Mandeep Singh

speaker

49 appearances 2 recordings 1 series first heard Apr 2026 last heard 29 Apr

Mandeep Singh’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 2.

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Bloomberg Tech · 80 Seconds of Big Tech Earnings To Set Market’s Fate · 29 Apr 2026 podcast

No, I think it's more nuanced uh in the sense that Alphabet is one of the only companies out of the four hyperscalers uh you mentioned that actually gives their token metric. matched

And what I mean by that is they have this monthly token uh trajectory around how much is the consumption of the Gemini model, and uh from that perspective they are at least. matched

Least two to three times higher than the other Frontier labs like Enthropic and OpenAI. matched

And I think what I would want to know is how does that token metric translate into revenue growth? matched

So it will show up in their search line, it will show up obviously in the cloud line, and you know the magnitude of the beat will kind of show at what rate are they monitoring. matched

advertising their tokens generated versus what we know about Anthropic over the past two, three months and OpenAI. matched

And from that perspective, I think that token consumption metric, for me, that is the key, along with cloud growth and cloud margins, but you want to see more of that tokens translating into revenue growth for alphabet. matched

Well, uh I mean Google, like everyone else, uh relies on supply chain, you know, for a lot of the components from uh TSMC's fab capacity to, you know, getting uh memory from one of the three players to storage. matched

So from that perspective, yes, there are a lot of constraints and if in this environment if you haven't really prepaid for your capacity for all of these components, you will matched

Have a hard time sourcing, even if you are the size of Alphabet. matched

So, look, all these things aside, I do think you know, uh, when Alphabet said their CapEx is gonna be around 185 billion dollars, they are uh you know putting the numbers and the you know investments in terms of getting that capacity. matched

The question is, how much are they allocating for external use versus what is being matched

Allocated across their family of apps, and then external use, we will see that in the cloud line, but the internal use, you know, the AI overviews, the AI mode monetization, that will get reflected in the search and YouTube lines, and that's what you want to see in terms of ad pricing because Meta is expected to grow top line 30%, and ad pricing is quite visible over there. matched

So you want to see that getting reflected in Google's results when it comes to search. matched

Bloomberg Tech · Google Cloud Debuts New AI Chips · 22 Apr 2026 podcast

I mean, look, right now it is about having the capacity to deploy AI workloads.

That's what everyone is scrambling for.

You have seen, you know, Enthropic really uh kind of change their models because they don't have the capacity to serve their best model.

And look, uh Google has that advantage when it comes to owning that TPU supply and also deploying it at scale with their family of apps.

And I think the best data point we are going to get in this earnings season is the cloud growth for Google segment.

Already was close to 50% last quarter when uh Azure grew 40%.

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