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The Marked Chart Wire · Tech and AI
AI and chips
Palantir CEO Alex Karp said China is making strong progress in artificial intelligence and warned that the United States must maintain its technological lead.
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AI Models
Palantir says a fine-tuned Nvidia model reached 73 percent accuracy at 10 cents per million tokens on a construction task, outperforming Claude and GPT-6 Astra at higher costs.
AI Spending
Bill Ackman stated in his Q3 letter that the trillion-dollar AI investments by Microsoft, Amazon, and Meta are offensive rather than defensive.
Apple AI
Gene Munster says Apple faces challenges with Siri as personalized AI agents gain traction, raising questions about the company's artificial intelligence strategy.
Nvidia
Nvidia is said to have instructed its cloud partners to direct at least 51 percent of their services to companies outside China.
Nvidia China Restrictions
Nvidia has allegedly instructed global cloud providers to direct at least 51 percent of future service contracts to customers outside China. The verbal directive seeks to limit Beijing's ability to rent overseas compute power for AI workloads.
AI Infrastructure
Pimco CEO Emmanuel Roman says AI infrastructure may need $10 trillion in financing over five years, raising financial risk concerns. Blackstone and Goldman Sachs executives see strong demand but note rising capital costs and potential volatility.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.