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The Marked Chart Wire · Tech and AI
AI and chips
Standard & Poor's notes that Meta's ability to generate revenue from its artificial intelligence investments is more restricted than that of its competitors.
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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.
HotMeta Litigation
Meta, YouTube, and TikTok resolved a lawsuit claiming their apps hurt young users via engaging features. Snap is now the only company facing trial in this bellwether case.
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 and chips
A report indicates that Google and Meta collaborated to create the Torch TPU, a specialized processor for AI tasks.
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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