Kunjan Sobani
speaker
192 appearances
17 recordings
2 series
first heard Apr 2026
last heard 3 Sep
Kunjan Sobani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Sep 2026 with 10.
Appearances
Bloomberg News Now · No End in Sight In Iran, Wars Strain Global Supplies, More · 3 Sep 2026
podcast
Near term, there doesn't seem to be a lot of big upside, apparently, from the company's perspective.
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We still think they are being conservative and they could get higher than that 115.
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But nevertheless, what was the key positive was that really high guide of 230 billion for the fiscal 28 from AI revenues.
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So that was
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Near term, there doesn't seem to be a lot of big upside apparently from the company's perspective.
voice-verified
We still think they are being conservative and they could get higher than that 115.
voice-verified
But nevertheless, what was the key positive was that really high guide of 230 billion for the fiscal twenty-eight from AI revenues.
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Just to perspective, the street is close to somewhere around 180 billion dollars there.
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So that was a real
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More than that, was this is the first time ever where they laid out clearly their top four XPU customers: Google, OpenAI, Meta, and Anthropic gigawatts that they are going to deploy for each 27 and 28 in detail.
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This is something the company has not done in the past.
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Again, it speaks to sort of the pressure that the company is facing around the visibility of these concentrated programs and the angst that is amongst investors.
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investors about demand continuing in twenty twenty eight.
voice-verified
More than that, was this is the first time ever where they laid out clearly their top four XPU customers: Google, OpenAI, Meta, and Anthropic gigawatts that they are going to deploy for each 27 and 28 in detail.
voice-verified
This is something the company has not done in the past.
voice-verified
Again, it speaks to sort of the pressure that the company is facing around the visibility of these concentrated programs and the angst that is amongst investors.
voice-verified
investors about demand continuing in twenty twenty eight.
voice-verified
More than that, was this is the first time ever where they laid out clearly their top four XPU customers: Google, OpenAI, Meta, and Anthropic gigawatts that they are going to deploy for each 27 and 28 in detail.
This is something the company has not done in the past.
Again, speaks to sort of the pressure that the company is facing around the visibility of these concentrated programs and the angst that is amongst investors.
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