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The Marked Chart Wire · Tech and AI
HotAI and chips
Nvidia is said to be converting old telephone buildings into data centers as a workaround to local opposition against new construction.
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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.
Nvidia
A report says Nvidia will ship only 1% of the $70 billion worth of RTX chips ordered by Alibaba and Tencent.
Blue Origin
Blue Origin has introduced the Northstar rocket engine, which is designed to be compatible with a larger version of the New Glenn vehicle as well as other rocket systems.
HotAI Infrastructure
A seller is offering 12 data center loans, including debt linked to Oracle's Stargate project, for auction with bids due November 19. The sale highlights growing concerns about financing for AI infrastructure.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.