Big Tech is eyeing a whopping $1.5 trillion to fuel the AI boom

To drive the estimated $2.9 trillion in AI infrastructure spending by 2028, major tech players like Meta Platforms, Inc., Alphabet Inc., Microsoft Corporation, Amazon.com, Inc. and Oracle Corporation must bridge a roughly $1.5 trillion funding gap. Traditional methods such as corporate bonds provide only a partial solution; instead, firms are deploying sophisticated financing strategies — vendor financing, private credit, equity wraps and joint ventures. Take Meta’s “Hyperion” super‑data‑centre project as an example. It’s being developed through a $27 billion joint venture where private‑credit firm Blue Owl Capital owns 80% and Meta holds 20%. Meta will lease the facility once it’s complete. This structure allows Meta to avoid direct debt on its balance sheet while still accessing the infrastructure it needs. Meanwhile, other model players like Nvidia Corporation are deep in the game: Nvidia is funneling investments into cloud‑AI providers such as CoreWeave Inc. and OpenAI, aligning funding with chip‑supply channels. Smaller “neoclouds” (some formerly crypto‑miners) are also part of the financing chain, partnering with Big Tech via lease‑back deals or debt‑financed data‑centres. But these financial gymnastics come with risk. Leveraging massive infrastructure spending involves large fixed costs and uncertain demand curves. Should AI usage growth slow or datacentre capacity flood the market, over‑building risks loom large — especially for the less credit‑worthy players. Still, for the tech giants, this spending is seen as existential: win the AI infrastructure race and reap outsized rewards; fail to do so and face obsolescence. #AITreasury #TechFinancing #DataCenterBuildout #FutureOfAI #SlimScan #GrowthStocks #CANSLIM