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The Marked Chart Wire · Tech and AI
Nvidia
The U.S. Commerce Department reportedly authorized Nvidia to sell H200 AI chips to about two dozen Chinese companies, some of which list vacant or unstaffed office locations.
Part of a series: Nvidia faces China restrictions and stock volatility
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Nvidia
US intelligence sources say Jensen Huang had a relationship with an executive allegedly recruited by China. The claims emerged as lawmakers seek details on chip export security.
HotSpaceX
SpaceX is said to have contracted for 6,000 orbital computing units with an estimated hardware value of $42 billion to $45 billion at terrestrial pricing. The system would use NVIDIA chips to deliver 1.05 gigawatts of processing power.
HotAI Efficiency
Nebius reported a 1.13 percent increase in training throughput for DeepSeek V3 by adjusting PyTorch CPU binding settings. The optimization improved performance across 192 Nvidia B300 GPUs without requiring new hardware.
TSMC
TSMC is planning to manufacture 3D DRAM chips, reportedly at the request of Nvidia. The move would see the foundry expand into advanced memory production.
Nvidia
Nvidia stock rose nearly 5 percent, recovering from a previous decline that wiped out $400 billion in market value. Investors are watching upcoming earnings for signs of sustained AI demand.
AI and chips
Nvidia stock fell sharply following reports of new Texas regulations limiting data center construction, raising concerns about the pace of AI infrastructure growth.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.