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The Marked Chart Wire · Tech and AI
AI and chips
Goldman Sachs reports that large technology companies borrowed $271 billion so far in 2026, beating its $250 billion annual estimate. Over $40 billion came since late October.
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Anthropic
Anthropic is said to be using its own Claude artificial-intelligence models to help design custom computer chips for its operations.
HotAI Infrastructure
Supermicro and SambaNova plan to build AI inference racks that combine 10,000 SambaNova SN50 chips with NVIDIA GPUs. The systems target NeoClouds and sovereign data centers.
HotAI Infrastructure
The firm plans a $27 billion artificial intelligence site at a UK power plant. This move reflects Europe's effort to expand digital infrastructure despite rising energy and land expenses.
AI Spending
Bill Ackman stated in his Q3 letter that the trillion-dollar AI investments by Microsoft, Amazon, and Meta are offensive rather than defensive.
AI and chips
Palantir CEO Alex Karp said China is making strong progress in artificial intelligence and warned that the United States must maintain its technological lead.
Apple AI
Gene Munster says Apple faces challenges with Siri as personalized AI agents gain traction, raising questions about the company's artificial intelligence strategy.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.