The Marked Chart Wire · Tech and AI
HotAI and chips
Oracle ends $7 billion chip deal with Tencent
The company reportedly halted a $7 billion agreement to provide AI hardware to Tencent due to US regulatory concerns.
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Nvidia China
Nvidia reportedly allocates 1% of RTX chip orders to China
Nvidia is said to be directing 1% of its $70 billion RTX chip orders to clients in China.
PC Demand
AMD warns of double-digit PC market decline in 2027
Advanced Micro Devices expects a double-digit drop in the personal computer market next year due to rising memory costs. The company's stock increased by approximately 5 percent in after-hours trading.
Nvidia
Chinese firms reportedly order 6 million Nvidia chips
Chinese AI companies have reportedly placed orders for 6 million Nvidia RTX Pro 5500 chips valued at roughly $70 billion. Due to production shortages, buyers expect to receive only 1 percent of the total over the next four months.
Nvidia
Nvidia allocates 1 percent of $70 billion chip order to China
Nvidia stated that Chinese clients will receive 1 percent of the $70 billion worth of RTX chips it has ordered.
AI Safety
Google DeepMind staff push to drop AI risk speech bans
DeepMind researchers are urging Google to remove non-disparagement clauses they say hinder public warnings about AI risks. The company states it will not enforce these terms against former employees and has dropped them for new hires, though older contracts remain in place.
AI Agents
Apple cites AI agent threats in annual report
The tech giant disclosed that autonomous software tools might trigger security flaws or legal disputes. It also mentioned tightening Mac disk permissions to limit unauthorized access.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.