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
Plus, we hear from Elon Musk at a G20 meeting predicting AI will increase the global economy by up to 30%.
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And John Turnus officially takes over as Apple CEO today.
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This is the company gets ready for a new product unveil.
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Next week.
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There's a lot happening in financial markets, largely to do with what's happening in the bond market, expectations for the Fed, and a movement in oil.
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Technology shares the Nasdaq 100 and stocks in this case lower, and in a little bit's time, we're gonna get to what's happening in global bonds with yields at 2008 levels.
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But first, to our top story.
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The Claude Maker has agreed to a thirty five billion dollar cloud deal with NVIDIA backed Lambda, according to a Bloomberg source.
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It's the latest in a string of huge infrastructure deals as Infropic races to cons uh secure more computing power.
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Joining us is Bloomberg Sarah Fryer, who has the details.
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It's kind of a squishy, unusual arrangement.
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Um what do we need to know?
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I I would say NVIDIA Lambda and the developer on this deal, Hut 8, didn't respond to our our request for comment on the story, but NVIDIA does say it's like a conduit between the capacity and those that need it.
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Thirty five billion dollars seems like a lot, but actually if you look at the the news flow of late, Anthropic's done quite a few deals at that scale.
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What other places has it been securing some capacity?
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Any day now we expect Anthropic to publicly file for an IPO.
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Uh Bloomberg Sarah Fryer, managing editor for the big tech team.
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Thank you so much.
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Let's take a look at today's big number: $218 billion.
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That's MediaTech's market value after shares surged nearly 10% in Asia trading.
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Showing 961–980 of 6,576 · page 49 of 329
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