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