Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 5d ago
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
Its largest customer is South Korean memory giant SK Hynix at nearly 30% of revenue.
Now, last week, NVIDIA and SK Hynix signed a multi-year partnership to create more memory products.
And so more memory means more probe cards.
That should also mean more business for
form factor, and I should also mention that NVIDIA itself is a 10% customer for this company as well.
So there are risks, trades at over 25 times 2030 earnings targets according to management, so it's not cheap, but this isn't a bet on which model will win, this is a bet on that there will be more chips and that they will need to get more complex, and so that's more business for form factor.
To your point, Matt, there's really no other way to do this, to be fair.
When the space is moving as fast as it is and you've got to spend a ton of money to build something that's very expensive up front, of course you're going to take on a lot of debt and you're going to take it on very quickly.
So
I want to be fair to Oracle on the one hand, and also I want to acknowledge that it is a long game that the company is playing.
This is, to the RPO number specifically, okay, $638 billion, yes, but over half of that is more than three years out.
So it's not expecting this money anytime soon.
Now, that's a little bit risky for sure.
Do I think that AI data centers are going to still be a big thing in three years?
Yes.
Do I think that all of that money is necessarily in the bag right now for Oracle?
No, not necessarily.
That said, I mean, OpenAI, much of what it is doing is the Stargate initiative.
And there's a lot of companies involved in that.
Also, the White House is supportive.
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