Note sull'episodio
🎙️ The Tech Stack Podcast
Ep.02 - NY Bans AI Data Centers, IBM's Rough Day, iOS 27 Beta, Nvidia & Samsung Unpacked
This week: NY pauses AI data centers, IBM has its worst trading day on record, iOS 27 beta lands with a rebuilt Siri, Nvidia's H200s barely reach China, and Samsung locks in Unpacked.
🕐 Timestamps
0:00 - Intro
1:14 - New York bans new AI data centers
4:37 - IBM's brutal earnings day
6:56 - iOS 27 public beta and Siri AI
9:57 - Nvidia's China chip squeeze
12:26 - Sponsor break
13:02 - Samsung Unpacked confirmed
15:48 - Wrap-up and outro
📌 What We Covered
🗽 New York pauses new AI data centers One-year moratorium on new hyperscale (50MW+) data centers, plus a push to repeal sales-tax exemptions. Backlash over electricity and water use, including in East Fishkill and Lansing.
📉 IBM's worst trading day on record Shares fell ~25% after a Q2 earnings warning missed expectations. CEO Arvind Krishna cited AI hardware spend and the memory shortage.
🍏 iOS 27 public beta: Siri gets rebuilt Released 13th July. Siri AI: ongoing conversations, on-screen awareness, cross-app context, multi-step actions. Needs iPhone 15 Pro+. Full release this autumn with iPhone 18.
🇨🇳 Nvidia's H200s barely reach China Shipments confirmed started, but a US official called the volume "very few."
📱 Samsung Unpacked - 22nd July, London Renamed Z Fold 8 Ultra plus a new, cheaper, more compact Z Fold 8. Three weeks ahead of Pixel 11.
🔗 Sources
🎧 Shoutout: Stephen Robles
Thanks to Stephen for the five-star review on episode one. Check out his shows:
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