-- SpaceXはIPO目論見書草案の中で、xAIが第2データセンターで最初の2つのチップクラスターを通常の約4分の1のコストで稼働させたと述べているが、データセンターの急速な構築は、xAIの仮設電源および冷却設備に起因する信頼性の問題も引き起こしていると、The Informationが火曜日に報じた。 メンフィスにあるxAIのデータセンター、マクロハードでは、同社は依然として近隣の移動式ガスタービンとテスラ（TSLA）のメガパックバッテリーからの電力を主に利用しており、グラフィック処理ユニットの冷却には100台以上の移動式チラーに頼っていると、プロジェクト関係者の話として同記事は伝えている。 xAIはからのコメント要請にすぐには応じなかった。 （マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
Price: $391.60, Change: $-0.96, Percent Change: -0.25%
3:00 Tuesday vs 3:00 Monday2yr 99-20 vs 99-19; 3.934% vs 3.962%5yr 99-04 vs 99-00+; 4.069% vs 4.093%10yr 97-23 vs 97-14+; 4.413% vs 4.447%30yr 96-13+ vs 95-23+; 4.980% vs 5.026%2/10 47.739 bps vs 48.280 bps5/30 90.966 bps vs 93.109 bps
Japan is accelerating talks on a yen-denominated energy loan for South Africa while promoting ammonia co-firing technology, Bloomberg said Tuesday, citing Japanese diplomatic officials.Japan will use the proposed loan to support South Africa's energy transition, though it did not disclose the amount, the report said, citing officials.Japan's initiative adds to about $10 billion in climate financing already pledged to South Africa by European countries under an existing energy transition agreement.Germany and Japan are expanding efforts to position their companies in South Africa, targeting opportunities in a market with strong solar and significant green hydrogen production potential.Leaders first discussed the loan during a meeting between President Cyril Ramaphosa and former Japanese Prime Minister Shigeru Ishiba in Yokohama in August, the report added.Japan is promoting ammonia co-firing, which replaces part of coal use at power plants with ammonia to reduce emissions while maintaining existing infrastructure.South Africa can produce green hydrogen using its solar and wind resources, then convert it into ammonia for easier storage and transport, supporting cleaner energy pathways.However, critics say ammonia co-firing could extend the life of coal plants, as South Africa still generates about three-quarters of its electricity from coal, the report noted.has reached out to South Africa's Department of Electricity and Energy for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Price: $78.25, Change: $+3.79, Percent Change: +5.09%