Phil Mercer
speaker
6,576 appearances
120 recordings
5 series
first heard Feb 2025
last heard 3d 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
Uh this week custom silicon has been a big talking point.
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I had an interview with Jensen Wong where he basically said, I'm not worried about custom silicon, but I'm gonna make it easy for custom chips to work with our tech.
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You put research out this morning, Broadcom cement's number two AI chip position as XPU scales.
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Explain that to us.
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Kunjan, you're a chip guy.
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You're a semiconductor analyst and Broadcom is kind of like a s interesting business that has a software component.
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Do you pay attention to that software component?
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As floor generation.
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Very interesting.
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Uh the the other part of the the BI thesis is that uh uh whatever they might say tempers cyclicality.
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We just have twenty seconds, but what is it that they're trying to put to rest with that?
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Bloomberg Intelligence says Kunjan Sabani, Broadcom, after the market close.
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That does it for this edition of Bloomberg Tech.
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There's been a lot of news, so just a real quick check on what markets are doing generally in the technology space.
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NASDAQ 100 is flat.
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The Mag 7, some outperformance, chips, outperformance, and NVIDIA continues to have momentum and it has all week.
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In part that Media Tech deal, which I encourage you to go and check out.
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Also check out the podcast.
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Also find me on Twitter or X, find me on Instagram, let's talk.
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We love your feedback.
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Showing 921–940 of 6,576 · page 47 of 329
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