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The Marked Chart Wire · Tech and AI
HotAI Infrastructure
Shares in AI infrastructure companies declined following Democratic victories in Congress and Texas, where a potential data center moratorium could impact 27% of planned US capacity.
Part of a series: AI infrastructure spending and policy risks mount
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HotAI and chips
The company reportedly halted a $7 billion agreement to provide AI hardware to Tencent due to US regulatory concerns.
HotCoreweave
Coreweave has turned on its first data center capacity in Denmark, deploying 22.5 megawatts at AtNorth's Den01 facility in Copenhagen. The site marks the company's ninth European data center.
AI Infrastructure
Supermicro and SambaNova plan to build AI inference racks that combine 10,000 SambaNova SN50 chips with NVIDIA GPUs. The systems target NeoClouds and sovereign data centers.
AI Infrastructure
The firm plans a $27 billion artificial intelligence site at a UK power plant. This move reflects Europe's effort to expand digital infrastructure despite rising energy and land expenses.
AI Infrastructure
Pimco CEO Emmanuel Roman says AI infrastructure may need $10 trillion in financing over five years, raising financial risk concerns. Blackstone and Goldman Sachs executives see strong demand but note rising capital costs and potential volatility.
AI Infrastructure
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.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.