Compute Debt: The Board‑Risk View of the AI Debt Boom

Legal analysis for directors and general counsel navigating AI infrastructure and sovereign compute commitments.

Companies and governments are borrowing at unprecedented scale to build AI infrastructure. That spending creates three hidden liabilities — financial, technical, and contractual. Together, that’s compute debt.

Why boards should care

Oversight duty — boards must supervise mission-critical risk.
Vendor exposure — long AI contracts, fast-obsolete hardware.
Concentration & disclosure — over-reliance on one provider is a material risk.

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