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The Marked Chart Wire · Tech and AI
HotAI Chips
Advanced Micro Devices said its latest EPYC processors will run Google Cloud's TPU 8tx hardware. The partnership adds built-in security to protect artificial intelligence data during processing.
Part of a series: AI Chips: the latest, in order
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AI Chips
Alphabet introduced two updated TPU models for secure data handling and inference, slated for 2027. Analysts forecast annual TPU revenue could surpass $135 billion in 2028, rising from roughly $12 billion in 2026.
Google TPU
Google introduces the TPU 8TX and 8I Max chips, which are designed to handle more specialized tasks and compete with Nvidia in the artificial intelligence hardware market.
Tech
Meta is encountering political pressure regarding data center development, while Google faces criticism over its use of AI in schools. Major technology companies also released quarterly earnings during the week.
AI in Schools
Legal challenges targeting Snap, Meta, and Google complicate their expansion of artificial intelligence tools into educational settings.
Saudi AI
Saudi Arabia's HUMAIN and the National Infrastructure Fund signed agreements worth up to $667 million to fund GPU procurement and build power infrastructure for future data centers.
Nvidia
Melius Research says Nvidia rivals' market share gains are nearly impossible to predict as AI chip demand remains strong. The firm expects solid fiscal third-quarter results on November 17 and a congressional hearing on November 18.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.