This is the fear with AI it could become to big to fail

BlokchainB

The value of data center leases NOT YET STARTED hit $569 billion in Q3 2025, nearly TRIPLE the $200 billion seen just one year ago.

Oracle leads with $248 billion in future lease commitments, followed by Microsoft at $106 billion and Amazon at $75 billion.

If AI demand fails to materialize or grows far slower than expected, this will leave these companies stuck with massive facilities and debt obligations.

Stacker_Stocks

The value of data center leases NOT YET STARTED hit $569 billion in Q3 2025, nearly TRIPLE the $200 billion seen just one year ago.

Oracle leads with $248 billion in future lease commitments, followed by Microsoft at $106 billion and Amazon at $75 billion.

If AI demand fails to materialize or grows far slower than expected, this will leave these companies stuck with massive facilities and debt obligations.

Is this lending boom justified?

![](https://m.stacker.news/128935)