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The Marked Chart Wire · Tech and AI
HotAI Infrastructure
Oracle and Google announced that Google's eighth-generation Tensor Processing Units will be available on Oracle Cloud Infrastructure starting in 2027. Oracle becomes the first non-Google hyperscaler to offer these chips, with capacity expanding over several years.
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HotAI Infrastructure
Chase Lochmiller defended CoreWeave's financial position, stating that recent market declines are exaggerated. He noted that AI computing demand remains strong despite CoreWeave shares falling over 30 percent.
HotMicrosoft
Microsoft is reportedly offering voluntary severance to about 25% of its workforce, excluding roles in critical infrastructure and emerging tech. The move follows a period where Microsoft increased staffing while peers like Oracle and Meta reduced headcount.
HotAI Infrastructure
Nvidia and Oracle announced the general availability of Vera Rubin systems on Oracle Cloud Infrastructure. The companies plan to scale these clusters to multi-gigawatt levels, while OpenAI begins using Vera CPUs for AI agent workloads.
HotOracle AI
The company added AI agents and real-time analytics to its software suite. These features help firms automate decisions and query data in natural language, with some capabilities available immediately and others expected within a year.
Ndoc
Rohit Patel, a former Meta AI Labs director, is launching Ndoc, an AI workspace that unifies documents and data analysis. The startup targets Microsoft and Google products and plans a full launch in 2027.
AI and chips
The companies linked their platforms so artificial intelligence agents can manage complex business tasks. New capabilities for retail and IT are live, while telecom automation is scheduled for early 2027.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.