Why Big Tech Is Borrowing Billions to Fund AI Spending
THE SO WHAT
When cash-rich tech giants choose to lever up to fund AI capex, they’re signaling that the window to secure compute, talent, and share is worth balance-sheet risk. Operators should read this as a timeline cue: multi-year AI bets are being pulled forward—if your category depends on these platforms, align your roadmap to their accelerated spend, not their historical cadence.
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