Episode

Hyperscaler Debt Issuance, Next-Wave Growth, and Industrial Renaissance

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Jun 5, 2026
Duration seconds: 490
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Hyperscaler-Debt-Issuance--Next-Wave-Growth--and-Industrial-Renaissance-e3kclg8
Audio: https://anchor.fm/s/109cbc12c/podcast/play/121050056/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-5%2F9718fb05-a624-3ac9-6ddc-1d4f923e076e.mp3
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Summary

This week, our 3 Things are: Hyperscaler debt issuance. Funding the AI build-out goes global. Next-wave growth. Beyond AI and wealthy household spending, these forces will help. Industrial Renaissance. How real is it?