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
investors about demand continuing in twenty twenty eight.
Bloomberg News Now · Global Gas Supply Fight, Broadcom AI Chip Surge Forecast, More · 3 Sep 2026
podcast
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, 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.
investors about demand continuing in twenty twenty eight.
Initially it looked like a lukewarm beat even when they guided to fiscal twenty-seven of hundred and fifteen billion dollars of AI revenue and the street was actually higher one hundred and twenty billion.
So near term there doesn't seem to be a lot of uh big upside apparently from the company's perspective.
We think still we still think they are being conservative and they could get higher than that 115.
But nevertheless, what was the key point?
Bloomberg News Now · 3 Dead in Minneapolis Shooting, Clippers Fined By NBA, More · 3 Sep 2026
podcast
Initially it looked like a lukewarm beat, even when they guided to fiscal twenty-seven of hundred and fifteen billion dollars of AI revenue and the street was actually higher one hundred and twenty billion.
So near term there doesn't seem to be a lot of uh big upside apparently from the company's perspective.
We think still we still think they are being conservative and they could get higher than that hundred and fifteen.
But nevertheless, what was the key point?
Positive was that really high guide of two hundred and thirty billion for the fiscal twenty eight from AI revenue.
Bloomberg News Now · Minneapolis Shooting Leaves 2 Dead, Clippers Fined By NBA, More · 3 Sep 2026
podcast
Initially it looked like a lukewarm beat, even when they guided to fiscal twenty-seven of hundred and fifteen billion dollars of AI revenue and the street was actually higher one hundred and twenty billion.
So near term there doesn't seem to be a lot of uh big upside apparently from the company's perspective.
We think still we still think they are being conservative and they could get higher than that hundred and fifteen.
But nevertheless, what was the key point?
The bar is sp very high specifically for their fiscal twenty twenty-seven outlook.
Remember, last quarter they sort of missed on the three Q guide and they reiterated the hundred billion plus uh revenue for fiscal twenty-seven, which investors did not like.
Showing 21–40 of 192 · page 2 of 10
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