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The Marked Chart Wire · Tech and AI
Custom Chips
Amazon and Google discussed their plans for in-house semiconductor development, highlighting the role of custom silicon in their infrastructure strategies.
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Google AI
Wall Street is debating whether Google's AI Overviews will preserve its search business or damage it. The company faces a critical challenge in maintaining its market position.
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.
HotSpace AI
Google and Planet Labs announced that a TPU on a prototype satellite successfully ran the Gemma model to generate a haiku and transmit it to Earth.
The social platform says Google's artificial intelligence tools reduced its traffic. It is now trialing a mandatory login feature for users.
AI Distillation
DeepSeek and Moonshot AI are said to have used OpenAI's GPT-6 Astra outputs to train their latest models via distillation. OpenAI previously linked a similar campaign to Moonshot in July.
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.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.