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The Marked Chart Wire · Tech and AI
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.
Part of a series: AI infrastructure buildout accelerates with new capital and hardware
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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.
HotAI 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.
AI Coding Tools
The bank restricted use of third-party AI coding assistants for traders and bankers following a risk review. Quantitative specialists are exempt, while Goldman continues developing its own internal AI assistant.
OpenAI
OpenAI has appointed Dan Driscoll, the former US Army secretary, to serve as a senior adviser focused on modernizing national security.
AI Models
Palantir says a fine-tuned Nvidia model reached 73 percent accuracy at 10 cents per million tokens on a construction task, outperforming Claude and GPT-6 Astra at higher costs.
OpenAI
OpenAI announced partnerships with ADNOC, Mubadala, and UAE government entities. A UAE consortium is reportedly set to lead OpenAI's next funding round.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.