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The Marked Chart Wire · Tech and AI
HotSoftBank AI Debt
SoftBank stock fell 10.8 percent Friday, marking a 59 percent drop from early June. Investors are scrutinizing the firm's $40.4 billion debt load and its $64 billion OpenAI stake amid falling Arm Holdings value.
Part of a series: AI Debt: the latest, in order
Prices from Live · updated 9:54 AM ET. Each tile opens the stock's chart and news.
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HotAI Efficiency
Nebius reported a 1.13 percent increase in training throughput for DeepSeek V3 by adjusting PyTorch CPU binding settings. The optimization improved performance across 192 Nvidia B300 GPUs without requiring new hardware.
Data Centers
Kevin Hassett stated that local communities should have the authority to determine whether data centers are built in their areas.
HotTSMC
TSMC is planning to manufacture 3D DRAM chips, reportedly at the request of Nvidia. The move would see the foundry expand into advanced memory production.
HotNvidia
Nvidia stock rose nearly 5 percent, recovering from a previous decline that wiped out $400 billion in market value. Investors are watching upcoming earnings for signs of sustained AI demand.
HotAI and chips
Nvidia stock fell sharply following reports of new Texas regulations limiting data center construction, raising concerns about the pace of AI infrastructure growth.
AI and chips
The company opened its SG6 facility, bringing its local count to six. The $290 million project aims to handle growing demand for artificial intelligence and high-performance computing tasks.
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