What podcasts say about Erica Kelly

Every statement, with the speaker, the exact quote and the moment it was said.

What Erica Kelly has said on podcasts

5 statements · 3 positive · 2 neutral

on Nvidia engineering workforceNeutralSep 28, 2026· Bloomberg Tech
More than half of Nvidia’s engineers are software engineers.
“over half of Nvidia's engineers are software engineers.”
Listen at 6:16
Open the episode · Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
on AI infrastructure demandPositiveSep 28, 2026· Bloomberg Tech
AI demand is growing faster than available compute, capacity, and power.
“we simply don't have enough compute and capacity and power and all of this to meet the demand which continues to grow across many, many different industries.”
Listen at 8:28
Open the episode · Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
on AMD, Marvell, and Broadcom platformsNeutralSep 28, 2026· Bloomberg Tech
Security features will become essential for AMD, Marvell, and Broadcom platforms.
“having a security aspect to the platform is going to be table stakes.”
Listen at 9:27
Open the episode · Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
on AI safety responsePositiveSep 28, 2026· Bloomberg Tech
The rapid response to AI safety concerns is reassuring.
“the speed at which we are seeing response is very reassuring.”
Listen at 9:46
Open the episode · Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit
on technology companiesPositiveSep 28, 2026· Bloomberg Tech
Technology companies offer attractive long-term value relative to growth prospects.
“I think that this is probably an interesting moment in time to really think about seeing these companies and buying these companies at extraordinary values relative to their growth prospects on a longer-term basis.”
Listen at 11:40
Open the episode · Nvidia Goes Big on Buybacks as SpaceX Reaches Orbit

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.