Jay Goldberg

Person

Heard in 2 episodes across 2 shows since Aug 2026

Episodes

across 2 shows

First heard

Aug 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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48 statements

on AI data centersNegativeAug 27, 2026· The Credit Edge by Bloomberg Intelligence
Parts of the data-center complex show bubble characteristics.
“I think there are definitely some signs of bubble. percolating through the data center complex.”
Listen at 2:26
Open the episode · ‘Things Are Going to Get Crazier’: AI Debt Deluge Recalls 2007 Risks
on AI data centersNegativeAug 27, 2026· The Credit Edge by Bloomberg Intelligence
The AI data-center complex will become more bubble-like in coming months.
“the whole thing is poised to get even bubblier in the coming months”
Listen at 2:39
Open the episode · ‘Things Are Going to Get Crazier’: AI Debt Deluge Recalls 2007 Risks
on NVIDIA customer financingMixedAug 27, 2026· The Credit Edge by Bloomberg Intelligence
NVIDIA financing is approaching the line between enabling and creating demand.
“I don't think it's entirely clear which side we're on yet, but we're getting pretty close to that line.”
Listen at 3:25
Open the episode · ‘Things Are Going to Get Crazier’: AI Debt Deluge Recalls 2007 Risks

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.

2 episodes featuring Jay Goldberg, newest first