Tag

#AI Economics

$662 billion in AI data-center leases isn't on any balance sheet yet

Moody's says hyperscalers carry $662 billion in data-center leases that haven't hit their balance sheets. Add stretched GPU depreciation, and the capex number everyone quotes is the smallest one in play.

By FlowVerify Editorial Team

Jun 29, 2026

Comparisons

AI credit pricing has three different exchange rates, and vendors don't publish any of them

Three SaaS vendors call it an 'AI credit.' Each one set a different, rarely published exchange rate back to real dollars, and that gap is where bill shock comes from.

By FlowVerify Editorial Team

Jun 27, 2026

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