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Data Centers are the New Railroads – DTNS 5137

Data Centers are the New Railroads – DTNS 5137

Update: 2025-10-31
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Description


Tech Earnings hit the clouds but Apple’s closer to the ground.


Starring Tom Merritt, Jenn Cutter, and Andy Beach.



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Show Notes


Amazon (AMZN) Q3 earnings report 2025

AWS Q3 2025 earnings report Amazon cloud

‘It’s culture’: Amazon CEO says massive corporate layoffs were about agility — not AI or cost-cutting – GeekWire

Amazon Ad Revenue Rises 24% to $17.7 Billion in Q3

AI turned Google Cloud from also-ran into Alphabet’s growth driver | Reuters


Tim Cook says Apple is open to M&A on the AI front | TechCrunch

Apple Services Revenue Increases 15% to Hit New Record in September 2025 Quarter

Apple Predicts Return to Growth After Surprise China Sales Drop – Bloomberg

Apple (AAPL) earnings report Q4 2025


Nvidia expands AI ties with Hyundai, Samsung, SK, Naver | TechCrunch

Blackwell GPU’s exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia | Tom’s Hardware

Samsung is using NVIDIA chips to build its new AI chip factory

Samsung and Nvidia to build an AI Megafactory to transform semiconductor manufacturing – SiliconANGLE


OpenAI now sells extra Sora credits for $4, plans to reduce free gens in the future


Linux vendors are getting into Ubuntu – and Snap • The Register


Google Maps is working on an extremely minimalist power saving mode

Danish Presidency backs away from ‘chat control’ | Euractiv

China’s Pony.ai gets the first permit for robotaxis in all of Shenzhen

Getty Images stock pops 19% on deal with Perplexity AI

Google brings free Gemini access to India’s largest carrier

WhatsApp Testing Apple Watch App – MacRumors

YouTuber Who Trolled Nintendo Now Owes $17,500 In Switch Piracy Lawsuit

Coinbase Stock (COIN) Rises After Revenue Climbs More Than Estimates – Bloomberg

Netflix Weighs Bid for Warner Studio, Streaming Units: Reuters – Bloomberg


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Data Centers are the New Railroads – DTNS 5137

Data Centers are the New Railroads – DTNS 5137

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