Phil Mercer

speaker

6,576 appearances 120 recordings 5 series first heard Feb 2025 last heard yesterday

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 — 118 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

You talked about a specific uh contract with an unnamed hyperscaler. voice-verified

Uh this is a market where people like want the detail. voice-verified

So I ask you, who is that hyperscaler? voice-verified

But what what is significant about that arrangement that that the market should be excited about? voice-verified

Yeah. voice-verified

Uh Antonio, I don't know if it's makes it any easier or for you, but I did a ask Jensen Wong about circular financing earlier this week on the show. voice-verified

In the Oracle arrangement, Oracle gets warrants and so inevitably the questions are are raised, is this or is this not circular financing? voice-verified

Let's get away from the numbers and just ask what what what's the story here with what's happening in in AI uh build out, right? voice-verified

W when NVIDIA had its earnings last week, they gave a growth forecast that was modeled with supply, their ability to supply the market, and the status of demand running ahead of supply is quite well known. voice-verified

What what is the situation for HPE? voice-verified

Is it such that you can say, okay. voice-verified

Okay, here is what we can s const co comfortably supply or confidently supply to the world, but it would be greater were supply chains improved. voice-verified

HPE CEO Antonio Neri, thank you so much for your time this morning uh on the earnings beat. voice-verified

Now coming up, Blue Origin turns to another Jeff Bezos venture for its talent. voice-verified

Really interesting story next. voice-verified

This is Bloomberg Tech. voice-verified

A framework for light touch regulation of AI has been agreed to by the members of the G20 out of a tech and innovation summit held in North Carolina. voice-verified

The so-called Carolina principles call for nations to apply sector-specific approaches to rulemaking, avoid creating new regulatory bodies for AI governments, and urge closer collaboration between governments and private industry. voice-verified

Here's Commerce Secretary Howard Lutnick on the need to embrace the AI build app. voice-verified

A quick look at Tesla shares up more than seven percent. voice-verified

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