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The Marked Chart Wire · Tech and AI
HotNvidia
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.
Part of a series: Nvidia expands AI model lineup and hardware partnerships
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HotTech Earnings
The week featured political backlash against Meta, Department of Justice scrutiny of an Nvidia deal, and mixed earnings from major technology companies.
HotNvidia
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.
HotAI 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.
AI and chips
Nvidia is considering providing billions of dollars in credit guarantees to support Nscale's data center project, which is being built for Anthropic, according to a report.
AI and chips
Nvidia is in discussions to provide Nscale with billions of dollars in credit guarantees to support debt financing for a 460-megawatt data center.
Nvidia China
U.S. intelligence reportedly identified an Nvidia-linked executive as an asset for Beijing. Megaspeed, a customer, is under investigation for diverting over $4.8 billion in chips to China.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.