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The Marked Chart Wire · Tech and AI
AI and chips
BofA strategists project semiconductor shares will recover next year as policy clarity improves. They advise waiting for earnings estimate reductions before the sector establishes a durable bottom.
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AI Infrastructure
Anthropic acquired 1.7 gigawatts of gas-fired power equipment from OnePWR Solutions, which sourced the units from Caterpillar. The deal allows the AI firm to bypass utility delays as it expands its computing infrastructure.
Tech
Meta is encountering political pressure regarding data center development, while Google faces criticism over its use of AI in schools. Major technology companies also released quarterly earnings during the week.
AI and chips
Anthropic is purchasing heavy-duty generators directly from Caterpillar to support its data centers, bypassing third-party suppliers in a shift to its procurement strategy.
HotXPeng
XPeng demonstrated its IRON humanoid robot performing real-time hand gesture interactions. The system relies on an upgraded VLA 2.0 model for adaptive responses.
HotData Centers
CoreWeave has reached out to the incoming Texas governor regarding data center projects in the state.
HotAI and chips
CoreWeave and IREN face potential downside as Microsoft begins to reassess its computing agreements with these neocloud providers.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.