After 3+ years leading IaaS product at 11:11 Systems, grew portfolio MRR, NSX-T migration, Flexible Cloud Environment, I'm open to my next Technical Product Manager / Product Owner / Senior Product role in cloud & managed services. NI-based, remote or hybrid. DMs open π
The scale of Big Tech's AI future financial obligations is extraordinary:
Alphabet, $GOOGL, Meta, $META, Anthropic, Microsoft, $MSFT, Amazon, $AMZN, Oracle, $ORCL, and Nvidia, $NVDA, have disclosed a combined $4.49 trillion in off-balance-sheet obligations.
These include future lease payments that have not yet commenced, data-center commitments, equipment purchases, and other contractual obligations.
Alphabet accounts for the largest amount, at $1.08 trillion, followed by Anthropic, at $865 billion, and Meta, at $810 billion.
By comparison, their combined on-balance-sheet obligations total just $758 billion, consisting of long-term debt and existing lease liabilities.
This means off-balance-sheet commitments are nearly 6 times larger than their on-balance-sheet obligations.
In total, these 7 tech companies face ~$5.25 trillion in combined financial obligations.
The AI infrastructure race is facing enormous future financial commitments.
A University of Chicago professor asked Claude to renumber page number in his lecture notes
After returning from lunch, found out Claude deleted his entire syllabus, along with one years worth of lecture notes
The model said "You're right to be angry... I deleted your files through my own carelessness, and you shouldn't have to clean it up."