穆迪:超大规模数据中心运营商背负着数万亿美元的额外债务

格隆汇
Sep 24
穆迪评级本周发布报告称,五家美国科技巨头合计拥有2.8万亿美元与人工智能投资相关的表外负债。这一数字快速攀升,凸显出它们正大力投入AI基础设施建设。穆迪表示,亚马逊、微软、字母表、元平台以及甲骨文总计签署了近3万亿美元的租赁、采购承诺及担保协议,这些款项并未体现在公司资产负债表上。2023年该数值仅为3500亿美元。按照美国会计准则,这些不属于现时债务,因此企业可按此方式列报。同时,并非所有承诺都意味着企业未来必须支付现金。尽管如此,这类负债规模的增长表明,在AI热潮下,各家企业大举借贷,加紧建设数据中心等AI基础设施。

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