Moody's saying the 5 biggest hyperscalers have about $2.8T in future commitments. These are combined future lease commitments, purchase commitments and guarantees, which have grown from about $350B in 2023 to roughly $2.8T now. The current $2.8T includes more than $1T of
Moody's: Top 5 Hyperscalers Hold $2.8T in Future Commitments
Moody's says the five biggest hyperscalers hold about $2.8 trillion in combined future lease, purchase commitments and guarantees, up from roughly $350 billion in 2023, including over $1 trillion recently.