The Marked Chart Wire · Tech and AI
Anthropic
Anthropic reportedly nears trigger for advanced AI safety rules
The company is said to be close to meeting criteria that signal rapid advancement in artificial intelligence capabilities.
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Anthropic
Anthropic revenue surges 1,127 percent in third quarter
The AI company saw its earnings climb 1,127 percent compared to the same period last year, ending September 30, 2026.
Anthropic
Anthropic reportedly negotiating Alberta data center deal
The AI firm is said to be discussing a lease for a new campus in Sturgeon County, Alberta. The site would utilize a 920MW natural gas facility approved in late October.
AI Infrastructure
XMax secures South Korea AI data center contract
The company signed a five-year deal to host AI workloads in South Korea, expecting over $100 million in total income. Operations started with 480 Nvidia B300 chips, with plans to add more units.
AI Infrastructure
IREN wins permit to start building Spanish AI campus
The company received authorization for site work on its 300MW facility in Badajoz. Initial operations are planned for 2028 as part of a broader European expansion strategy.
AI Power Grid
Georgia Power partners with OpenAI on artificial intelligence grid initiative
Southern Company subsidiary Georgia Power has teamed up with OpenAI on a grid project that includes up to 1,000 megawatts of flexible demand.
AI Spending
Oaktree co-chair warns AI spending faces skepticism and financing risks
Howard Marks said recent AI losses have sparked healthy skepticism about valuations and returns. Capital Group executive Jody Jonsson warned that enterprise adoption may lag and debt markets could struggle to absorb new financing.
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