Tom Merritt .com

Data Centers are the New Railroads – DTNS 5137

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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