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
And the stock seems to be turning around, by the way, as we are going through this roundtable.
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Yeah, I mean look tonight the standard beat and raise numbers given where we are in the time and where the stock is don't matter.
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Uh unless they are able to c
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Uh passed through a 90 billion dollar hurdle mark, which is the high bar for the guide for the next quarter.
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Now that should really make the buy side bulls happy.
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I think tonight the key focus is going to be reassurance.
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There have been there has been some noise around supply chain issues or liquid cooling with that's Rubin ramp.
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We really need to hear that the Rubin ramp for the second half remains intact, and we would like to see that one trillion dollar demand.
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When they guide for the next quarter, the high bar it seems on the buy side is ninety billion.
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So if they're able to clear that, that should be a very positive event.
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There have been some third party, you know, benchmarks, and as as we as the systems do roll out, which they haven't yet, there will be more benchmarks.
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And it it we have seen consistently Nvidia systems, the latest Nvidia systems outperform what exists in the market today.
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But now it's no longer just about your performance, uh you outperforming on the specs, right?
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There's a use case, there's uh a concept of dollars per token per performance.
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So when we
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We look at something like a TPU, where the entire architecture of the data center is controlled and driven by the company using it itself.
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they are able to achieve a much more a much lower dollar per performance, which matters to them a lot.
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Real
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Yeah, we didn't hear anything sur uh positive coming out of the trip uh with the Trump administration, so we are not going to increase or adjust any of our China revenue estimates anytime near near in the near term.
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Well, to start with, we should be focusing on the CPU business because it's finally turning the corner.
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Showing 161–180 of 192 · page 9 of 10
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