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The Marked Chart Wire · Tech and AI
Quantinuum
Quantinuum outlined plans to expand its Nexus software, which supports over 200 organizations, to prepare for its Apollo system. The company is also partnering with Oracle to connect quantum processors to cloud infrastructure.
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HotAI 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.
HotMicron
Micron has reportedly halted construction of a $3 billion to $4.5 billion memory facility in Taiwan due to a union conflict. The pause could delay high-bandwidth memory production, though current operations remain unaffected.
Quantum Computing
IBM and AMD, with Oak Ridge National Laboratory, introduced a system combining a 120-qubit processor with supercomputing to advance fault-tolerant quantum computing. The project supports the Department of Energy's goal for 100 logical qubits by late 2028.
AI and chips
Meta President Dina Powell McCormick said new US data centers face political hurdles, prompting a look at overseas sites. The company plans up to $145 billion in 2026 capital expenditure for AI infrastructure.
China Chip Restrictions
Beijing limits bulk imports of Nvidia H200 processors, leaving roughly 600,000 units held in Hong Kong. Restricted supply has pushed unofficial server prices to about three times their level a year ago.
AI Spending
Dan Ives estimates that 5 to 10 percent of planned US data centers could be canceled due to political opposition. He warns semiconductor stocks may drop another 10 to 12 percent before stabilizing.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.