leadership1 distinct publisher
The $120bn off the books: judge AI datacenter debt on tenants, not on accounting
Meta, Oracle, xAI and CoreWeave moved datacenter spending into unconsolidated vehicles. The structure is old and legal. The exposure sits in occupancy, and CBRE puts vacancy at 1.4%.
Publishers:theguardian.com
Reality
- Evidence38
- Adoption74
- Hype gap+22
- Incentives55
- Confidence44