The Marked Chart Wire · Tech and AI
AI and chips
Amazon uses $80 billion credit line to fund AI projects
The company is drawing on an $80 billion arrangement with suppliers to support its artificial intelligence expansion.
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More Tech and AI news
AI Spending
AI demand drives flash memory costs up for Apple
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 trims 2026 capex forecast to $170 billion
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 Licensing
OpenAI adopts user exclusion rule for model training
The company will respect a fresh protocol that lets individuals block their data from being used in AI development, which may boost Reddit's bargaining power in licensing talks.
OpenAI
Openai to publish first community safety report in early 2027
Openai announced it will launch a community safety report addressing violence prevention and the effectiveness of its safeguards. The company plans to release the initial document in early 2027.
HotMeta Litigation
META settles child addiction suit, leaving SNAP as last defendant
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.
SpaceX
SpaceX shares drop over 5 percent to lowest level since August
SpaceX stock declined by more than 5 percent, marking its lowest level since August.
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