The latest episode of the Global Rewire Podcast, Valuing the AI Economy with Christian Leuz, is available now on YouTube, Spotify, and Apple Podcasts.
As the artificial intelligence infrastructure boom shifts the global economy from “asset-light” software to “asset-heavy” physical expansion, corporate balance sheets are telling a complex story. In this episode, we sit down with Christian Leuz (University of Chicago, Booth School of Business) to break down the accounting realities behind the multi-trillion-dollar AI buildout. From capitalized leases and stock-based compensation to depreciation timelines and long-run economic profits, we explore what financial statements actually reveal and conceal about the future of AI.
As the artificial intelligence infrastructure boom shifts the global economy from “asset-light” software to “asset-heavy” physical expansion, corporate balance sheets are telling a complex story. In this episode, we sit down with Christian Leuz (University of Chicago, Booth School of Business) to break down the accounting realities behind the multi-trillion-dollar AI buildout. From capitalized leases and stock-based compensation to depreciation timelines and long-run economic profits, we explore what financial statements actually reveal and conceal about the future of AI.
