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The Marked Chart Wire · Tech and AI
HotAI Infrastructure
A seller is offering 12 data center loans, including debt linked to Oracle's Stargate project, for auction with bids due November 19. The sale highlights growing concerns about financing for AI infrastructure.
Part of a series: AI infrastructure spending faces financing and political hurdles
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AI Infrastructure
Microsoft is said to be withdrawing from a 500 MW Texas expansion with Nscale and a UK project due to delays. The company's quarterly capital spending came in at $45.2 billion, below expectations.
AI Infrastructure
OpenAI committed to paying full electricity bills for its future facilities to address voter concerns. The company targets $600 billion in computing spend by 2030, with projects planned in Georgia and Ohio.
AI Infrastructure
JPMorgan notes that tighter supply benefits cash-rich hyperscalers like Microsoft and Amazon, while debt-funded rivals like CoreWeave face rising costs. CoreWeave's five-year CDS spread exceeded 1,100 basis points, signaling elevated credit risk.
AI Infrastructure
The Open Compute Project approved two standards led by Credo and Oracle to monitor optical links in AI data centers. The protocols aim to detect failures that can disrupt training across large clusters.
AI Chips
Oracle is said to have dropped a five-year, $7 billion leasing agreement with Tencent following US government pressure. The move blocks access to 100,000 advanced AI chips in Southeast Asia.
AI Infrastructure
Shares in AI infrastructure companies declined following Democratic victories in Congress and Texas, where a potential data center moratorium could impact 27% of planned US capacity.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.