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 months

Recordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Nvidia Earnings In Focus; SpaceX Eyes Historic IPO · 20 May 2026 podcast

Both sides you see. matched

Do you see action on the the news side and the likes of Meta, other Frontier Labs on actively fixing this, taking action on it? matched

Campbell Brown, CEO of Forum AI. matched

It's great to have you on Bluebird Tech. matched

Thank you very much indeed. matched

Now coming up, we're gonna get back to the top story. matched

What to expect from NVIDIA's earnings? matched

The chipmaker, off-session highs, still up just more than 2%, top line growth 80%, EPS growth 85%. matched

The market wants more than that from Jensen One. matched

This is Bloomberg Tech. matched

That was Jensen Wong in March singing a pretty positive tune about selling AI chips to China. matched

This was the Nvidia CEO striking a slightly different note when he spoke to us on Monday. matched

That needs to be reconciled. matched

Some analysts are hoping to get more insight into NVIDIA's future in China in its earnings later today. matched

There's also the battle NVIDIA faces with custom silicon. matched

Kunjan Sabani from Bloomberg Intelligence here to talk us through those expectations, writing that NVIDIA has extended its AI lead even as custom ASIC competition grows. matched

And so like I'm trying to understand this right. matched

We're talking about a world where we go from training to inference. matched

And then the custom ASICs also, just as with the NVIDIA GPUs, are in a world where demand is outpacing supply. matched

So we're trying to work out the market dynamic. matched

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