hyperscaler
also referred to as: hyperscalers
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 19, 2026 by Scott Kleinman · across every show →
Everything said about hyperscaler, oldest first
Jan 19, 2026 bearish
Kleinman: Weak AI ROIs will weigh on markets and hit levered players
“If those ROIs don't come to pass, I don't think the whole system is going bankrupt, but that clearly will have a weighing effect on the markets. Certainly the biggest hyperscalers will be okay, but that cascades down to many, many players, some of whom have go…”