The Marked Chart Wire · Series of events
Series of events · AI Infrastructure
AI Infrastructure: the latest, in order
12 stories from Oct 5 to Oct 26, newest last.
Updated
What happened, in order
Times are Eastern-
Where it began
Goldman Sachs sees U.S. data-center
Goldman Sachs sees U.S. data-center capacity reaching 64 gigawatts by year-end 2026
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Asian banks expand gpu lending
Asian banks expand gpu lending as ai infrastructure buildout accelerates
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Nvidia executive praises Nebius
Nvidia executive praises Nebius for pioneering AI factory design in Europe
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Lattice and Arm team up
Lattice and Arm team up to build protected AI server systems
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QuantumScape unveils new power storage
QuantumScape unveils new power storage unit for artificial intelligence hubs
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Lumentum, Astera Labs and Corning
Lumentum, Astera Labs and Corning demo optical PCIe for AI racks
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Navitas partners with Nvidia
Navitas partners with Nvidia on power board for AI infrastructure
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Fermi partners with AMD
Fermi partners with AMD to build AI data center in Texas
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Marvell introduces new 3nm connectivity
Marvell introduces new 3nm connectivity chips for AI data centers
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Cadence launches European AI design
Cadence launches European AI design platform with Nvidia
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Supermicro introduces liquid-cooled Nvidia Vera
Supermicro introduces liquid-cooled Nvidia Vera rack for AI agent workloads
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Latest
Banks and Blackstone announce $63
Banks and Blackstone announce $63 billion AI infrastructure deal
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The stocks in this series
- GS▲+2.0%Goldman Sachs60d$893.28
- META▼-1.9%Meta60d$630.56
- GOOGL▼-1.1%Alphabet60d$316.80
- AMZN▲+0.4%Amazon.com60d$249.03
- NVDA▲+2.4%NVIDIA60d$216.02
- C▲+0.3%Citigroup60d$121.04
Prices from Based on Mon, Oct 26 close · Opens Tue 9:30 AM ET. Each tile opens the stock's chart and news.
A series is a short summary of connected news, for learning. Not verified and not advice. Check the full stories before you act.