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    Steven Chin • TD Cowen

    Steven Chin's questions to Rigetti Computing Inc (RGTI) leadership

    Steven Chin's questions to Rigetti Computing Inc (RGTI) leadership • Q2 2025

    Question

    Steven Chin of TD Cowen, on behalf of Krish Sankar, asked about the potential for M&A, the roadmap for improving gate speeds, and the expected share count for Q3.

    Answer

    CEO Subodh Kulkarni explained that while Rigetti is open to M&A, they see no current practical opportunities that would accelerate their timeline, given their leadership position. Regarding gate speeds, he expressed confidence in achieving sub-50 nanosecond speeds, noting it's a critical metric for hybrid quantum-classical systems but not the most difficult challenge on their roadmap. CFO Jeffrey Bertelsen provided a Q3 share count estimate of approximately 327 million.

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    Steven Chin's questions to Arm Holdings PLC (ARM) leadership

    Steven Chin's questions to Arm Holdings PLC (ARM) leadership • Q1 2026

    Question

    Steven Chin of TD Cowen asked about the implications of rising hyperscaler CapEx for Arm's future royalty growth and licensing opportunities like CSS.

    Answer

    CEO Rene Haas described the increased CapEx as a 'very strong tailwind' for Arm. He explained that since AI will impact every industry and Arm is at the heart of compute from the cloud to the edge, the unabated demand for AI infrastructure is a long-term positive for both technology licensing and royalty revenue growth.

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