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

Those all hit the Bloomberg terminal literally at the same time before the show started. voice-verified

We're trying to work out what's going on with all of the chatbots around the world. voice-verified

Let's get back to the AI story. voice-verified

Our next guest says we're seeing strong evidence of AI adoption and broadening from hardware to select software at the infrastructure layer. voice-verified

That's clear evidence of it is AI becoming increasingly integrated into business models. voice-verified

Alliance Bernstein's Formatic Innovation Equities, Chief Investment Officer Lei Chu is back with us on Bloomberg Tech. voice-verified

The common theme across all of those earnings we outlined, Lay, is that AI demand seems very strong. voice-verified

Is that what you say? voice-verified

Uh Lei, I wanna go back to NVIDIA last week just as an illustrative example, because they said that they would have top line growth of seventy percent in f uh fisc the the next fiscal year. voice-verified

But that was a forecast modelled on supply, their ability to supply, not growth modelled on demand. voice-verified

I found that math very interesting. voice-verified

How did you interpret it? voice-verified

We started a conversation with your writing about how this is broadening out, right? voice-verified

Basically from chips to other layers of the stack. voice-verified

How do changes in portfolios um reflect that right now? voice-verified

Alliance Bernstein's Formatic Innovation Equities CIA Lechu back on the show. voice-verified

Thank you very much indeed. voice-verified

Coming up, NVIDIA is going to acquire Hugging Face in a transaction valued at about $13 billion. voice-verified

We're going to speak with Hugging Face's co-founder, Thomas Wolf, about the deal. voice-verified

This is Bloomberg Tech. voice-verified

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