Phil Mercer
speaker
6,576 appearances
120 recordings
5 series
first heard Feb 2025
last heard 2d ago
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 — 118 in all, peaking in Aug 2026 with 38.
Appearances
So, Michelle, I don't know how you feel about such reports from the likes of PWC, but on your point there on the margin expansion, right?
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story on the technology side has been that NVIDIA dominates the content ownership of the server.
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You know, Dell doesn't really contribute that much to it.
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But if we get to that that thirty two trillion dollar number, surely Dell is gonna take a big slice of that market.
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Yeah.
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More broadly, across all the layers of the AI stack, where are you most focused right now?
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What are you looking at most closely?
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In the private markets we've seen that manifest in particular in specialized inference platforms.
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Um being able to you know, I'm trying to think of one, etched is a good example.
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Um when you say there will be market share changes, who loses out in that context?
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How high or low has the bar been set for Broadcom?
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Really interested in what you just said after the shocker of NVIDIA's earnings last week, where they gave us a f uh a rare fiscal year outlook for growth of seventy percent, which was modelled on supply.
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It wasn't a growth outlook based on demand, but supply can you extrapolate through to Broadcom?
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Michelle Connell of Porsche Capital Management for the first time on Bloomberg Tech.
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Thank you very much.
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A story that broke this morning, Alphabet.
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This is a shares, very muted move, after a federal judge ruled that Google doesn't have to sell off its advertising exchange and instead needs to make its ad tech tools work with those operated by rivals.
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The decision allows Google to avoid a forced sale.
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You'll remember.
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April 2025 ruling that the company had illegally monopolized two advertising technology markets.
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Showing 761–780 of 6,576 · page 39 of 329
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