Emily Herbert

Person

Heard in 1 episode across 1 show since Oct 2026

Episodes

across 1 show

First heard

Oct 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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11 statements

on HyperscalersNeutralOct 1, 2026· Unhedged
Hyperscalers are building data centres for cloud computing capacity.
“They're kind of building the data centres to house all of this cloud computing capacity.”
Listen at 2:44
Open the episode · Hyperscale my debt!
on HyperscalersNeutralOct 1, 2026· Unhedged
Hyperscalers are expected to borrow heavily for AI infrastructure.
“And so they have gone to the bond market and they're expected to borrow a very, very, very large amount of money over the next few years to do this.”
Listen at 4:32
Open the episode · Hyperscale my debt!
on Hyperscaler debtNegativeOct 1, 2026· Unhedged
Hyperscaler debt is expected to reach about $1 trillion by 2030.
“But for the hyperscalers, over the next few years to about 2030, we think it's going to be about a trillion dollars of debt.”
Listen at 5:00
Open the episode · Hyperscale my debt!

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

1 episode featuring Emily Herbert, newest first