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The Marked Chart Wire · Tech and AI
TSMC
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.
Part of a series: TSMC reports record profit and expands AI capacity
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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.
Nvidia
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 Data Centers
Nvidia and Apollo are in talks to convert Brightspeed telecommunications facilities into AI data centers, according to a report.
AI Data Centers
Nvidia is reportedly discussing with Apollo Global Management the repurposing of over 130 facilities for AI inference. The sites offer roughly 1 GW of power capacity, with retrofits potentially starting in Q1 2027.
AI and chips
Nvidia is said to be converting old telephone buildings into data centers as a workaround to local opposition against new construction.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.