The AI spending boom is reshaping much more than the technology sector.
In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that could be contributing to higher bond yields and borrowing costs, and why hyperscalers are increasingly turning to debt to fund the buildout. They also look at how dramatically the business models of companies like Microsoft, Alphabet, Amazon, Meta and Oracle have changed as capital expenditures surge.
They then debate the biggest unanswered question in AI: where do the profits ultimately come from? The conversation covers consumer adoption, AI agents, enterprise use cases, advertising, Chinese competition and whether today's spending can eventually generate adequate returnsāor whether parts of the boom are headed for a major reset.
Plus, they discuss Canada's potential advantage from abundant energy and natural resources, what rising bond yields could mean for mortgages and housing, and why Oracle may be one of the more vulnerable players if the AI buildout runs into physical or financial constraints.
Watch the full video on Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
- Our Website
- Canadian Investor Podcast Network Twitter: @cdn_investing
- Simonās twitter: @Fiat_Iceberg
- Bradenās twitter: @BradoCapital
- Danās Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.