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The Marked Chart Wire · Tech and AI
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.
Part of a series: AI chip makers expand while OpenAI eyes Google silicon
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HotAI 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.
HotAI 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.
AI and chips
The company reportedly halted a $7 billion agreement to provide AI hardware to Tencent due to US regulatory concerns.
6G
The two companies are reportedly working on next-generation 6G infrastructure that integrates artificial intelligence capabilities.
Star Mobile
Qualcomm Technologies reported that SpaceX plans to start the nationwide 5G deployment for Star Mobile in the United States in 2027.
Nvidia
A report says Nvidia will ship only 1% of the $70 billion worth of RTX chips ordered by Alibaba and Tencent.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.