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The Marked Chart Wire · Tech and AI
Data Centers
Fitch Ratings indicates that significant upcoming computing infrastructure in Texas, Georgia, and Ohio could face legal barriers under new state administrations.
Part of a series: AI data center projects face power and regulatory hurdles
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HotData Centers
Satellite photos show the Iren Horizon 4 facility lacks necessary power units. Nebius is delayed to 2027.
Data Centers
Meta is reassessing its proposed $1 billion data center in Piqua, Ohio, following a charter measure that passed with 66.7 percent support. The vote included the recall of three officials who backed the project, amid broader opposition to AI infrastructure.
HotAI Spending
The SOXX ETF dropped over 23 percent in a month, with Intel and Cerebras losing nearly half their value. Goldman Sachs warned that Democratic midterm wins could lead to limits on AI building projects.
HotAI and chips
The hardware maker introduced a KV cache system built in partnership with IBM and Nvidia. The company claims the setup offers notable gains in inference speed.
HotNvidia
Moonshot is said to have turned to Europe to gain access to Nvidia's Blackwell chips.
AI Infrastructure
OpenAI committed to paying full electricity bills for its future facilities to address voter concerns. The company targets $600 billion in computing spend by 2030, with projects planned in Georgia and Ohio.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.