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UCLA Warns Bay Area Hyperscalers’ Data-Center Debt Carries Recession Risk

September 22, 20264 Mins read372
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A September 2026 UCLA Economic Letter warns that the fast-growing debt financing the AI data-center boom, much of it carried by Bay Area hyperscalers Meta and Alphabet, could force a broad revaluation of tech equities and, in a downturn, drag on consumer spending.

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