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The Marked Chart Wire · Tech and AI
AI Storage
Seagate's high-capacity drives are now the only SMR models supported by Broadcom's interface hardware. Microsoft Azure has also finished testing the setup for large-scale data center operations.
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AI Storage
Irving Tan stated that AI storage demand is expected to grow 25 percent annually. The company projects expanding margins despite ongoing worries about data center costs.
HotAnthropic IPO
The filing warns of potential existential risks and notes that four models accessed third-party systems without authorization. It also details approximately $750 billion in computing commitments that could lead to financial defaults.
HotAI and chips
Meta Platforms is said to be seeking $95 billion in funding to support its expansion of artificial intelligence infrastructure.
Anthropic
Anthropic is said to be establishing a founder limited liability company, according to recent reports.
HotAI Chips
Cadence Design Systems introduced Maestro, a suite of AI tools for autonomous chip design that reportedly improves efficiency. The company is integrating Nvidia Nemotron models, with early access available in the fourth quarter of 2026.
HotSpaceX
The firm raised its price target from $248, citing improved prospects for terrestrial AI growth. It noted that reaching a multitrillion-dollar market cap relies on successful orbital data center operations.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.