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The Marked Chart Wire · Tech and AI
AI Spending
Major technology firms have committed $3 trillion to capital expenditures, primarily to support the ongoing expansion of artificial intelligence infrastructure.
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HotAI Spending
A compilation of SEC filings estimates Big Tech's future obligations at $4.11 trillion, a 25 percent increase from August. Alphabet leads with $1.06 trillion in commitments, followed by Meta and Microsoft.
HotAI Spending
Amazon shares fell 7 percent and Intel plunged 25 percent in premarket trading. Investors are concerned about the scale of artificial intelligence spending by major technology companies.
AI Spending
NAND prices have risen 550 percent from 2023 lows due to AI data center demand. TechInsights estimates Apple will spend $25 billion on storage in 2026, up from $6 billion in 2025.
AI 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.
AI Spending
Shares of CoreWeave and other neocloud providers declined after Microsoft's capital expenditure figures came in below market expectations.
AI 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.
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