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The Marked Chart Wire · Tech and AI
HotAI Spending
Microsoft lowered its FY2026 capital spending outlook to $170 billion from $175 billion due to GPU delivery delays. Alphabet kept its $195 billion to $205 billion target, while Meta raised its spending floor to $135 billion.
Part of a series: Tech leaders address AI spending and market reactions
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HotAI Distillation
DeepSeek and Moonshot AI are said to have used OpenAI's GPT-6 Astra outputs to train their latest models via distillation. OpenAI previously linked a similar campaign to Moonshot in July.
HotAI Healthcare
Google DeepMind and Google Cloud are deploying artificial intelligence tools across Singapore's healthcare infrastructure.
AI Spending
Shares of CoreWeave and other neocloud providers declined after Microsoft's capital expenditure figures came in below market expectations.
HotAI and chips
Investor Gene Munster stated that artificial intelligence bots are increasingly attacking Amazon's online shopping advantage and Alphabet's search market position.
HotAI Spending
Microsoft reported $45.2 billion in infrastructure costs, falling short of the $50.7 billion forecast. CoreWeave and Nebius shares declined nearly 5 percent in after-hours trading.
HotAI and chips
A report indicates that Google and Meta collaborated to create the Torch TPU, a specialized processor for AI tasks.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.