Ryan Vestelica

speaker

483 appearances 21 recordings 1 series first heard Nov 2025 last heard 28 Aug

Ryan Vestelica’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AMD Soars on Blockbuster AI-Fueled Forecast · 6 May 2026 podcast

And even with that, it really just blew everyone away. voice-verified

Very strong results, very strong forecast, at least a couple of upgrades I saw, including from Goldman this morning. voice-verified

People were very impressed by their ability to draw really impressive growth and really sort of establish themselves as a major player within AI. voice-verified

Yeah, what's really interesting is if you look at the socks, it's up, I think, about 60% since late March. voice-verified

However, Nvidia, the biggest company really in the world, certainly the biggest semiconductor company, really hasn't been participating in that rally to the same degree. voice-verified

And it does seem like there is a growing appreciation that a couple of years ago, it basically had a monopoly on AI chips. voice-verified

Now we are seeing more and more people come into this market, including some of NVIDIA's biggest customers. voice-verified

So Alphabet last week talked about how it's going to start selling its TPU chips to other clouds. voice-verified

Those are specifically designed for AI applications, so there is a lot of demand for them. voice-verified

People even view them as superior to NVIDIA products in certain use cases. voice-verified

Amazon has its own chip. voice-verified

Meta is developing its own chip. voice-verified

Microsoft is. voice-verified

These are all of NVIDIA's biggest customers. voice-verified

So while it is dealing with competition from the likes of AMD, Intel, Qualcomm, all these sort of traditional chip makers, it is also seeing more aggressive moves into the space from its biggest customers. voice-verified

Like I said, Alphabet probably being the most notable one. voice-verified

Bloomberg Tech · OpenAI Drops Exclusivity Deal with Microsoft · 27 Apr 2026 podcast

Hey, good morning. voice-verified

Thanks for having me. voice-verified

So this is a very closely followed and highly respected analyst, and it really excited investors because Qualcomm right now is going through pretty uncertain times. voice-verified

It has been pretty strongly pressured this year, the shares, in large part because of the rise in memory prices, prices for memory-related chips, which is having an voice-verified

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