The AI Cloud Shake-Up: AWS’s New Silicon, NVIDIA’s Strategy & Apple’s Innovation Question

00:00:00 - Intro & Fitness check-in
00:02:27 - AWS re:Invent 2025 Overview (The Decode)
00:04:00 - Chip Announcements at AWS (The Decode)
00:07:09 - AI and Enterprise Confidence (The Decode)
00:10:17 - AWS Frontier Agents and New Products (The Decode)
00:12:53 - Sovereign Cloud Infrastructure (The Decode)
00:14:30 - NVIDIA's Strategic Partnerships (The Decode)
00:16:41 - Apple's Executive Departures (The Decode)
00:19:55 - Microsoft's Response to Misinformation (The Decode)
00:29:06 - Debate on Robotics vs. AI (The Flip)
00:37:09 - Market Updates and Economic Indicators (Bulls and Bears)
00:44:10 - Marvell's Earnings and Growth (Bulls and Bears)
00:47:16 - Salesforce's AI Metrics and Performance (Bulls and Bears)
00:48:25 - HPE's Strategic Focus and Growth (Bulls and Bears)

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Decode
AWS re:Invent - Recap
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AWS & Google Collaboration on Multicloud Networking
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AWS announces new capabilities for its AI agent builder
https://techcrunch.com/2025/12/02/aws...
Amazon previews 3 AI agents including “Kiro” that can code on its own for days
https://techcrunch.com/2025/12/02/ama...
Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap
https://techcrunch.com/2025/12/02/ama...
Amazon to let cloud clients customize AI models midway through training for $100,000 a year
https://www.cnbc.com/2025/12/02/amazo...
Nvidia News
NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design
https://nvidianews.nvidia.com/news/nv...
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Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations
https://www.cnbc.com/2025/12/03/nvidi...
Apple Design Executive Alan Dye Poached by Meta in Major Coup
https://www.bloomberg.com/news/articl...
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Microsoft denies report of lowering targets for AI software sales growth
https://www.reuters.com/technology/mi...
Original The Information article: https://www.theinformation.com/articl...
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Marvell to acquire Celestial AI for as much as $5.5 billion
https://www.cnbc.com/2025/12/02/mrvl-...
Why Intel’s Onshore Chip Production Is So Important for U.S. Industrial Policy
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MIS & TFG analysts at HPE Discover in Barcelona (Dave, Will Townsend, Ryan Shrout)
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The Flip: Is the Trump Administration’s Pivot to Robotics a Smart Next Move After AI? (The Flip)
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