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
This is Bloomberg Tech.
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Welcome back to Bloomberg Tech, NVIDIA earnings on deck.
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Company reporting its earnings results after the market closed.
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We're near session highs up more than 2%.
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And for many watchers, China is top of mind.
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Two themes.
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What's happening with China and demand outpacing supply around the world.
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Let's discuss where NVIDIA sits in the global chip ecosystem with Paulina McPadden, investment manager of international concentrated growth strategy at Bailey Gifford.
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I'm so excited to talk to you because yes, NVIDIA is in your strategy, but so is everything else around the world.
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And what Jensen outlined there on China is so interesting.
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The base case
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assumption right now for NVIDIA is zero access to China.
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Maybe we'll get some clarity.
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There's everything else that comes with that, and I just wonder how much attention you really pay to NVIDIA's ability to service the China market or not.
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We just showed SK Heinix is a part of your strategy.
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And you know, what we what we played to you a moment ago was a conversation I had with Jensen Wong on Monday.
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And it it seems memory is still the bottleneck.
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But the way that that Jensen outlined it to me is three years ago he went to the memory makers, including SK Heinex, and he said, This is what I think the world will look like in a few years' time.
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And he tried to convince them to invest in permanent capacity.
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better than I do, Paulina.
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Showing 401–420 of 525 · page 21 of 27
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