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
What do you think we'll learn tonight?
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So so so give me that ninety billion f fit uh figure again.
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I just put FA go on the Bloomberg back up.
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The the Sons consent Yeah, go for it, go for it.
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Fiscal two Q twenty-seven consensus is eighty-seven point three billion.
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The high side for the guide in the current period being ninety billion dollars.
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So fascinating.
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You know, I think Jensen Wong's talked about the the the the the the performance of an NVIDIA based system against uh TPU, against other ASICs.
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He may well get asked again, is there any data set out there in the world?
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Well, Kunjan, that that evidences your your argument that the Vera Rubin platform at least is extending NVIDIA's lead rather than seeing its market share shrink.
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quick, the Bloomberg intelligence thesis on China.
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Kunjan Sabani, Bloomberg Intelligence.
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Thank you very much.
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That does it for this edition of Bloomberg Tech.
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One last look, the countdown to NVIDIA's earnings, Nasdaq 100, session high 1.5%, socks rebounding up 4%, and NVIDIA is kind of the heart of that story.
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There is a lot of optimism, but Kunjan Sabani just said, raised beat doesn't matter.
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It's all about the outlook for the current period.
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We're just over four hours away from NVIDIA's.
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fiscal first quarter 2027 financial year earnings.
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Recap on the podcast.
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Showing 501–520 of 525 · page 26 of 27
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