Vlad Galibov
Cloud and Data Center Research Director at Omdia. He discusses NVIDIA's position in the market, competition, and the adoption of AI.
Best podcasts with Vlad Galibov
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Aug 27, 2025 • 43min
Nvidia Investors Wait for Signals of Growth in Earnings
In this insightful discussion, guests explore the future of NVIDIA and its significant role in the AI landscape. Fiona Sincotta examines NVIDIA's market dominance and its effects on related stocks. Vlad Galibov analyzes competition and AI adoption trends. Jay Gambetta shares details about the IBM-AMD partnership for quantum-centric supercomputing. Carmen Reineke provides data-driven insights on NVIDIA's upcoming earnings and their potential market impact, amid concerns over growth and China.
Mar 20, 2025 • 43min
SoftBank’s Purchase of Ampere, Future of Ed-Tech
Vlad Galibov, Research Director at Omdia, shares his expertise on AI compute demand and NVIDIA's strategies. The conversation dives into SoftBank's $6.5 billion acquisition of Ampere Computing, highlighting its impact on the tech landscape. They discuss advancements in AI and the future of EdTech, including a significant investment in a for-profit community college aimed at reducing student debt. Additionally, the dialogue covers the evolving role of quantum computing and innovative approaches to redefining higher education.
