10:54
2026-09-01
nakedcapitalism.com
ai-infrastructure
AI Off-Balance-Sheet Obligations Hit a Subprime-Like Reset Wall in 2027 and 2028
AI off-balance-sheet obligations, particularly take-or-pay contracts for frontier labs, are set to hit a reset wall in 2027 and 2028, according to Groundbreaker. The article warns that massive AI spen…