Kunjan Sabani

Senior Semiconductor Analyst, Bloomberg Intelligence · Person

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Kunjan Sabani - Senior Semiconductor Analyst, Bloomberg Intelligence. Tracked across 70 mentions in podcasts and expert conversations analyzed by Sonic.

What Kunjan Sabani has said

Nvidia faces minimal competition in the non-hyperscaler segment, as competing ASICs, TPUs, and Trainiums are not present in this market.

bullish·Koenjan Sabani

Nvidia's $1 trillion revenue forecast for calendar years 2025-2027 excludes its $20 billion standalone CPU business, Groq-based LPX servers, and new CPX storage servers.

bullish·Koenjan Sabani

Nvidia's non-hyperscaler customer segment is expected to grow faster than its top hyperscaler segment.

bullish·Koenjan Sabani

Nvidia faces minimal competition in the non-hyperscaler segment, as competing ASICs, TPUs, and Trainiums are not present in this market.

Expert perspectiveKoenjan SabaniMay 22

Nvidia's $1 trillion revenue forecast for calendar years 2025-2027 excludes its $20 billion standalone CPU business, Groq-based LPX servers, and new CPX storage servers.

Expert perspectiveKoenjan SabaniMay 22

Nvidia's non-hyperscaler customer segment is expected to grow faster than its top hyperscaler segment.

Expert perspectiveKoenjan SabaniMay 22

Buy-side expectations for NVIDIA's next-quarter guidance have a high bar of $90 billion.

Expert perspectiveKunjun SubaniMay 20

Kunjan Sabani predicts that AMD's GPU business will only become a significant growth driver in the fourth quarter of 2026 or in 2027.

Expert perspectiveKunjan SabaniMay 6

NVIDIA has previously made investments in optical component companies Lumentum and Coherent.

Expert perspectiveKunjan SabaniMay 6

AMD's recent strong performance is primarily driven by its CPU business, rather than its GPU business.

Expert perspectiveKunjan SabaniMay 6

Kunjan Sabani predicts NVIDIA will transition to co-packaged optics (CPO) and silicon photonics technologies starting around 2027 or 2028.

Expert perspectiveKunjan SabaniMay 6

Kunjan Sabani believes AMD's high valuation is comparable to the premium multiple NVIDIA had when it was at a similar early stage of ramping up its server AI GPU products.

Expert perspectiveKunjan SabaniMay 6

AMD doubled its CPU business growth rate expectations in less than a year compared to its previous guidance.

Expert perspectiveKunjan SabaniMay 6

In less than a year, AMD doubled the Total Addressable Market (TAM) for its CPU business from what it had projected nine months prior.

Expert perspectiveKunjan SabaniMay 6

NVIDIA is strategically investing in its optical and networking supply chain to secure components for scale-up networking of its GPUs.

Expert perspectiveKunjan SabaniMay 6

A resurgence in server CPU demand is being driven by agentic AI and inference workloads, particularly for CPUs in AI head nodes that are paired with GPUs.

Expert perspectiveKunjan SabaniApr 24

Intel's gross margin beat was a standout positive in its earnings report, aided by higher factory utilization due to increased demand.

Expert perspectiveKunjan SabaniApr 24

Bloomberg Intelligence had predicted that Intel would report a strong, double-digit beat and raise in its earnings.

Expert perspectiveKunjan SabaniApr 24

Intel has a deal with Sambanova and has announced it may release new accelerator chips to target the AI inference market.

Expert perspectiveKunjan SabaniApr 24

Intel's PC client segment performance exceeded expectations, despite concerns that memory constraints and pricing could negatively impact the PC market.

Expert perspectiveKunjan SabaniApr 24

Intel's efforts to secure external foundry customers will require at least one to two years to be reflected in financial estimates.

Expert perspectiveKunjan SabaniApr 24

Intel does not have significant traction with its own accelerator chips for AI inference.

Expert perspectiveKunjan SabaniApr 24

The U.S. government's investment in Intel has not fundamentally impacted the company's revenues or capex so far, but it has helped with sentiment and morale.

Expert perspectiveKunjan SabaniApr 24

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