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
They are already investing heavily in R&D and OPEX.
So we think this use of cash is definitely going to pay a lot more ROI versus the other use of
I mean, we again expect decent beaten race, but I don't think that will be enough.
It never has been in the...
For the market's reaction, yeah.
I mean, if they get close to the 100 mark, that will be something.
We don't expect that given the supply constraints.
But the focus right now is on three key areas.
One, the concerns around vendor financing and off-balance sheet obligation.
Second, we would love to hear something positive on the China end.
Right.
And one positive key impact for which is the 3Q guide.
This is the first time ever that Vera, Rubin, we now expect to ramp day one at every single hyperscaler, frontier lab, cloud provider, Neo cloud, you name it, which has not happened with Blackwell or the past revisions.
It could be a positive surprise.
We at this point do not expect anything negative surprise.
Again, the reason they're out and about so much is the last time when this time of the year Blackwell's was ranking, there was a lot of hiccups.
So they want to avoid any concerns or fears or rumors around hiccups.
The only one thing on the negative side we're looking for is gross margin impact.
We don't expect investors are not hoping or bracing for a lot of gross margin impact.
Remember, whenever a new product ramps,
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