Tasos Vossos

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16 appearances 1 recordings 1 series first heard May 2026 last heard 14 May

Tasos Vossos’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Bloomberg Tech · Cerebras Goes Public in Year's Biggest IPO · 14 May 2026 podcast

At some point you have to, I mean if you if you look at issuance this year, for example, non-financial corporates in the US, which is the deepest, biggest credit market in the world, 40 cents out of every dollar that was raised came from um the to the tech sector, which is which is rather l large.

So you have to think in order to avoid saturating even the biggest market in the world, you actually have to look at every corner out there.

So hyperscalers, in particular Alphabet, but also Amazon.

uh have taken steps to diversify that.

So they they've tapped every every big market they can imagine.

So it's been Euros, pounds sterling, it's been Swiss francs and now we're looking at the yen market.

So it's pretty much a global race in order to finance th this massive CapEx spending that we we're gonna see in the next few years.

Right.

There is actually and we've had mega deals in the past where you have tens of billions of dollars being issued on a single day.

The problem with well the difference th with that is that that was a one-off.

Usually it's on the back of MA, you have to l um raise massive amounts of cash in order to do that, but once you've done that, then you can just absorb the company you've just bought.

The difference here is that because CapEx spending is is is going to be so large in the next few years, hundreds of billions of dollars.

You have massive deal after massive deal, which is a conundrum that investors are facing.

They want to be involved in them, but the main issue is that another massive deal is just around the corner.

So the previous one is going to weaken weaken the back of that.

So that that trend of big deal after big deal is something that we haven't seen before pretty much in the history of the credit market.

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