The Marked Chart Wire · Tech and AI
MegaSpeed
MegaSpeed in spotlight after mention of Jensen Haung
Singapore-based MegaSpeed has previously been investigated for allegedly supplying Nvidia chips to China.
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Nvidia
Melius Research sees limited near-term impact on Nvidia from CEO controversy
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.
AI Chips
Google unveils new AI chips to challenge Nvidia
Alphabet introduced two updated TPU models for secure data handling and inference, slated for 2027. Analysts forecast annual TPU revenue could surpass $135 billion in 2028, rising from roughly $12 billion in 2026.
Google TPU
Google unveils two new TPU systems to challenge Nvidia
Google introduces the TPU 8TX and 8I Max chips, which are designed to handle more specialized tasks and compete with Nvidia in the artificial intelligence hardware market.
Nvidia
Nvidia shares fall 5 percent on spy controversy and congressional calls
Nvidia stock dropped 5 percent after reports of a spy controversy involving the chief executive and scheduled congressional briefings. The decline adds to investor caution regarding artificial intelligence valuations and upcoming earnings.
Nvidia
Nvidia board probes Jensen Huang after spy allegations surface
Nvidia shares fell 4 percent after the company announced its board launched an independent investigation into reports that Jensen Huang was targeted by a foreign intelligence effort.
Nvidia
Nvidia backs Korean AI firm Point2 and targets three other companies
Nvidia disclosed a stake in Point2, a South Korean startup building AI interconnects. The chipmaker also intends to fund Motif Technologies, RLWRLD and Upstage during the MSIT Forum.
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