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The Marked Chart Wire · Tech and AI
SpaceX AI
Bill Ackman stated that SpaceX might require $1 trillion in financing to build out Elon Musk's AI compute facilities, noting the project operates at a sovereign scale.
Part of a series: SpaceX raises $40 billion for AI hardware and pivots strategy
New to this? Read: Reading a stock chart
South Korea AI
South Korea's 2027 budget increases 12.8 percent to 820.9 trillion won. The plan includes a 21.3 trillion won investment in semiconductors, physical AI, and data centers.
AI Chips
Sam Altman met with Samsung and SK Group leaders to discuss AI memory and data centers. The visit follows earlier plans to expand production under the Stargate initiative.
HotMemory Chips
Shares of the Japanese chipmaker dropped 15 percent after it projected 2 trillion yen in operating profit, missing expectations. The company blamed timing issues for the miss, while its CFO expects demand to rebound in March.
HotTeraFab
Elon Musk is said to be changing course on the $16.8 billion Texas semiconductor facility, possibly resuming discussions with TSMC regarding shared ownership and operations. Intel also maintains a stake in the venture, though no final agreement exists.
HotCybersecurity
IO Fund analysts say rising AI use in cyberattacks and a wider attack surface are driving the cybersecurity rally that has doubled shares of CrowdStrike, Palo Alto Networks and Okta this year.
HotAI Data Centers
Anthropic is constructing its own data centers, creating demand for Bloom Energy's onsite power solutions. Bloom Energy reported a record third quarter.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.