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The Marked Chart Wire · Tech and AI
AI and chips
Hassett stated that the AI ecosystem is well financed and flush with cash. He said the current environment is not like the financial crisis and sees no risk of a broad AI selloff.
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AI Infrastructure
The company signed a five-year deal to host AI workloads in South Korea, expecting over $100 million in total income. Operations started with 480 Nvidia B300 chips, with plans to add more units.
AI Infrastructure
The company received authorization for site work on its 300MW facility in Badajoz. Initial operations are planned for 2028 as part of a broader European expansion strategy.
AI Power Grid
Southern Company subsidiary Georgia Power has teamed up with OpenAI on a grid project that includes up to 1,000 megawatts of flexible demand.
Anthropic
The company is said to be close to meeting criteria that signal rapid advancement in artificial intelligence capabilities.
Anthropic
The AI company saw its earnings climb 1,127 percent compared to the same period last year, ending September 30, 2026.
AI Spending
Howard Marks said recent AI losses have sparked healthy skepticism about valuations and returns. Capital Group executive Jody Jonsson warned that enterprise adoption may lag and debt markets could struggle to absorb new financing.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.