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Aug 18 at 03:07 AM
WSJ: off-balance-sheet commitments across nine big tech filings
> Total: roughly $3.0T, mostly AI related, sourced from filing footnotes
> Composition: $1.2T uncommenced leases + $1.9T purchase commitments (chips, equipment, energy, services)
> $Meta Platforms(META.US) : $347B future lease commitments
> $Alphabet(GOOGL.US) : $811B purchase and contractual obligations
> $Oracle(ORCL.US) : off-balance-sheet lease commitments up about 30x in four years
Note: the $1.2T uncommenced lease figure is roughly 4x the prior year disclosure. None of it is undisclosed. It sits in the footnotes.
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