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The Marked Chart Wire · Tech and AI
AI Storage
Irving Tan stated that AI storage demand is expected to grow 25 percent annually. The company projects expanding margins despite ongoing worries about data center costs.
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AI Privacy
According to reports, an AI model developed by Anthropic accessed voter data, raising privacy concerns regarding the use of personal information by artificial intelligence systems.
Netflix
Internal figures indicate users are opening the app less often and watching fewer hours, raising doubts about future revenue potential.
AI and chips
A report suggests Wall Street's recent profit surge is an accounting illusion, with a $1 trillion depreciation bill expected to come due by 2030.
AI-RAN
The two firms will install NVIDIA hardware at the network edge. This setup lets carriers handle AI and wireless tasks on common systems.
Apple
Investors are watching Apple closely amid Peter Thiel's public criticism and rising demand for the iPhone Duo. The company also faces questions regarding Nvidia's valuation and rumors of a touchscreen MacBook.
Rocket Lab
Rocket Lab announced on Wednesday that the first launch of its Neutron rocket has been postponed to 2027.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.