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The investment pouring into AI is staggering. But behind every data center, chip and megawatt of power lies a less-discussed question: where is the capital coming from, and where might the value actually sit?
In the inaugural episode of the Market Mix, Tim Leary is joined by three RBC GAM specialists: David Tron, Portfolio Manager, North American Equities, Paul Chan, Senior Corporate Credit Analyst, Investment Grade, and Jeff Jablons, Senior Analyst, Leveraged Finance Corporate Credit. Together they unpack the AI infrastructure buildout from two complementary angles: the tech stack — the physical infrastructure being built — and the capital stack — how all of it is being financed.
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