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

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/hyperscaler-debt-issuance-next-wave-growth-and-industrial-renaissance
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/hyperscaler-debt-issuance-next-wave-growth-and-industrial-renaissance.md
Podcast: [Van Hesser's 3 Things in Credit - A KBRA Podcast](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838)
Published: 2026-06-05T14:30:01+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Hyperscaler-Debt-Issuance--Next-Wave-Growth--and-Industrial-Renaissance-e3kclg8
Audio file: 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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Duration seconds: 490

## Resource

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?

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## Transcript

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