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.

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recordings per month · last 12 months

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

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Bloomberg Tech · Dell Raises AI Server Sales Outlook While HP Cuts Jobs · 26 Nov 2025 podcast

So there is certainly a very big market for the TPU chips.

As we saw with the Anthropic deal that was announced,

announced a couple of weeks ago and with this report with Meta.

So that opens up potentially a huge new market for Alphabet, and it does put Nvidia's market share under a little bit of pressure.

Now, this is still very early days, and it's not like Alphabet is out there

selling chips to people in the same way that Nvidia is, but certainly people are reassessing what our market share is going to look like over the coming years.

And if Nvidia's is a lot smaller than previously expected, what does that mean for the stock?

What does that mean for the valuation?

What does that mean for its expected growth rates going forward?

No, in fact, I spoke with him yesterday and he said he is more negative on Nvidia now than he was a couple of weeks ago.

I would say that the new concerns about custom silicon and new rising competition for Nvidia, this comes at a time when people are increasingly questioning the AI trade.

There is a lot of debate right now about the amount of spending going on, how durable is this going to be, how sustainable, what kind of returns are companies seeing on this, and if they're not seeing big returns on this investment,

Are they going to pull back on their AI spending going forward?

NVIDIA is really at the heart of a lot of AI debates right now.

And then you add in this new one where what does their market share look like?

What about competition?

That is just another reason for people to be skeptical.

Although analysts so far are holding firm and remain pretty positive.

Yeah, firstly, Tim, thanks very much for having me.

Great to be here.

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