“If it’s not reported, then it’s not part of the disclosure by the hyperscalers. Also, if we are not rating the transactions where this liability may accrue, then the fact of the matter is that we might not have the visibility.”

Mark Habib · said date not stated · reported 2026-10-24

Habib said that undisclosed or unrated liabilities between hyperscalers and other parties may limit visibility into AI-related debt.