$1.8 trillion in AI-linked off-balance sheet debt raises risk concerns, Mike Shedlock warns

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24.07.2026

$1.8 trillion in AI-linked off-balance sheet debt raises risk concerns, Mike Shedlock warns — AI off-balance sheet risk echoes Enron

Mike Shedlock, author / blogger at MishTalk, warns that $1.8 trillion in AI-related debt is held off balance sheets, compared with $1.4 trillion on the books.

He likens this situation to the risks seen during the Enron scandal, raising concerns about the transparency and potential financial vulnerabilities tied to artificial intelligence investments.

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Shedlock has previously questioned the labeling of an 8% recession probability as 'doom porn', noting changing economic signals. He recently reported that Federal Reserve minutes show increased inflation risks and weaker employment projections. These recent observations come as attention shifts toward possible financial vulnerabilities in AI-related debt.

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