Daily Tech News Show

We Need More Power – DTNS 5138

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The compute deals are coming in fast, but is there energy for it? And how Google might save Siri.

Starring Tom Merritt, and Robb Dunewood.

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Show Notes

  • OpenAI, Amazon Sign $38 Billion Cloud Deal – WSJ
  • OpenAI signs $38 billion deal with Amazon, first partnership with AWS
  • Microsoft Vows to Spend $8 Billion in UAE Through 2029 on Cloud, Chips – Bloomberg
  • US allows Microsoft to ship Nvidia AI chips to use in UAE for first time
  • Microsoft Signs $9.7 Billion Deal With Data Center Firm IREN – Bloomberg
  • (1789) All things AI w @altcap @sama & @satyanadella – A Halloween Special BG2 w/ Brad Gerstner – YouTube
  • Meta bought 1 GW of solar this week | TechCrunch
  • Trump says Nvidia can’t sell China its best AI chips
  • Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory – Tom’s Hardware
  • New national law will turn large parking lots into solar power farms
  • Apple’s Nearly $140 Billion Quarter; When iOS 26.1 Will Be Out; iPad Mini Revamp – Bloomberg
  • With two new signs, can we finally believe in the new Siri?
  • China to ease chip export ban in new trade deal, White House says
  • Xi Quips About Backdoors During Xiaomi Phone Gift to Korea’s Lee – Bloomberg
  • Logitech’s latest keyboard dabbles in enthusiast features | The Verge
  • LG founder’s grandson, production firm partner up to bring AI to filmmaking | TechCrunch
  • Ayaneo’s first smartphone could have physical shoulder buttons
  • Samsung Galaxy S26 Ultra Release Date: New Leaks Brings Disappointment
  • [단독] 삼성 ‘갤 S26’, 내년 2월 25일 ‘AI 중심지’ 美 샌프란 언팩 – 머니투데이
  • AMD clarifies RX 5000 and RX 6000 GPUs will still get game-specific optimisations despite going into ‘maintenance mode’ | PC Gamer
  • Microsoft AI chief says only biological beings can be conscious
  • China’s Baidu says it’s running 250,000 robotaxi rides a week — same as Alphabet’s Waymo
  • BYD October sales dip 12%, first revenue drop in five years
  • UK Regulator Refers Getty-Shutterstock Merger for an In-Depth Investigation
  • Google pulls Gemma from AI Studio after Senator Blackburn accuses model of defamation | TechCrunch
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