Podcast Summary: WSJ Tech News Briefing

Episode Title: TNB Tech Minute: Nvidia and Deutsche Telekom to Build AI Factory in Germany
Host: Julie Chang
Date: November 4, 2025

Episode Overview

This episode of the WSJ Tech News Briefing highlights the most significant developments in the technology sector for November 4, 2025. The main segment covers Nvidia and Deutsche Telekom’s ambitious partnership to build a major AI factory in Germany—a move expected to boost the country’s AI capabilities. The episode also includes updates on corporate earnings and forecasts from AMD, Rivian Automotive, and Nintendo, summarizing performance and growth trends across the chip, electric vehicle, and gaming industries.

Key Discussion Points & Insights

1. Nvidia and Deutsche Telekom’s AI Mega-Factory (00:21 – 01:12)

• Announcement: Nvidia and Deutsche Telekom are collaborating to construct one of Europe’s largest AI factories in Munich, Germany.
• Facility Details:
  • The new AI factory will be housed by renovating an existing data center.
  • It will be powered by up to 10,000 Nvidia Blackwell GPUs.
• Expected Impact:
  • Deutsche Telekom claims the facility will “bolster AI computing power in the country by around 50%.”
  • Operations are set to begin in the first quarter of the next year.
• Significance: This partnership signals a major leap forward in Germany’s AI infrastructure and underscores growing investments in European AI initiatives.

Notable Quote:

"Nvidia and Deutsche Telekom are partnering to build what would be one of Europe’s largest AI factories… Deutsche Telekom said the facility would bolster AI computing power in the country by around 50%."
— Julie Chang (00:27–00:42)

2. AMD Earnings Surge (01:13 – 01:36)

• Financial Performance:
  • AMD reported sharp increases in both profit and sales versus the prior year.
  • Profit rose to $1.96 billion (from $1.5 billion).
  • Data center revenue up 22% to $4.3 billion.
  • Adjusted earnings per share exceeded analyst estimates (FactSet).
• Drivers: Growth driven by expansion into AI data centers and an uptick in personal computer processor sales.

Notable Quote:

"Advanced Micro Devices has reported sharp increases in both profit and sales for the latest quarter…data center revenue rose 22% to $4.3 billion."
— Julie Chang (01:16–01:28)

3. Rivian Automotive’s Revenue and Market Growth (01:37 – 01:49)

• Financial Highlights:
  • Third-quarter revenue saw a significant jump; top line rose 70% to $1.56 billion.
  • Automotive business sales increased by 47%.
• Context: Results reflect increased vehicle deliveries and higher average selling prices for the electric vehicle maker.

4. Nintendo’s Upbeat Forecasts and Sales Performance (01:50 – 02:16)

• Company Performance:
  • Net profit for six months ended September: up 83% to $1.29 billion.
  • Revenue more than doubled due to strong sales of the new Switch console and popular game releases (e.g., Mario Kart).
  • Console sales forecast raised to 19 million Switch 2 units by March (previously 15 million).
• Implications: Positive momentum driven by hardware innovation and enduring popularity of key gaming franchises.

Notable Quotes & Memorable Moments

• "Nintendo now expects to sell 19 million Switch 2 consoles by March, up from the previous forecast of 15 million."
  — Julie Chang (02:06–02:12)

Timestamps for Important Segments

| Timestamp | Segment | |-----------|-------------------------------------------------------------| | 00:21 | Nvidia & Deutsche Telekom unveil AI factory plans | | 01:13 | AMD posts sharp increases in profit and data center growth | | 01:37 | Rivian Automotive’s revenue growth | | 01:50 | Nintendo increases Switch 2 sales forecast and profits |

Language & Tone

Julie Chang delivers a concise, informative, and businesslike briefing, sticking closely to key numbers and high-impact facts relevant to tech industry watchers.

Summary

This episode spotlights Europe’s accelerating AI infrastructure ambitions, tangible growth among leading semiconductor and EV companies, and continued resilience in gaming. The news highlights collectively capture a snapshot of critical trends shaping the global tech landscape in late 2025.