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The Marked Chart Wire · Tech and AI
AI Infrastructure
Cantor Fitzgerald says last week's 9.7 percent drop in AI infrastructure stocks was an overreaction, noting that projects with secured power and leases remain insulated from regulatory and financing risks.
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AI Infrastructure
Nvidia, Rebellions, and SK Telecom plan to work together on South Korea's sovereign AI infrastructure. The project will use Nvidia GPUs for prefill tasks and Rebellions NPUs for decoding.
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.
AI Infrastructure
Microsoft is said to be reducing its dependence on external neocloud providers while prioritizing the expansion of its own data centers. This shift raises concerns among AI infrastructure companies and investors.
HotAI Chips
Advanced Micro Devices said its latest EPYC processors will run Google Cloud's TPU 8tx hardware. The partnership adds built-in security to protect artificial intelligence data during processing.
Saudi AI
Saudi Arabia's HUMAIN and the National Infrastructure Fund signed agreements worth up to $667 million to fund GPU procurement and build power infrastructure for future data centers.
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.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.