BREAKINGVIEWS-Tech giant debt splurge ratchets up systemic risks: podcast
By Aimee Donnellan and Jonathan Guilford
DUBLIN/NEW YORK, Nov 27 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.
Listen to the podcast
Titans such as Google, Meta, Oracle and Amazon may spend $600 bln in 2026 on data centres. In this Viewsroom podcast, Breakingviews columnists explain why juicy profits will not be enough to fund their rapid expansion. But raising debt will only extend contagion risk.
Follow Aimee Donnellan on LinkedIn.
Follow Jonathan Guilford on X and LinkedIn.
FURTHER READING
Bond investors hitch one-way ride on AI big dipper
BlackRock’s $40 bln deal hyperscales AI buyouts
How to infer the method to OpenAI’s madness
Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.
Related Articles
Google’s TPU-Powered ‘Google Chain’ Leads Market Trends
TradingKey - As concerns about an overheated AI trade weigh on markets, NVIDIA has become one of its biggest casualties.
U.S. September PCE: Likely to Fall Short of Expectations, Bullish for US Stocks
TradingKey - Currently, the market widely anticipates that the core PCE year-on-year growth rate for September will stand at 2.9%, and we expect the upcoming data to be slightly below this consensus forecast.
The U.S. Dollar Index Is the Key Driver of Gold Prices: Where Are the Dollar and Gold Headed Next?
TradingKey - The strength or weakness of the U.S. Dollar Index stands as the core determinant shaping gold's trajectory.
Alibaba FY2026Q2 Earnings Preview: The Great Pivot from E-Commerce Giant to AI Powerhouse
TradingKey - As Alibaba's earnings approach, one question dominates: Can AI and quick commerce justify sacrificing profits now for future dominance? Preview how the RMB 50 billion quick commerce push, 35.8% AI cloud share, and fierce competition could decide if BABA's 88% rally holds.
U.S. September Nonfarm Payrolls: Two-Scenario Analysis, Will U.S. Stocks Diverge in Short-Term and Medium-to-Long-Term Trends?
TradingKey - This paper conducts an analysis of the U.S. September nonfarm payroll data and the subsequent employment market through two scenario-based assessments, alongside a short-term and medium-to-long-term outlook for U.S. stocks.
