Kunjan Sabani

speaker

71 appearances 4 recordings 1 series first heard Nov 2025 last heard 7 Jul

Kunjan Sabani’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 — 4 in all, peaking in Nov 2025 with 2.

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Bloomberg Tech · AI Chip Selloff Spreads Across Global Markets · 7 Jul 2026 podcast

Yeah, with the addition of this pl announced plan, out of which 300 and certain billion dollars are earmarked on AI clusters, AI dental centers, not building factories for memory.

Uh, this addition now brings the total Soviet AI spending that we have been tracking close to getting to sort sort of 30 gigawatts.

Now, on an average, if you take uh 20 to 30 billion dollars just from the accelerators and

The chips going for one gigawatt, that's a significant number.

So we are seeing this theme playing out across the different regions.

This helps a coup a couple of things, right?

Reduces your reliance from these purely US hyperscaler and cloud spenders.

And this group of customers, the Soviet and the governments, are very sticky, are very long-term.

And once they dedicate a certain budget allocated to a certain vendor, you have a long-term visibility, not just

Toping off from quarter to quarter.

Uh most of the regions that we track are seeing significant tailwinds.

In fact, an announcement like this actually pressures the other regions.

If you're aware, Europe right now is going through their sort of chipsack 2.0 and focus on semiconductor, where we expect their numbers that they have announced to actually rise up because there has been a lot of critique that they're not spending enough.

So when one region increases the urgency uh of spending, the other region

Uh for the most part we are seeing say similar historical cycles repeat this time around, but a few things I want to point out that we are seeing different.

We are now seeing an advent out of an HBM, and a lot of focus from the incumbents like Nvidia, but also from the newcomers like Qualcomm and Cerebrus were going for away from HBM.

This could help sort of you know slow down the peaks and troughs of this memory cycle.

Also, we are seeing a significant

uh new vectors like the AI PCs, right?

Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026 podcast

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