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The Marked Chart Wire · Tech and AI
Saudi AI
Saudi Arabia's HUMAIN and the National Infrastructure Fund signed agreements worth up to $667 million to fund GPU procurement and build power infrastructure for future data centers.
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HotAI Chips
Advanced Micro Devices said its latest EPYC processors will run Google Cloud's TPU 8tx hardware. The partnership adds built-in security to protect artificial intelligence data during processing.
Nvidia
Melius Research says Nvidia rivals' market share gains are nearly impossible to predict as AI chip demand remains strong. The firm expects solid fiscal third-quarter results on November 17 and a congressional hearing on November 18.
AI Infrastructure
Cantor Fitzgerald says last week's 9.7 percent drop in AI infrastructure stocks was an overreaction, noting that projects with secured power and leases remain insulated from regulatory and financing risks.
AI Chips
Alphabet introduced two updated TPU models for secure data handling and inference, slated for 2027. Analysts forecast annual TPU revenue could surpass $135 billion in 2028, rising from roughly $12 billion in 2026.
Tokenized Stocks
The New York Stock Exchange plans to process digital equity transactions using the Avalanche network, integrating blockchain technology into traditional market operations.
Google TPU
Google introduces the TPU 8TX and 8I Max chips, which are designed to handle more specialized tasks and compete with Nvidia in the artificial intelligence hardware market.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.