Tracy Alloway(@tracyalloway):I think a lot of people still don't understand the scale of debt issuance by the hyperscalers. They're on pace to be as sizeable in the IG bond market as the big banks within a few years

Tracy Alloway

@tracyalloway

Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York

Joined February 2009

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Tracy Alloway@tracyalloway

2026.08.18 17:48

I think a lot of people still don't understand the scale of debt issuance by the hyperscalers. They're on pace to be as sizeable in the IG bond market as the big banks within a few years