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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Sep 2026 with 10.
Appearances
Yeah, so most of the times when we discuss what's the biggest challenge to NVIDIA GPUs, it's these custom silicon, right?
And this is a great hedge that NVIDIA is playing.
So even in a data center that is built up, not using NVIDIA's GPUs, but using custom silicon, like whether it's a TPU, whether it's an Amazon system silicon, these kind of partnerships will allow NVIDIA to stay within the stack.
both from a hardware and a software perspective, and hence not lose out on the entire CapEx dollar spent.
We have already seen a glimpse of this play out.
NVIDIA had a similar arrangement with Marvell, which is the key ASIC provider for AWS.
And we are seeing this NVLink Fusion deployment happening in AWS.
And guess what?
Recently, AWS has been the biggest NVIDIA GPU customer.
So read what you will in there, but this is definitely a great win-win situation.
Somewhat true.
Look, the challenge that XPUs have, especially when deploying it to external parties, it's a very closed ecosystem, both from a software perspective and a network perspective.
So this does help them with time to market.
But I would not stretch it to a degree and say this really helps them become sort of a chip seller to the whole industry.
I think, you know, like I mentioned in my prior interview, this is sort of the bank of Jensen or the bank of Nvidia really flexing its muscle.
We see these as great use of cash.
I mean, look, the amount of cash they are generating, what can they go ahead and do, right?
Last time when they announced an increase in dividend, the street didn't really like it.
It took it as a signal that the growth is slowing.
Even if they do hundreds of billions of buyback, that's basically single digit percentage buyback for the stock.
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