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The Marked Chart Wire · Tech and AI
Broadcom Security
The chipmaker added automated patching and AI-driven risk monitoring to its enterprise platform. It also released 89 new vulnerability fixes, raising the total count to 408.
Part of a series: Broadcom expands VMware security and software deals
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HotAI Spending
The filing reveals over $500 billion in spending commitments across Amazon, Google, Microsoft, Broadcom, AMD, and SpaceX. Analyst Nicholas Mugalli notes the spending has barely started.
HotAnthropic
Anthropic disclosed that future infrastructure lease obligations jumped to $321 billion by June 30, up from $50 billion at the end of 2025. The company stated it may require additional capital sooner than anticipated, while noting that no investment-grade credit rating has been assigned yet.
AI Storage
Seagate's high-capacity drives are now the only SMR models supported by Broadcom's interface hardware. Microsoft Azure has also finished testing the setup for large-scale data center operations.
Apple
The updated 24-inch model features faster AI processing and starts at $1,499. Preorders open October 28, with retail sales beginning November 6.
Apple
The new 14-inch laptop starts at $1,999 and features a 12-core processor. Preorders open October 28, with stores receiving stock on November 6.
HotAI Data Centers
Allegro MicroSystems launched new semiconductors for 800V AI data center power and cooling systems. The company projects a $1.7 billion addressable market by fiscal 2031, citing improved efficiency and reduced infrastructure costs.
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