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  <title>asia.nikkei.com</title>
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  <updated>2026-11-03T21:26:44+00:00</updated>
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    <title type="text">US tech giants&#39; hidden AI debt swells 90% to $3.2T in 6 months</title>
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    <link rel="via" type="text/html" href="https://asia.nikkei.com/business/technology/artificial-intelligence/us-tech-giants-hidden-ai-debt-swells-90-to-3.2tn-in-6-months"/>
    <published>2026-11-03T21:26:44+00:00</published>
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    <summary type="text">Artificial intelligence Google, Meta, others&#39; commitments and obligations reach 80% of assets An Amazon data center in the U.S. state of Indiana. Tech giants are pouring money into such AI infrastructure. © Reuters KOHEI YAMADA November 4,…</summary>
    <content type="html">&lt;p&gt;&lt;a target=&quot;_blank&quot; rel=&quot;noopener noreferrer&quot; href=&quot;https://asia.nikkei.com/business/technology/artificial-intelligence&quot;&gt;Artificial intelligence&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;Google, Meta, others&#39; commitments and obligations reach 80% of assets&lt;/p&gt;
&lt;p&gt;&lt;picture class=&quot;article-picture article-picture-fallback&quot; style=&quot;--image-ratio:16 / 9&quot;&gt;&lt;img src=&quot;https://images.ft.com/v3/image/raw/https%3A%2F%2Fcms-image-bucket-productionv3-ap-northeast-1-a7d2.s3.ap-northeast-1.amazonaws.com%2Fimages%2F9%2F1%2F3%2F4%2F13394319-2-eng-GB%2Faad3b104a912-photo_SXM2026103100004660.jpg?fit=cover&amp;amp;gravity=faces&amp;amp;dpr=2&amp;amp;quality=medium&amp;amp;source=nar-cms&amp;amp;format=auto&amp;amp;width=780&quot; alt=&quot;20261103N AI data center&quot; loading=&quot;eager&quot; decoding=&quot;async&quot; fetchpriority=&quot;high&quot; referrerpolicy=&quot;no-referrer&quot; class=&quot;progressive-image&quot;&gt;&lt;/picture&gt;&lt;/p&gt;
&lt;p&gt;An Amazon data center in the U.S. state of Indiana. Tech giants are pouring money into such AI infrastructure. © Reuters&lt;/p&gt;
&lt;p&gt;KOHEI YAMADA&lt;/p&gt;
&lt;p&gt;November 4, 2026 05:02 JST&lt;/p&gt;
&lt;p&gt;PALO ALTO, California -- U.S. tech giants&#39; off-balance-sheet debt from artificial intelligence-related obligations continues to balloon, almost doubling in six months to about $3.2 trillion, with investors increasingly alarmed by seemingly unending spending.&lt;/p&gt;
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