Phil Mercer

speaker

6,555 appearances 112 recordings 5 series first heard Feb 2025 last heard 11 Sep

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 — 110 in all, peaking in Aug 2026 with 38.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face · 3 Sep 2026 podcast

Doubling again in fiscal 28, but not huge enough for this market. voice-verified

And that's where I want to start today's show. voice-verified

Let's get more with Bloomberg's Dina Bass. voice-verified

Um Broadcom is a custom silicon story, right? voice-verified

And they posted some big numbers in terms of what's gonna come, but it just wasn't enough for this market. voice-verified

It was a high bar. voice-verified

The stock's down 6% right now. voice-verified

Pretty much on track for its biggest drop since the first week of June. voice-verified

$115 billion in fiscal 27 on AI chips, $230 billion in fiscal 28. voice-verified

Those are big numbers, but like NVIDIA is doing now $100 billion of revenue overall in a quarter. voice-verified

You know, is there any sense that this custom chip game is chipping away at NVIDIA's leading that market? voice-verified

gaining market share on Broadcom's side. voice-verified

Bloomberg's Dina Best, thank you very much indeed. voice-verified

Um, stay with Bloomberg. voice-verified

We're gonna break down the other earnings. voice-verified

We're gonna speak with the Snowflake CEO, Sridhar Ramaswamy, and the HPE CEO, Antonio Neri, later this hour. voice-verified

By the way, when we came to air, there were some headlines on the Bloomberg terminal about chatbot outages. voice-verified

Curiously, the headlines all hit at the same time. voice-verified

Uh, Down Detector is saying that users are reporting issues with open AI. voice-verified

Platforms, SpaceX AI is saying that Grok is experiencing issues and is investigating the outage, and Anthropic is saying, all within the same time span, it's investigating clawed errors and working on a fix. voice-verified

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