The Marked Chart Wire · Tech and AI
6G
Qualcomm and SpaceX pursue AI-ready 6G network plans
The two companies are reportedly working on next-generation 6G infrastructure that integrates artificial intelligence capabilities.
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Star Mobile
SpaceX to begin Star Mobile US 5G rollout in 2027
Qualcomm Technologies reported that SpaceX plans to start the nationwide 5G deployment for Star Mobile in the United States in 2027.
HotAI Infrastructure
Credo and Oracle win approval for new optical networking standards
The Open Compute Project approved two standards led by Credo and Oracle to monitor optical links in AI data centers. The protocols aim to detect failures that can disrupt training across large clusters.
AI Chips
Oracle reportedly cancels $7B Tencent AI chip deal
Oracle is said to have dropped a five-year, $7 billion leasing agreement with Tencent following US government pressure. The move blocks access to 100,000 advanced AI chips in Southeast Asia.
HotAI Infrastructure
AI infrastructure stocks drop after Democratic wins in Congress and Texas
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.
Nvidia
Nvidia reportedly to ship 1% of $70B chip order
A report says Nvidia will ship only 1% of the $70 billion worth of RTX chips ordered by Alibaba and Tencent.
HotAI
Alphabet faces scrutiny over classroom AI policies
Google is responding to political concerns regarding its artificial intelligence guidelines for educational institutions.
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