
Tech Giants Hide $300bn AI Risk via Off-Balance-Sheet Guarantees
Major technology firms are using residual value guarantees to keep approximately $300 billion in AI-related exposure off their balance sheets. This strategy allows companies like Meta, Nvidia, and Broadcom to support cheaper financing for data centers and chips while maintaining investment-grade credit ratings. However, credit analysts warn that this off-balance-sheet complexity increases systemic risk if AI returns fail to materialize.

