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The Marked Chart Wire · Tech and AI
HotNvidia China
U.S. intelligence reportedly identified an Nvidia-linked executive as an asset for Beijing. Megaspeed, a customer, is under investigation for diverting over $4.8 billion in chips to China.
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HotCerebras
Short seller Culper Research claims Cerebras chips fail within 2.5 years and that the company understates depreciation. The report suggests OpenAI's contract value could drop to negative $13.8 billion due to high replacement costs.
Nvidia
Nvidia has released a new speech model called Nemotron 3.5 Transcribe, adding to its lineup of artificial intelligence tools.
China Chips
Sources say CXMT plans limited HBM3E output within two months despite yields of 20 to 30 percent, well below SK hynix's 70 percent. The move addresses AI memory shortages caused by US export restrictions.
AI Chips
The AI firm is said to be exploring a purchase of Google's processors to diversify its hardware supply chain.
AI 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.
AI 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.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.