https://www.live-feeds.com/feed/michael-burry-warns-hyperscalers-are-hiding-3-trillion-in-ai-liabilitiesContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/michael-burry-warns-hyperscalers-are-hiding-3-trillion-in-ai-liabilitieshttps://www.live-feeds.com/feed/michael-burry-warns-hyperscalers-are-hiding-3-trillion-in-ai-liabilities#u80337Tue, 22 Sep 2026 16:40:38 +0000Michael Burry claims the five largest hyperscalers are concealing $3 trillion in AI-related liabilities. Separate reports from the Financial Times and Seeking Alpha identify $300 billion in AI exposure that Big Tech firms have kept off their balance sheets through the use of guarantees. This discrepancy between Burry's trillion-dollar estimate and the reported $300 billion suggests a significant gap in how analysts quantify hidden risks. Meanwhile, Apollo Global Management notes that credit default swap widening for hyperscalers is not driven by dealer inventory.Why it mattersHyperscalers