Phil Mercer

speaker

6,576 appearances 120 recordings 5 series first heard Feb 2025 last heard 4d ago

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 · Nvidia Sees 70% Growth as AI Boom Accelerates · 28 Aug 2026 podcast

What is it specifically that the market is cheering so much here? matched

How unusual it is to have a full fiscal year guide, something more than that? matched

So the argument is top line growth for that fiscal year would be greater were it not for supply constraints. matched

So demand is doubling. matched

It's at 100 percent. matched

Do you take that full face value? matched

in prior quarters, the question was always, is the bigger picture story intact, like AI's full momentum? matched

And that chart I was just showing was adoption on different metrics against the frontier labs. matched

What Colette Cress in particular argued was like, look, we have full confidence that those frontier labs are going to turn into mature companies, not just revenue. matched

They're going to be great businesses. matched

No one seems to be lingering on that this morning. matched

Why? matched

Doug Huber of Wealth Enhancement, thank you so much for joining us here on Bloomberg Tech. matched

Let's take a look at today's big number, $45 billion. matched

That's how much Anthropic is thinking of spending to rent AI cloud computing capacity from NScale's flagship data center in West Virginia. matched

That's according to sources who say the commitment's over six years and represents about 460 megawatts. matched

Let's stick with Anthropic and add Salesforce into the mix as the two companies are deepening their partnership with Anthropic, integrating Salesforce's products within Claude. matched

The news was revealed as Salesforce also gave an outlook for strong revenue expansion, sending shares jumping beyond 21%, the most in six years. matched

Yeah, the most in six years. matched

Bloomberg's Brady Ford's here to break it all down. matched

Showing 1221–1240 of 6,576 · page 62 of 329