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The Marked Chart Wire · Tech and AI
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.
Part of a series: Nvidia probes spy claims against CEO as shares fall
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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.
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.
MegaSpeed
Singapore-based MegaSpeed has previously been investigated for allegedly supplying Nvidia chips to China.
Nvidia
Nvidia stock dropped 5 percent after reports of a spy controversy involving the chief executive and scheduled congressional briefings. The decline adds to investor caution regarding artificial intelligence valuations and upcoming earnings.
Nvidia
Nvidia shares fell 4 percent after the company announced its board launched an independent investigation into reports that Jensen Huang was targeted by a foreign intelligence effort.
Nvidia
Nvidia disclosed a stake in Point2, a South Korean startup building AI interconnects. The chipmaker also intends to fund Motif Technologies, RLWRLD and Upstage during the MSIT Forum.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.