7 ms·

Can we see some actual numbers, projections, models instead of vibes?

• atwrk 3mo ago
  Debt is at $3 trillion right now: https://fortune.com/2026/07/31/ai-debt-hypescalers-capex-capital-spending-hidden-borrowing-bond-issuance/ https://fortune.com/2026/07/31/ai-debt-hypescalers-capex-cap... Interest alone, at assumed 5%, amounts to about $150 billions per year. That's probably higher than the combined AI revenue of the top 3 providers.
  • aurareturn 3mo ago
    Did you read your own article? It's well less than $3 trillion. Now let's build the model out more. What is the projected revenue, backlog, improvements in existing big tech businesses such as AI helping Meta's ad business?
    • atwrk 3mo ago
      Did you read beyond the headline? It's 1.65 trillion hidden and 1.35 trillion overt - which sums up to 3 trillion.
      • aurareturn 3mo ago
        Ok, so they're using footnotes. Can you now analyze backlog? For example, Microsoft and Amazon have backlogs of $1.45 trillion. Not including Google, Oracle, Meta.
• qwytw 3mo ago
  That's what you should ask the companies spending massive amounts of money on AI though?