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Tarek Robbiati, Sonic AI
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Tarek Robbiati
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Tarek Robbiati
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The technology industry is witnessing a CapEx supercycle, with hyperscalers estimated to spend a cumulative $3 trillion over the next 3 years.
Expert perspective
Tarek Robbiati
Jun 19
Price-sensitive components like NAND flash represent only about 17% of Everpure's total revenue.
Expert perspective
Tarek Robbiati
Jun 19
The cost of NAND flash memory jumped by 600% to 800% at the end of 2023.
Expert perspective
Tarek Robbiati
Jun 19
The estimated $3 trillion in hyperscaler CapEx over the next three years excludes spending by AI firms like Anthropic and OpenAI, and neo-cloud players like CoreWeave and Crusoe.
Expert perspective
Tarek Robbiati
Jun 19
Hyperscalers' planned CapEx spending represents roughly 90% of their operating cash flow, indicating they can afford it without stretching their balance sheets.
Expert perspective
Tarek Robbiati
Jun 19
Everpure has intentionally operated at the lower end of its historical product gross margin range, at 65.5%, to manage the business for the long run amid rising component costs.
Expert perspective
Tarek Robbiati
Jun 19
The current high demand for AI infrastructure is a "supercycle" and not a short-term burst.
Expert perspective
Tarek Robbiati
Jun 19
The current demand-supply imbalance for flash storage is not expected to abate before the first half of calendar year 2026.
Expert perspective
Tarek Robbiati
Jun 19
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