Sabrina Siddiqui
speaker
1,224 appearances
19 recordings
2 series
first heard Aug 2025
last heard 28 Aug
Sabrina Siddiqui’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Dec 2025 with 7.
Appearances
The company has named Sam Meeta, who ran its space and communications systems units, as the new president and CEO.
Its shares fell more than four percent today.
The Wall Street Journal is exclusively reporting that investment firm General Atlantic is once again exploring an IPO.
The company manages about one hundred and thirty billion dollars and it's invested in AI company Anthropic and clothing company Viore.
While General Atlantic first filed confidentially for an IPO at the end of twenty twenty three, it didn't move ahead.
The journal understands that it recently refreshed its paperwork with the SEC, something it has to do before an IPO.
The offering could come before the end of the year.
Big tech's AI spending is even bigger than the eye-popping quarterly numbers suggest.
A new Wall Street Journal analysis finds nine major tech companies, including Alphabet, Amazon, Meta, and Microsoft, are on the hook for roughly $3 trillion in commitments that don't show up on their balance sheets.
That's way more than the traditional capital expenditures over the past year for AI of about $600 billion.
So how do trillions of dollars end up hiding in the footnotes, and what happens if AI demand doesn't live up to the bet these companies are making?
Peter Rudiger, who covers hedge funds and investing at the Wall Street Journal, joins us now to discuss.
Peter, let's start with the basics.
How are companies like Meta and Alphabet able to commit to trillions of dollars in spending without it showing up on their balance sheets?
Meta's Hyperion Data Center in Louisiana seems like a great example here.
What does that project tell us about how these off-balance sheet deals actually work in practice?
So these companies are essentially betting that AI demand will keep climbing fast enough to justify all the spending.
But what happens if that bet doesn't pay off?
That was the Wall Street Journals, Peter Rudiger.
Peter, thank you so much.
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