What $3-5 trillion in AI capex means for credit markets [Wealth Professional (Canada)]
Allbirds, Inc. - Class A (BIRD)
Company Research
Source: Wealth Professional
Each month at WP we take a deep dive into a topic highly relevant to Canadian financial advisors. This April we're focusing on fixed income. AI infrastructure spending estimates grow by the year, month, week, and day. In Q4 of 2025 Amazon spent $40.5 billion (USD), Microsoft spent $36.2 billion, Alphabet spent $28.5 billion, and Meta spent $22.5 billion. Sell side estimates put the total capital expenditure (capex) on AI infrastructure at somewhere between $2.9 trillion and $5 trillion through 2028. That number could keep growing as the insatiable appetite for compute power and data centres continues to grip the tech sector. Many of the so-called ‘hyperscalers' making these huge investments in AI infrastructure are doing so with debt issuances. Even companies like Amazon and Alphabet, with huge cash flows and deep pockets, are using debt to finance this buildout. All that new debt has had a significant impact on credit markets, both public and private, leaving advisors with the t
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