AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center

Favorable treatment off the balance sheet hinges on some convenient assumptions.

AI Data Centers Are Banging on Crypto’s Door

Developers desperately need access to electricity—and bitcoin miners are in a prime position to assist.

AI Borrowing Floods Debt Markets

The mad scramble by Silicon Valley to build data centers for artificial intelligence is spilling over into debt markets, with ...

How the U.S. Economy Became Hooked on AI Spending

Growth has been bolstered by data-center investment and stock-market wealth. A reversal could raise the risk of recession.

Flood of AI Bonds Adds to Pressure on Markets

Since the start of September, so-called AI hyperscalers Amazon.com, Alphabet, Meta Platforms and Oracle have issued nearly ...

A Deluge of AI-Linked Debt Is Adding to Market Jitters

Amazon.com, Alphabet, Meta Platforms and Oracle—have issued nearly this much in investment-grade bonds since the start of September. At the same time, data-center developers have issued $7 ...

📹 How Trillions in New AI Debt Will Test the Bond Market

Guy LeBas of Janney Montgomery Scott joins WSJ’s Take On the Week to discuss how the multitrillion-dollar AI revolution will be financed. LeBas explains why tech hyperscalers must turn to bonds to ...

The Expensive Stuff That Makes AI Work

WhatsApp’s Breakthrough, LeCun’s Rebellion and More | Technology for Nov. 16 ...