Moody's Warns AI Infrastructure Spending Is Eroding Cloud Giants' Free Cash Flow
2026-07-25 22:46:07
Moody's said the AI investment surge is cutting into free cash flow at large cloud service providers and increasing balance-sheet risk, according to 36Kr. In a research report released this week, the ratings firm said six tech companies - Microsoft, Amazon, Alphabet, Meta, Oracle and CoreWeave - are shifting from asset-light models built on software, intellectual property and cloud services to asset-heavy models that require large-scale data center construction.
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