Open
The Marked Chart Wire · Tech and AI
HotAI Infrastructure
Nvidia and Oracle announced the general availability of Vera Rubin systems on Oracle Cloud Infrastructure. The companies plan to scale these clusters to multi-gigawatt levels, while OpenAI begins using Vera CPUs for AI agent workloads.
Prices from Live · updated 1:44 PM ET. Each tile opens the stock's chart and news.
New to this? Read: Reading a stock chart
HotAI Infrastructure
Chase Lochmiller defended CoreWeave's financial position, stating that recent market declines are exaggerated. He noted that AI computing demand remains strong despite CoreWeave shares falling over 30 percent.
HotMicrosoft
Microsoft is reportedly offering voluntary severance to about 25% of its workforce, excluding roles in critical infrastructure and emerging tech. The move follows a period where Microsoft increased staffing while peers like Oracle and Meta reduced headcount.
HotAI Infrastructure
Oracle and Google announced that Google's eighth-generation Tensor Processing Units will be available on Oracle Cloud Infrastructure starting in 2027. Oracle becomes the first non-Google hyperscaler to offer these chips, with capacity expanding over several years.
HotOracle AI
The company added AI agents and real-time analytics to its software suite. These features help firms automate decisions and query data in natural language, with some capabilities available immediately and others expected within a year.
HotAI Infrastructure
CoreWeave activated 22.5 megawatts of capacity in Copenhagen and announced a dedicated network connecting four continents. The company plans to add locations in Asia and the Middle East by mid-2027.
AI Infrastructure
Akamai introduced beta versions of Akamai Inference and Agent Sandbox, expanding its cloud infrastructure with Nvidia Blackwell Ultra GPUs. The company leverages over $14 billion in existing multiyear cloud contracts to support these new AI workloads.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.