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The Marked Chart Wire · Tech and AI
HotAI 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.
Part of a series: AI Spending: the latest, in order
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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.
HotAI Spending
Shares of CoreWeave and other neocloud providers declined after Microsoft's capital expenditure figures came in below market expectations.
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.
Apple
The new laptops include OLED displays and advanced AI features. Orders begin October 28, with units arriving in stores on November 6.
Apple
Apple introduced its first touch-enabled laptop, featuring an OLED display and M5 Pro processor. The release comes as global PC shipments dropped 20 percent in the third quarter, with Apple's own sales falling 11 percent.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.