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
That's all it includes.
It does not include, like you mentioned, the 20 billion CPU standalone that they mentioned, right?
For 26 and 27, it does not include the Grok-based LPX server.
It does not include the new launch of their storage based CPX servers and a few other networking components.
So a lot of good creamy revenues are not included in that.
The 1 trillion number by the way based on our estimate is rising.
So we think now it will be an upside to 1 trillion plus all of these other list of items that are listed could be an upside to that for revenues.
look everything looks kosher like your earlier guest was saying you know they have made us habituated to expect them to come out and expect and to beat by such a range mid single digits and that's a problem when you do that it has become sort of a baseline no longer something that is stands out if they didn't beat with this magnitude that would be something worse
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uh i do like the buyback announcement and and to address that resegmentation i i think we like that move i mean look our model has been trying to guesstimate this breakdown that they're giving in the data center business by the type of end customers for a while now it's always painful to really get that out of them and figure it out so we like that move that now they are coming up and disclosing that breakdown that also allows people to really see that it's not just the four top cloud customers
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that they're buying and running the business for NVIDIA.
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There's also growth coming from other vectors that people often miss out because it was not publicly
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Given the stage we are in, like I said, every quarter now in terms of near-term numbers, it's basically table stakes to beat by a single digit.
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They've already given a two-year pipeline of a trillion dollars.
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I don't know what else they could do just in terms of the print to really get excitement.
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Buyback usually is a good strategy.
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Remember, they're generating enormous amount of cash that right now
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despite all the big investments they're making massive multi-billion dollar investments they're making uh they don't have other way what to do with that cash so a buyback always is a sort of preferred uh go-to for us analysts that does reward shareholders from time to time
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From the press release, I would say everything looks fine.
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No need to panic.
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No need to worry.
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