KS
Kunjun Sobhani
Person
Kunjun Sobhani is a Bloomberg Intelligence analyst who provides research and commentary on companies, markets, and investment themes.
2 episodes featuring Kunjun Sobhani
Bloomberg Tech
Nvidia ties buybacks to the next AI infrastructure race
The episode connects Nvidia’s capital returns and safety tools to the financial, industrial, and geopolitical risks of accelerating AI deployment.
Sep 28, 2026 · 54 min
Bloomberg Tech
Amazon diversifies AI chips as infrastructure hits physical limits
The episode connects a major chip-supply shift to the labor, power, compute, and manufacturing constraints shaping AI’s next phase.
Sep 8, 2026 · 52 min