The Marked Chart Wire · Tech and AI
AI-RAN
Supermicro and Nokia team up for edge AI infrastructure
The two firms will install NVIDIA hardware at the network edge. This setup lets carriers handle AI and wireless tasks on common systems.
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Apple
Apple faces scrutiny over Thiel criticism and iPhone Duo demand
Investors are watching Apple closely amid Peter Thiel's public criticism and rising demand for the iPhone Duo. The company also faces questions regarding Nvidia's valuation and rumors of a touchscreen MacBook.
Block AI
Block introduces new voice-only artificial intelligence system
The company revealed a model that processes audio directly without text conversion. It was trained on human dialogue using a single NVIDIA hardware unit.
AI Spending
Amazon boss warns AI processing costs block wider business use
Andy Jassy notes that running artificial intelligence models costs roughly 10 times more than needed for general software adoption. The retailer plans $220 billion in 2026 spending and has locked in $225 billion in future chip deals.
AI Spending
Nvidia CEO warns capital shortages could bottleneck AI infrastructure growth
Nvidia CEO Jensen Huang said capital demand outstrips supply for AI infrastructure, though he expects the shortage to resolve. Goldman Sachs estimates AI spending will reach $7.6 trillion from 2026 to 2031.
Australian Data Centers
Grid limits and local pushback risk billions in Australian server builds
Less than a quarter of dozens of computing facilities in Sydney and Melbourne have secured confirmed electricity. NEXTDC shares plunged 41.7 percent after the firm lowered revenue forecasts due to delayed grid upgrades.
Rocket Lab
Rocket Lab delays Neutron rocket debut to 2027
Rocket Lab announced on Wednesday that the first launch of its Neutron rocket has been postponed to 2027.
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