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The Marked Chart Wire · Tech and AI
AI Spending
Howard Marks said recent AI losses have sparked healthy skepticism about valuations and returns. Capital Group executive Jody Jonsson warned that enterprise adoption may lag and debt markets could struggle to absorb new financing.
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AI Coding Tools
The bank restricted use of third-party AI coding assistants for traders and bankers following a risk review. Quantitative specialists are exempt, while Goldman continues developing its own internal AI assistant.
AI Advertising
Meta's advertising revenue growth widened its lead over Google's search expansion to the largest gap since 2021, driven by artificial intelligence reshaping how companies spend on digital ads.
AI 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.
AI Spending
Major technology firms have committed $3 trillion to capital expenditures, primarily to support the ongoing expansion of artificial intelligence infrastructure.
AI Infrastructure
The company signed a five-year deal to host AI workloads in South Korea, expecting over $100 million in total income. Operations started with 480 Nvidia B300 chips, with plans to add more units.
AI Infrastructure
The company received authorization for site work on its 300MW facility in Badajoz. Initial operations are planned for 2028 as part of a broader European expansion strategy.
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