The Marked Chart Wire · Tech and AI
HotReddit
Reddit cites Google AI as cause for visitor drop
The social platform says Google's artificial intelligence tools reduced its traffic. It is now trialing a mandatory login feature for users.
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HotAI Distillation
Chinese AI firms reportedly used OpenAI data for training
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.
HotAI 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.
AI Healthcare
Google partners with Singapore health system on AI deployment
Google DeepMind and Google Cloud are deploying artificial intelligence tools across Singapore's healthcare infrastructure.
AI and chips
Munster warns AI bots threaten Amazon and Alphabet dominance
Investor Gene Munster stated that artificial intelligence bots are increasingly attacking Amazon's online shopping advantage and Alphabet's search market position.
AI Spending
AI infrastructure shares drop after Microsoft spending misses estimates
Microsoft reported $45.2 billion in infrastructure costs, falling short of the $50.7 billion forecast. CoreWeave and Nebius shares declined nearly 5 percent in after-hours trading.
AI and chips
Report: Google and META jointly developed Torch TPU chip
A report indicates that Google and Meta collaborated to create the Torch TPU, a specialized processor for AI tasks.
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