Shanu Mathew (@ShanuMathew93) “The Financial Times reports that technology groups have offered up to $300 billi”

2026.09.21 07:35

The Financial Times reports that technology groups have offered up to $300 billion of guarantees in less than a year to support debt financing for AI data centres and chips. Structures include minimum residual-value guarantees and special-purpose vehicles; rating agencies can adjust leverage when stressed collateral values fall below guaranteed amounts. There can be separate RVGs in the same deal - powered shell layer, chips layer, lease layer. Total off-balance sheet commitments top $3tn across the largest tech companies per MS and the FT

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