Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 10 Sep

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

Appearances

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Bloomberg Tech · Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter · 30 Jul 2026 podcast

Because remember, it's the CapEx side of it also that's important.

First of all, if customers are embracing Cranium along with Amazon Cloud, I mean, it's really good for them because guess what?

They get to keep a lot of that gross margin that they don't have to pay NVIDIA for those chips.

So I think sooner or later, the game...

The big game in this case is going to be who has the lowest cost per token within all the hyperscale cloud providers, and that's where Google and Amazon may have a leg over Microsoft.

Bloomberg Tech · Broadcom, Apple Expand Custom Chip Partnership · 6 Jul 2026 podcast

we've

Yeah, see, one of the things we realized that if you're going to do more inferencing, both on device and outside, and in the case of Apple, they're going to be using cloud services from, let's say, Google or anybody else, but they're also going to do their private cloud setup as well, which means more data centers.

Now, we all know for data centers, you would need chips.

Now, either you go and buy them from NVIDIA, or you can build your own custom chips, which we have seen that

You know that Google has its own chips.

Amazon's built its own chips.

And it's today's announcement.

And thanks to Mark Gurman for actually reporting that that agreement could be related to the AI servers that Apple is investing.

So, I mean, if they are going to be adding more of their custom chips for AI servers, where is that going to go?

It has to go.

So, I mean, I think it all turns nicely.

But at the same time, and remember, how much does Apple spec in CapEx?

Nothing compared to Microsoft or Amazon and the others.

So,

But it's not going to break their free cash flow nature, but it is going to go up compared to what it has been.

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