#340 | Nvidia > 🇩🇪 BIP, 💸 Big Tech Earnings, Nokia + AOL + PayPal, OpenAI IPO, Amazon-Jobs, Social Media Regulierung, Robots, Substrate

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Nvidia mit $5 Billionen Bewertung

https://finance.yahoo.com/news/jensen-huang-says-nvidia-visibility-213130540.html

Big Tech Quartalszahlen

• Alphabet: https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
• Amazon: https://www.cnbc.com/2025/10/30/aws-q3-2025-earnings-report-amazon-cloud.html
• Microsoft: https://www.cnbc.com/2025/10/29/microsoft-msft-q1-2026-earnings-report.html https://www.cnbc.com/2025/10/29/microsoft-open-ai-investment-earnings.html

• Meta: https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html

AI-Investitionen

https://www.cnbc.com/2025/10/31/tech-ai-google-meta-amazon-microsoft-spend.html

https://www.wsj.com/tech/ai/big-tech-is-spending-more-than-ever-on-ai-and-its-still-not-enough-f2398cfe?st=RKNoR2&reflink=desktopwebshare_permalink

Blast from the past:

• Nvidia investiert in Nokia: https://www.reuters.com/world/europe/nvidia-make-1-billion-investment-finlands-nokia-2025-10-28/
• Bending Spoons kauf AOL: https://www.forbes.com/sites/iainmartin/2025/10/29/aol-has-a-new-italian-owner-unicorn-startup-bending-spoons/
• PayPal-Partnerschaft mit OpenAI: https://www.cnbc.com/2025/10/28/paypal-openai-chatgpt-payments-deal.html

OpenAI IPO

https://www.threads.com/@carnage4life/post/DQig3f_DaSM https://archive.ph/thc09

Microsoft AI-Browser

Amazon-Entlassungen

Amazon Layoffs und Culture https://www.businessinsider.com/amazon-job-cuts-driven-by-culture-not-ai-says-ceo-2025-10

Social Media Regulierung

• China - nur für Experten: https://www.livemint.com/news/world/china-tightens-the-screws-influencers-now-need-degrees-to-speak-on-finance-health-law-11761619952479.html
• Australien - erst ab 16: https://www.bbc.com/news/articles/c89vjj0lxx9o
• Character AI - erst ab 18: https://www.bbc.com/news/articles/cq837y3v9y1o
• Grokipedia - nur für Red Pills: https://www.wired.com/story/elon-musk-launches-grokipedia-wikipedia-competitor/

Haus-Roboter aus Norwegen

https://sifted.eu/articles/1x-humanoid-robot-launch

Substrate ASML-Wettbewerber

https://www.reuters.com/world/asia-pacific/us-startup-substrate-announces-chipmaking-tool-that-it-says-will-rival-asml-2025-10-28/

Buchtipp: https://www.amazon.de/-/en/Eccentric-Orbits-Iridium-John-Bloom/dp/0802121683