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The Marked Chart Wire · Tech and AI
AI and chips
Iren co-ceo Daniel Roberts says customer prepayments cover 45 to 55 percent of GPU costs, while Microsoft-backed financing at 6 percent covers the rest. He says 2026 capacity is sold out and 2027 demand exceeds supply.
Nvidia
Nvidia introduced Minerva, an AI operations platform that monitors hardware and predicts failures in large data centers. IREN is already using the tool, while Tesla, IBM and Bitdeer plan to deploy it.
AI Cloud Funding
Nvidia CEO Jensen Huang said strong demand for AI computing is held back by capital shortages at emerging cloud providers. He expects the financing gap to narrow and pledged nearly $10 billion to Europe's AI ecosystem.
Humanoid Robots
Schaeffler inaugurated a new facility in Taicang, China, dedicated to mass-producing actuators for humanoid robots.
Meta AI
Meta Platforms announced a stock split intended to help finance its artificial intelligence expenditures. The company's shares have risen 1,730 percent since its 2012 initial public offering.
HotAI Power
Bloom Energy stock has gained more than 150 percent in 2026. An analyst suggests the company is positioned to benefit from power constraints in the AI sector.
Anthropic
The AI company reported first-half 2026 revenue of $16.3 billion, a sharp increase from $1.1 billion in the same period last year. The firm noted significant spending on compute resources alongside the growth.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.