David Kennedy

speaker

39 appearances 6 recordings 1 series first heard May 2026 last heard 29 May

David Kennedy’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in May 2026 with 6.

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You certainly ask interesting questions.

It's always a mistake to get out ahead of the president.

So it is all going to be the president's decision.

I think that we can see that the president very clearly stated out, stated his three, the open the strait,

Highly enriched uranium, no nuclear program.

Are those three aspects that you just outlined part of the temporary deal that has been agreed?

But if there can be no deal without those, why would there be a deal without those?

Obviously, we've taken up our AI storage guide, our server guide to $60 billion, and storage will grow every single quarter to go to the year.

So it's more prevalent across our products, across our verticals, across our customer base.

It's a really more broad base and AI demand, if you like, beyond the GPU in terms of the opportunities ahead.

You certainly ask interesting questions.

Obviously, we've taken up our AI storage guide, our server guide to $60 billion, and storage will grow every single quarter to go to the year.

So it's more prevalent across our products, across our verticals, across our customer base.

It's a really more broad base and AI demand, if you like, beyond the GPU in terms of the opportunities ahead.

Are those three aspects that you just outlined part of the temporary deal that has been agreed?

Obviously, we've taken up our AI storage guide, our server guide to $60 billion, and storage will grow every single quarter to go to the year.

So it's more prevalent across our products, across our verticals, across our customer base.

It's a really more broad base and AI demand, if you like, beyond the GPU in terms of the opportunities ahead.

Elf ears.

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