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

NVIDIA delivered a strong sales outlook. matched

That is putting it mildly. matched

But it did warn that margins would narrow in the coming months, principally due to rising memory costs. matched

Let's talk about the impact of that with Cody Ackrey, managing director and senior semiconductor analyst at Benchmark, who has a buy rating and a $335 price target for NVIDIA. matched

And what is so interesting, Bloomberg's Ian King made the point at the top of the show, matched

the semiconductor space if any cfo or ceo said this is what's going to happen to margins over the next six months the stock would not go up like it did you seem sanguine about that as well matched

Cody, what links the margin story with the revenue growth outlook story is memory, right? matched

They were pretty clear that what they would have been able to do on growth were it not for supply constraints, this business would be doubling. matched

At the same time, matched

The emphasis on circular financing is NVIDIA saying we're just trying to help everyone get moving, particularly Colette Crest, the CFO, telling me they are helping people get supply. matched

How did you assess all of that explanation on NVIDIA as the bank of NVIDIA in the ecosystem? matched

Cody, on the analyst call, your industry peers asked about custom silicon and ASICs, and Jensen Wang continues to be dismissive of the threat of other options for accelerators. matched

Do you factor that in or model that in for growth going forward? matched

Cody Ackrey, Managing Director and Senior Semiconductor Analyst at Benchmark. matched

Thank you very much. matched

Coming up, Hugging Face's newest robot is a duck that can walk and talk and even roller skate. matched

Hugging Face co-founder and Chief Science Officer Thomas Wolfe leads the robotics initiative at Hugging Face and he joins us next. matched

This is Bloomberg Tech. matched

Hugging Face launched its second robot today called the MicroDuck, aimed at making AI more accessible, more playful. matched

The trainable biped robot can walk, kick, grab items, and even roller skate. matched

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