AI Buildout Reaches $1.5T in Leases: Risks Behind Massive Obligation from Big Tech @SchwabNetwork
AI Buildout Reaches $1.5T in Leases: Risks Behind Massive Obligation from Big Tech  @SchwabNetwork
Uploaded August 2026 | Updated September 2026, 2 weeks ago
The AI buildout comes with about $1.5 trillion in lease obligations, according to Mona Dajani, who discusses how these numbers can shift if the AI outlook takes a sudden turn. She believes the AI race will only accelerate, though it's important to keep certain risks in mind as hyperscalers and other companies write contracts for their own data centers.

Segment originally aired Wednesday, August 26, 2026.

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AI Buildout Reaches $1.5T in Leases: Risks Behind Massive Obligation from Big Tech

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