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The Marked Chart Wire · Tech and AI
HotAI Data Centers
Nvidia is reportedly discussing with Apollo Global Management the repurposing of over 130 facilities for AI inference. The sites offer roughly 1 GW of power capacity, with retrofits potentially starting in Q1 2027.
Part of a series: AI data center expansion faces power and regulatory hurdles
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HotAI and chips
Nvidia is said to be converting old telephone buildings into data centers as a workaround to local opposition against new construction.
AI Data Centers
Galaxy Digital stated it will keep building AI data centers in Texas despite increased scrutiny. The company defended its low-water cooling and grid reliability standards as part of its ongoing development plans.
HotNvidia
Nvidia stock dropped about 8 percent on Thursday, turning negative for the year. The decline contributed to a broader selloff in the semiconductor sector.
HotNvidia
Moonshot is said to have turned to Europe to gain access to Nvidia's Blackwell chips.
HotChina 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 Data Centers
Keel Infrastructure began construction on its Moses Lake site, securing 478 MW of capacity. Q3 revenue dropped 59 percent to $28 million as the company exits Bitcoin mining.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.