Microsoft und Oracle investieren massiv etwa in Rechenzentren. Das schafft inzwischen erhebliche Verbindlichkeiten, mit denen auch jüngste Kursverluste zu tun haben.
Düsseldorf – Major US tech firms such as Amazon, Alphabet, Meta, Microsoft, and Oracle have significantly expanded their financial commitments to fund the development of artificial intelligence (AI) infrastructure, according to financial reports filed with the US Securities and Exchange Commission (SEC). In the third quarter compared to the previous quarter, the total amount of unexecuted but contractually committed lease agreements rose from $1.1 trillion to $1.31 trillion.
These commitments encompass investments in data centers that are essential for the development and operation of AI models and other applications. Additionally, contractual obligations related to software licenses, infrastructure, and energy expenditures saw an increase from $1.55 trillion to $1.92 trillion. In total, the combined figure amounts to $3.2 trillion in non-current liabilities, which is 573 billion dollars more than the previous quarter.
This represents a figure 16 times larger than what the five hyperscalers had reported five years prior, when the total was a mere $197 billion. These projections were derived from quarterly reports submitted to the SEC by the companies and data provided by financial specialist Bloomberg.
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