Analyst
Melius
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Ben Reitzes is recorded as Analyst at Melius. Ben Reitzes has spoken on 5 earnings calls across 3 companies, most recently for Seagate Technology Holdings plc on July 28, 2026. Those appearances were for Intel Corp (INTC), Nvidia Corp (NVDA) and Seagate Technology Holdings plc (STX). The companies whose calls Ben Reitzes spoke on are classified in the Technology sector.
“I wanted to talk about two longer-term, ask you about two longer-term demand drivers, potentially. I mean, this key value cash use of the HDD tier at hyperscalers, how much is that helping right now?”
“Hey, guys, thanks a lot, and congrats on the quarter, and this is good news for the country, too. With regard to my question, the first one is on LPAs. If you could just talk about the Google deal, and there's a comment, I believe, in the release that you signed other LPAs.”
“My first question is about seasonality throughout the year. So, you know, Dave and Lipu, I mean, you're subseasonal in the first quarter. You said you'd be well above seasonal if you had the supply.”
“Jensen, I wanted to ask you about your $3 to $4 trillion in data center infrastructure spend by the end of the decade. Previously, you talked about something in the $1 billion range, which I believe was just for compute by 2028.”
“I wanted to ask, you know, first to Colette, just a little clarification around the guidance and maybe putting it in a different way.”
Melius
Analyst
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INTC
Semiconductors · Technology
NVDA
Semiconductors · Technology
