• Link & Load
  • Posts
  • šŸš€ Nexperia's Inventory Gambit | 🧠 Google Cloud AI Revenue Boost | šŸŒ Xi’s Global AI Governance Push

šŸš€ Nexperia's Inventory Gambit | 🧠 Google Cloud AI Revenue Boost | šŸŒ Xi’s Global AI Governance Push

Curious how chip supply wars, AI-powered cloud growth, and geopolitical AI moves shape your tech world? Here’s the scoop you need before your morning coffee kicks in.

In partnership with

Find your customers on Roku this Black Friday

As with any digital ad campaign, the important thing is to reach streaming audiences who will convert. To that end, Roku’s self-service Ads Manager stands ready with powerful segmentation and targeting options. After all, you know your customers, and we know our streaming audience.

Worried it’s too late to spin up new Black Friday creative? With Roku Ads Manager, you can easily import and augment existing creative assets from your social channels. We also have AI-assisted upscaling, so every ad is primed for CTV.

Once you’ve done this, then you can easily set up A/B tests to flight different creative variants and Black Friday offers. If you’re a Shopify brand, you can even run shoppable ads directly on-screen so viewers can purchase with just a click of their Roku remote.

Bonus: we’re gifting you $5K in ad credits when you spend your first $5K on Roku Ads Manager. Just sign up and use code GET5K. Terms apply.

šŸ–‹ Today’s Angle

  • Nexperia’s China unit claims it’s sitting on solid chip inventories despite the parent company’s supply freeze—a supply chain cliffhanger.

  • Google Cloud's AI-driven growth is pushing Alphabet’s revenue up, but expect a few bumps on that shiny AI road.

  • Xi Jinping throws his hat into the global AI governance ring, aiming to reshape the geopolitical AI landscape.

  • Bitcoin finally breaks its October winning streak, reminding us even crypto has its off days.

  • Coinbase strengthens its grip on the US crypto market, proving even public listings can’t shake its throne.

  • Plus, a sharp tutorial that will turn your skills from ā€œmehā€ to ā€œheck yeahā€ before the week is out.

––Sascha Thiele

šŸš€ Tech & Business

What Happened: Nexperia’s Chinese subsidiary says it has enough chip inventories to keep customers happy despite the Dutch parent company’s suspension of wafer shipments amid disputes. Beijing’s export block adds fuel to the fire, but the Chinese arm is prepping alternative suppliers to meet demand starting in 2026.

Why It Matters: This saga highlights the fragile global chip supply chain and the geopolitical tug-of-war shaping tech manufacturing. It’s a reminder that sometimes, chip wars aren’t just metaphorical.

What Happened: Google Cloud’s AI-driven push has fueled a jaw-dropping 34% year-over-year revenue jump, hitting $15 billion in Q3. It’s now AI’s poster child within Alphabet, powering commercial adoption through custom chips and data centers. But even shiny AI engines hit bumps—infrastructure costs and fierce competition challenge growth sustainability.

Why It Matters: As AI reshapes cloud computing, Google’s playbook could redefine enterprise tech for years. Just remember, in tech, what goes up sometimes needs a pit stop (or twelve).

What Happened: At the APEC summit, Xi proposed a World Artificial Intelligence Cooperation Organization to regulate AI as a global public good — clearly a countermove to US-dominated AI governance. China aims to position itself as the friendly AI overlord backed by multilateral cooperation, potentially with Shanghai or Shenzhen as its hub.

Why It Matters: The AI arms race has moved beyond tech specs to geopolitical chess. This initiative might recalibrate power dynamics, regulation, and how AI’s ethical boundaries get drawn worldwide.

The concept of Manychat is easy: get rid of manual work on Instagram and use automations to make money. Use the link to get one month of the pro subscription for free.

*This is an affiliate link, so I would get a small commission if you use the tool.

šŸ’° The Finance Overview

money cash GIF by SLUTEVER

Giphy

The tech sector wears a mixed expression today. FAANG stocks show cautious optimism, buoyed by AI integration but tempered by macroeconomic jitters.

Startup funding remains focused on AI and blockchain, though caution lurks amid valuation recalibrations.

In infrastructure, semiconductor companies like Nexperia face geopolitical supply chain risks, while cloud providers double down on AI capabilities. Keep an eye on the AI hardware race—it’s not just about silicon, it’s about who holds the keys.

Cat GIF by Toshithecat

Gif by darkbean on Giphy

What Happened: After seven consecutive years of October gains, Bitcoin dropped nearly 5% last month—its first red October since 2018. Market volatility and global uncertainties stirred some nerves, with a mid-month flash crash reminding everyone that crypto’s rollercoaster has no off-season.

Why It Matters: This breaks the self-fulfilling prophecy of October strength and signals crypto markets might be in for a recalibration phase. Hold on tight; it’s not your usual pumpkin spice.

What Happened: Coinbase reported a 55% year-over-year revenue surge to $1.87 billion in Q3, driven by resurging trading volumes and strategic Bitcoin accumulation. Despite rivals going public, Coinbase’s expansive ecosystem approach—from prediction markets to tokenized stocks—keeps it firmly ahead in the crypto pack.

Why It Matters: Coinbase’s Q3 strength showcases how diversified crypto offerings can weather market volatility. For US crypto users and investors, Coinbase remains the reliable home base for navigating choppy waters.

Don’t get SaaD. Get Rippling.

Hundreds of apps create silos, wasted time, and missed opportunities. Rippling replaces SaaD (Software as a Disservice) with one system to run HR, IT, and Finance – without the drag.

Take a stand against SaaD today.

šŸŽ“ Skill Builder

Kubesimplify - Published July 2025

What You'll Learn:

  • Deep dive into Kubernetes architecture, including CRI, CNI, and CSI

  • Managing Pods, Deployments, Services, ConfigMaps, and Secrets

  • How to deploy microservices and expose them securely

  • Setting up production-grade monitoring with Prometheus and Grafana

  • Securing clusters with RBAC and cert-manager

  • Real-world, hands-on cloud-native application deployments

Why It's Worth Your Time: This nearly six-hour masterclass is your ultimate roadmap to mastering Kubernetes in 2025. Perfect for leveling up from beginner to cloud-native rockstar with practical demos and up-to-date best practices.

āœ… maillayer.com ā€” Send email campaigns via Amazon SES with NoCode

āœ… sidemail.io ā€” Email delivery made simple for startups

āœ… pickleformac.app— Screenshot, redact, and share — instantly and privately.

āœ… rumi.io— Earn while streaming shows.

āœ… postbrew.xyz ā€” The social laboratory for coffee lovers

Got a killer link we missed? Hit reply and share the goods. šŸ’Œ

What do you think about Link & Load?

Login or Subscribe to participate in polls.

šŸ Tomorrow’s Forecast

Expect AI regulation chatter to heat up alongside fresh tech IPO rumors. Get your popcorn ready. šŸæ

An AI scheduling assistant that lives up to the hype.

Skej is an AI scheduling assistant that works just like a human. You can CC Skej on any email, and watch it book all your meetings. Skej handles scheduling, rescheduling, and event reminders. Imagine life with a 24/7 assistant who responds so naturally, you’ll forget it’s AI.

Start your own newsletter and get a 30-day trial + 20% off for 3 months. Sign up here.

Reply

or to participate.