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Wed, Jun 03
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MARKET SpaceX targets $1.75T IPO valuation at $135 fixed roadshow price 
CHIPS LPDDR6 roadmap brings low-power DRAM standard to data center tier 
FUNDING Wordsmith lands $70M Series B for AI-powered legal work 
POLICY US proposes broad tariffs citing forced labor; semiconductor and chip supply chains brace for impact 
CHIPS Counterfeit G.Skill and V-Color DDR5 modules flood Chinese marketplaces 
MARKET Meta launches business AI agents; Morgan Stanley deploys agents in wealth management 
INDUSTRY Morgan Stanley Opens $1.2 Trillion in Assets to External AI Agents 
MARKET Morgan Stanley opens trillion-dollar wealth funnel to AI agents 
POLICY Europe unveils tech sovereignty package amid U.S. tech reliance concerns 
CHIPS Microsoft unveils Project Solara AI: chip-to-cloud platform for agent-first enterprise hardware 
POLICY Trump Signs AI Executive Order Requiring 30-Day Government Review Before Frontier Model Release 
BREAKING Sam Altman invited to G7 summit by Macron; OpenAI confirms attendance 
FUNDING Anthropic funding lifted May VC activity to near-record levels as exit market reopens 
MARKET Korea, Taiwan semiconductor rallies fail to sway foreign investors 
COMPUTE DRAM Shortage to Push PC Memory Costs to 35% Through 2030 
CHIPS GoPro warns of 'substantial doubt' over viability as AI memory chip shortage bites 
MARKET GitHub Copilot usage-based pricing triggers 100x sticker shock for some customers 
MARKET SpaceX IPO valuation target slashed; Morningstar prices $875B vs. $1.75T ask 
CHIPS DRAM prices soar 63% this quarter; local AI chips face rising BoM costs 
FUNDING Factorial raises $150M Series D from General Catalyst, Atomico 
INDUSTRY Kubernetes Misconfigs Cascade Spark Executor OOM Failures 
CHIPS Astera Labs showcases 320-lane PCIe 6.0 switch for scaling 80 accelerators without vendor lock-in 
MARKET Tesla China EV sales surge 40% in May; domestic market recovery accelerates 
MARKET Alphabet executes $80B stock sale amid market shift 
RESEARCH Vector search alone insufficient for RAG; hybrid retrieval strategies emerge as standard 
CHIPS Taiwan to advance photonics, wide-bandgap semiconductors, and quantum as AI-era compute layers 
BREAKING Travelers deploys OpenAI-powered claims processing nationwide 
BREAKING OpenAI Codex expands to cover every role, tool, and workflow type 
MARKET Perplexity CEO: latency wins the AI race, not just benchmark scores 
MARKET Investors bet humanoid robots will transform industry and homes over next decade 
FUNDING Quobly raises €115m Series A backed by STMicroelectronics 
FUNDING EQT Emerges as Europe's New Kingmaker for Scale-up Tech Funding RESEARCH Alibaba Open-Sources Skill-RM for Unified LLM Reward Evaluation 
MARKET India IT stocks lead rebound as NVIDIA CEO Huang calms AI displacement fears among services firms 
RESEARCH Vendor-Diverse Judge Panels Eliminate Bias in Language Model Evaluations 
MARKET SpaceX seeks $135 per share for $75 billion IPO 
CHIPS Photonics emerges as foundational scaling layer for AI-era compute Tue, Jun 02
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