Navigating the Future of AI Infrastructure
Join our tech analysts to explore the data behind the trends shaping this critical market and discover how infrastructure—particularly AI chips and compute capacity—is evolving to support the next wave of AI applications.
Speakers
Kunjan Sobhani
Senior Semiconductor Analyst
Bloomberg Intelligence
Kunjan Sobhani is a Senior Semiconductor Analyst at Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional Service at BI GO. Kunjan has 19+ years of experience in the Semiconductor industry having worked as an Engineer for various Semiconductor companies before switching to Investment banking, where he advised key Industry leaders on strategic transactions and eventually covering the sector as an Equity Research Analyst. Kunjan earned his Master's in Electrical Engineering from University of Southern California and his MBA from UCLA Anderson.
Woo Jin Ho
Senior Analyst
Bloomberg Intelligence
Woo Jin Ho is the senior networking and semiconductor analyst for Bloomberg Intelligence. His research has focused on enabling technologies next generation networks, such as software defined networking (SDN), high speed optics and 5G, and the direction of smartphone and data center chips in the semiconductor sectors. Prior to joining Bloomberg Intelligence in 2015, he was a sell-side equity analyst for Nomura Securities, Merrill Lynch and CIBC Oppenheimer over a 15-year span. He covered the networking, enterprise software and imaging sectors during his tenure on Wall Street.
Yahui Zhu
Technology Industry Specialist
Bloomberg
Yahui Zhu is currently Bloomberg Technology Industry Specialist, primarily responsible for providing products and services to global technology companies. Before joining Bloomberg, she worked at UBS Global Banking, Ant Group’s International Investment team, and McKinsey. Ms. Zhu holds a bachelor’s degree from Peking University and an MBA degree from Northwestern University’s Kellogg School of Management.