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Sandeep Rao

Bangalore
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Nvidia Q1 Earnings: Growth Slowdown, Massive Agentic AI Positioning

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By Sandeep Rao
| Seeking Alpha
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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Arm FY2026 Earnings: A Future Bet On AI Silicon

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By Sandeep Rao
| Seeking Alpha
Summary Arm Holdings plc (ARM) posted solid FY26 results, with revenue and adjusted profit both growing 23% year-over-year. Sustained growth in adjusted profit is driven by declining stock-based compensation post-IPO and robust IP licensing activity, especially from China. ARM is transitioning from a pure IP licensor to physical silicon production, targeting higher-margin datacenter and AI workloads, exemplified by the Meta partnership.
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AMD Q1 2026 Earnings: Datacenter Sales Mark Shift In AI Purchase Cycles

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By Sandeep Rao
| Seeking Alpha
May 06, 2026, 1:34 PM ET, , , , , , , , , Summary Advanced Micro Devices, Inc. delivered strong Q1 FY2026 results, with datacenter segment growth driving a 28% projected EPS increase over FY2025. The datacenter now contributes over half of AMD's revenue, fueled by major deals with Meta and expanding partnerships with Google, Microsoft, and Tencent. Supply chain risks loom, as AMD relies heavily on TSMC for advanced manufacturing and faces inflationary pressures in memory components.
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