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The Marked Chart Wire · Tech and AI
AI Spending
Meta's Muse product is performing well, but its success highlights broader questions about whether artificial intelligence spending delivers expected financial returns for companies.
Meta AI
Meta Platforms announced a stock split intended to help finance its artificial intelligence expenditures. The company's shares have risen 1,730 percent since its 2012 initial public offering.
AI Spending
Andy Jassy notes that running artificial intelligence models costs roughly 10 times more than needed for general software adoption. The retailer plans $220 billion in 2026 spending and has locked in $225 billion in future chip deals.
Meta AI Terms
Meta moved its advertising policy update from October 30 to November 20 following complaints about AI data usage. The firm stated the pause provides extra time to explain its web-crawling methods.
AI Spending
Nvidia CEO Jensen Huang said capital demand outstrips supply for AI infrastructure, though he expects the shortage to resolve. Goldman Sachs estimates AI spending will reach $7.6 trillion from 2026 to 2031.
Meta
The state filed a legal complaint accusing the social-media firm of permitting deceptive advertisements on its platforms.
Meta AI Spending
Meta disclosed $825 billion in projected spending for AI computing and data center projects, an increase from $700 billion in July. The funds include long-term leases and cloud contracts extending to 2036.
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