Daryl Duffy predicts hyperscalers will accumulate approximately one trillion dollars in debt within the next couple of years.
“hyperscalers are perhaps going to hit a trillion of debt in the next couple of years.”
→ Read the source episode
Our resolution criterion
disputableTotal debt issued by major hyperscale tech companies (e.g., Google, Amazon, Meta, Microsoft, Apple) reaches approximately $1 trillion.
More from Odd Lots
Gene Sykes predicts the 2028 Olympic and Paralympic Games will be held in Southern California in less than two years from the episode date.
Gene Sykes predicts 15 million tickets will be sold for the 2028 LA Olympic and Paralympic Games combined.
Gene Sykes predicts 2026 M&A market will be significantly larger than the 2021 peak.
Wayne Sanders predicts Israel will deploy its Iron Beam laser defense program.
Austin Goolsbee predicts the Fed will eventually settle at 3% nominal rates with 2% inflation and 1% real rate.
Robert Friedland predicts that the world will need to mine as much copper in the next 18 years as was mined in the previous 10,000 years to maintain 3% GDP growth and support electrification.
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.