Key points
Hyperscaler off-balance-sheet and contingent commitments, $bn ｜ Total tops $3tn; Google ~$866bn, Microsoft ~$558bn
Image source: @GlobalMktObserv
2026-09-22
Big Tech's Off-Balance-Sheet AI Commitments Exceed $3tn, Google Leads
Hyperscaler off-balance-sheet and contingent commitments, $bn ｜ Total tops $3tn; Google ~$866bn, Microsoft ~$558bn
Image source: @GlobalMktObserv