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The Marked Chart Wire · Tech and AI
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.
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AI Infrastructure
The company received authorization for site work on its 300MW facility in Badajoz. Initial operations are planned for 2028 as part of a broader European expansion strategy.
Tech Earnings
The week featured political backlash against Meta, Department of Justice scrutiny of an Nvidia deal, and mixed earnings from major technology companies.
Nvidia
Nvidia CEO Jensen Huang stated that demand for neocloud services is increasing. The company did not provide specific financial figures or growth rates in the remarks.
Nvidia
Analysts argue that Jensen Huang's business meetings and existing US regulations fail to adequately restrict China's access to advanced chips via cloud services.
AI Spending
A compilation of SEC filings estimates Big Tech's future obligations at $4.11 trillion, a 25 percent increase from August. Alphabet leads with $1.06 trillion in commitments, followed by Meta and Microsoft.
Space AI
Elon Musk forecasts that nearly all superintelligence computing will move to orbit by 2028, a view echoed by Sequoia Capital's Shaun Maguire. SpaceX plans to deploy Star Mind satellites generating over 250 kilowatts each, though commercial scale remains unproven.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.