Moody's Warns AI Capex Boom Threatens Microsoft's Cash Flow
Moody's warns AI-driven capex surge is eroding free cash flow and raising balance-sheet risk for major cloud providers, including Microsoft, as they shift to asset-heavy data center models.
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Moody's warns AI-driven capex surge is eroding free cash flow and raising balance-sheet risk for major cloud providers, including Microsoft, as they shift to asset-heavy data center models.
Moody's warns pensions and insurers hold billions in AI-related debt financing data centers and chips, with no clear path to returns, raising concerns about a potential AI bubble impacting tech-heavy…