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The Marked Chart Wire · Tech and AI
HotNvidia
Nvidia stock rose nearly 5 percent, recovering from a previous decline that wiped out $400 billion in market value. Investors are watching upcoming earnings for signs of sustained AI demand.
Part of a series: Nvidia faces scrutiny over China chip access
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HotAI and chips
Nvidia stock fell sharply following reports of new Texas regulations limiting data center construction, raising concerns about the pace of AI infrastructure growth.
HotAI Data Centers
Nvidia and Apollo are in talks to convert Brightspeed telecommunications facilities into AI data centers, according to a report.
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.
HotAI and chips
Nvidia is said to be converting old telephone buildings into data centers as a workaround to local opposition against new construction.
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.
Nvidia
Moonshot is said to have turned to Europe to gain access to Nvidia's Blackwell chips.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.