Regarding the concern over the “debt bomb” crisis caused by data center construction in the field of artificial intelligence, expert Gene Marks pointed out that the associated risks have been exaggerated. Although companies such as Meta, Oracle, xAI, and CoreWeave have raised billions of dollars for facility construction, these funds have not been recognized as long-term debt obligations on their balance sheets. Marks emphasized that the risk characteristics of the current situation are different from those in the past and are recoverable, so there is no need for excessive concern.
Expert Gene Marks pointed out that concerns about the “debt bomb” crisis caused by data center construction are overstated. Companies like Meta, Oracle, xAI, and CoreWeave have raised billions of dollars for facility construction without recognizing long-term debt obligations on their balance sheets. However, the risks are different from past situations and can be mitigated. Marks believes there is no need to worry, as he has seen similar situations occur before.