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
This is where Qualcomm really makes its business out of that.
So again, the guide doesn't look like there's not a lot of catalysts for upside there.
Uh look, it's a great business, it's running ahead of its peers, the growth little they keep on uh getting ahead of the targets that they have been laying out.
But again the question comes to it's still a small size of the total revenue, right?
If when the majority of the revenue today is still handsets, which is going to decline, uh in
The digitalization of Africa is going to power its growth.
Creating the world of something like HIV is possible.
Population growth is so enormous in
Yeah, you know, that second segment is very fragmented, but people keep missing because it's very diverse.
So first of all, it has Soven, right?
Which is itself driving billions of dollars of revenue.
All of the AI Neo clouds.
So when we look at the space in the AI Neo clouds, that keeps on growing higher and higher, and they are becoming now a significant spender of CapEx, which does not get captured in most of the CapEx discussions from the public clouds that we hear.
You have all of your AI labs,
up and coming enterprise and industries deployment of on-prem AI, as well as these data center guys who run the data centers are now becoming much more high GPU based AI data center cloud renters.
So this 50%, which is expected to grow faster than the top hyperscaler segment, by the way, is getting more and more significant, especially for NVIDIA, because this is where you have the least competition.
The ASICs and the TPUs and the Traniums don't compete in this segment.
So it's purely monopolistic for NVIDIA.
NVIDIA gets the highest stack attach rate, means they can sell a lot more of their networking and their other components here, and they get the best margins in this segment.
Yeah, all it includes is just the Blackwell and the Vera Rubin, the full stack that is going to start ramping in 3Q.
Showing 121–140 of 192 · page 7 of 10
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