Phil Mercer
speaker
525 appearances
2 recordings
1 series
first heard May 2026
last heard 21 May
Phil Mercer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
Maggie, we're in the uh unusual situation, aren't we, where it's Wednesday, we have earnings.
matched
I just got back from Las Vegas.
matched
We spoke to Jensen Wong on Monday.
matched
And to your point on the supply demand dynamic, this is what he had to say.
matched
Then there's the overhang, and I think you and I both know the overhang on NVIDIA is probably China, even if it's not material in some sense.
matched
Where do we stand on China?
matched
It's been uh it's been really interesting sitting next to you at some of the events of the last 12 months, right?
matched
We started with CES in January, then GTC.
matched
A lot of this is about Gens 1 trying to convince the world that AI is doing things that are meaningful and useful.
matched
How much do you expect him to kind of linger on that on the call?
matched
Not necessarily talk about the data centers getting built with NVIDIA GPUs, but he tends to like offer up: hey, this is what I'm doing with this particular piece.
matched
software or this is what I see in the enterprise.
matched
Bloomberg's Maggie Eastland, top, top reporting.
matched
Thank you very much.
matched
There's another big one out there today, and coming up, SpaceX moves closer to what could be the biggest IPO in market history.
matched
We're waiting on a pretty key document and we're gonna break down what to expect.
matched
It is primed for liftoff.
matched
This is what financial markets look like right now.
matched
The NASDAQ 100 rebounding up more than a percentage point, semiconductors rebounding again.
matched
Again, Friday, Monday, Tuesday, we were headed for correction territory.
matched
Showing 281–300 of 525 · page 15 of 27
← Previous
Next →