Speaker 1: Bloomberg Audio Studios, Podcasts, radio News single Best Idea Hyperscaler Edition.
Speaker 1: It was just a whole ton of conversation error as
Speaker 1: we lift off the five six eight day AI Hyperscaler,
Speaker 1: fear and all that. Man Deep Sing I had a
Speaker 1: long conversation with him yesterday up in the acclaimed food court.
Speaker 1: I took notes. I listened because he really knows what
Speaker 1: he's talking about. Man Deep sing on this moment for
Speaker 1: the hyperscalers.
Speaker 2: All the hyperscalers, we started the year thinking they're going
Speaker 2: to grow their cap at thirty percent. Now that number
Speaker 2: is sixty percent. Some of that increases because of memory prices,
Speaker 2: but then you are also seeing an increased plans to
Speaker 2: add capacity, and that's where an Nvidia willa likely have
Speaker 2: upside to their numbers tonight. The question still remains around
Speaker 2: the sustainability of growth, because when you are growing seventy
Speaker 2: percent at the scale that Nvidia is at, you know,
Speaker 2: three hundred billion dollar run rate for twenty twenty six,
Speaker 2: the growth rates will taper. It's a given.
Speaker 1: Mandeep Sing there, I can't say enough about what Bloomberg
Speaker 1: Intelligence is built. Man Deep Singer, anarag Roda in credit
Speaker 1: Robert Schiffman publishing daily on the debt and the dynamics
Speaker 1: of the debt of the hyperscalers, the Max seven crew,
Speaker 1: it's a huge value. Add most of that you're going
Speaker 1: to get at the Bloomberg terminal. One of the cool
Speaker 1: things about the show and I have this phrase rip
Speaker 1: up the script, which is we can rip up the
Speaker 1: script and go to the news, or we can rip
Speaker 1: up the script and get incredible valuable insight that you
Speaker 1: wouldn't expect from somebody with a different conversation. Chanel Desaill
Speaker 1: of Franklin Templeton, the CIO of all of their huge
Speaker 1: fixed income platform, you'd expect from her a typical fixing platform.
Speaker 1: We took an audible today and we ripped up the script.
Speaker 1: How do the major firms take in the debt of
Speaker 1: the hyperscal is here's Sonelda Si Franklin Templeton.
Speaker 3: I would say that these hyperscalers essentially are dictating to
Speaker 3: the street. And this is the truth over the last
Speaker 3: year when we look at the sheer volume of debt
Speaker 3: which has been issued, that there is a certain amount
Speaker 3: of expectation of some indigestion as we go further into
Speaker 3: this year, because even those initial assumptions that we would
Speaker 3: have around our trillion of issues this year has now
Speaker 3: picked up to over seven hundred billion this year itself.
Speaker 3: I'd say that we're watching all this with some question.
Speaker 3: It's not that we think the deals will go bad,
Speaker 3: but sprints are likely to take a bit of a
Speaker 3: hit from the quantity.
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