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
Since then, a lot of tailwinds have gotten in their favor.
The new open AI chip is running ahead of schedule.
Programs at Meta and Anthropic have even gotten stronger.
So there's a lot of
Expectation as well, you said add with the big guide that Nvidia provided.
There's a lot of expectation to give a much higher number, almost twenty to thirty percent higher number to that hundred billion dollar number.
Yeah, look, so when you look at the other world, which is the custom chips, right?
Broadcom has almost close to over 80% share when it comes to revenue, right?
Broadcom has almost now seven to eight hyperscale wins.
So when you think of ASIC or custom silicon volume increasing, the number one beneficiary remains Broadcom.
And then step that Nvidia is doing, like we talked about, is hedging its risk.
So even if you go with a TPU or with a training-based
the data center, uh Nvidia can still play a role in there with its NVILINK portfolio.
But Broadcom definitely benefits across the board here as ASIC volume rises.
We definitely do.
I mean, almost depending on what they report tomorrow, but now close to like forty percent or so the revenue is from software.
So and one thing people always forget, you know, this is this software business is what really helps them generate significant free cash flow, which then they go and in turn to deploy in the semiconductor business to drive the growth which we are seeing in the AI.
So that business is very important.
We again expect some healthy numbers from that business uh tonight.
Yes, it's something that again doesn't surface on the top, but it's really the core driver in terms of free capital.
Showing 41–60 of 192 · page 3 of 10
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