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The Marked Chart Wire · Tech and AI
HotAI Infrastructure
JPMorgan notes that tighter supply benefits cash-rich hyperscalers like Microsoft and Amazon, while debt-funded rivals like CoreWeave face rising costs. CoreWeave's five-year CDS spread exceeded 1,100 basis points, signaling elevated credit risk.
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HotAI Spending
A report claims Microsoft faces a $5 billion shortfall in AI spending. Satellite imagery is said to indicate construction setbacks at IREN facilities.
HotAI Infrastructure
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 Infrastructure
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.
Coreweave
Coreweave has turned on its first data center capacity in Denmark, deploying 22.5 megawatts at AtNorth's Den01 facility in Copenhagen. The site marks the company's ninth European data center.
AI Infrastructure
Supermicro and SambaNova plan to build AI inference racks that combine 10,000 SambaNova SN50 chips with NVIDIA GPUs. The systems target NeoClouds and sovereign data centers.
HotMicron
Micron has reportedly halted construction of a $3 billion to $4.5 billion memory facility in Taiwan due to a union conflict. The pause could delay high-bandwidth memory production, though current operations remain unaffected.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.