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
Stay with us because it's halftime in the program.
matched
And this is Bloomberg Tech.
matched
Welcome back to Bloomberg Tech.
matched
That was NVIDIA CEO Jensen Huang speaking on the earnings call from fiscal second quarter financial year 27 earnings.
matched
One of the big takeaways from NVIDIA's earnings was the rise in demand beyond the hyperscalers.
matched
Bloomberg Intelligence writing that it was a more important signal for the future than NVIDIA's signature beat and raise.
matched
The author of that research, Bloomberg Intelligence's Kunjan Sabani here with us.
matched
What is the world outside of the hyperscaler?
matched
What are we talking about?
matched
You know, some people would say, oh, this is about companies big and small building on-prem, right?
matched
And that Nvidia's gonna have this whole new customer list that is of that size.
matched
It's hard to see, give me the full thesis.
matched
I think during the call, there was an attempt to clarify that kind of mysterious $1 trillion figure.
matched
So it runs calendar 25 to the end of 27.
matched
It is Blackwell and Rubin systems, but it excludes Vera CPU and some of the other networking components you were just talking about.
matched
I always come to you, you always have your feet on the ground, right?
matched
It doesn't really matter what the number is that hits on the second quarter, 91 billion plus or minus 2%.
matched
That number, the 1 trillion, give me your kind of like base level understanding of it.
matched
Kunjan Tabani from Bloomberg Intelligence.
matched
Your research is always the go-to, man.
matched
Showing 121–140 of 525 · page 7 of 27
← Previous
Next →