S&P GLOBAL: 빅테크 AI 부채는 알려진 것보다 많다
• 지금까지 공개된 숫자에 의도적인 '숨김'이 있다면 모든 전제는 바뀌게 됩니다. 닷컴버블도 그랬습니다
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~ S&P Global estimates the world's biggest tech firms are likely to have more AI-linked liabilities than currently known, although its top analyst for the sector sees no need to change any ratings at present
https://live.euronext.com/en/financial-news/top-hyperscalers-likely-have-more-ai-linked-debt-now-known-sp-global-warns