Open
The Marked Chart Wire · Tech and AI
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.
Prices from Live · updated 9:48 AM ET. Each tile opens the stock's chart and news.
New to this? Read: Reading a stock chart
AI Infrastructure
Supermicro and SambaNova plan to build AI inference racks that combine 10,000 SambaNova SN50 chips with NVIDIA GPUs. The systems target NeoClouds and sovereign data centers.
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.
Data Centers
Fitch Ratings indicates that significant upcoming computing infrastructure in Texas, Georgia, and Ohio could face legal barriers under new state administrations.
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.
AI Agents
Developers like OpenAI and Meta are advancing AI agents to handle complex tasks, but security risks and low consumer trust threaten adoption. Reports of unauthorized actions and limited user confidence are prompting calls for stricter oversight.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.