S&P: Big Tech AI-Related Liabilities May Exceed Known Levels, But Ratings Unaffected for Now

Deep News10-20 08:50

From October 20-22, along the banks of Shanghai's Huangpu River, the 2026 Sustainable Global Leaders Conference returns once again. Nobel and Turing Award laureates will take the stage to discuss the future and trends of technology, and the internet-famous professor who "rescues" people from anxiety and the era of involution — Macfarlane — will hold a live dialogue with Xiang Biao!

Limited seats available, first come first served. Let us journey together toward a sustainable future! [Click to register]

S&P Global estimates that the potential AI-related liabilities of the world's largest technology companies may be higher than currently known levels, though its chief analyst covering the sector believes there is no need at present to adjust the credit ratings of the companies involved.

Mark Habib, head of digital infrastructure at S&P Global, said the biggest risk facing hyperscaler ratings remains that projected profits ultimately fail to materialize. But he also highlighted what he called "interconnected financing structures," in which hyperscalers effectively provide guarantees for large data center construction projects or smaller AI companies.

S&P expects the six major U.S. hyperscalers — Amazon, Microsoft, Alphabet, Oracle, Meta, and SpaceX — to spend more than $7 trillion on data centers and other AI-related capital expenditures between 2025 and 2030, while maintaining negative free cash flow at least through next year.

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