AI Market Pulse

AI Infrastructure Deals

• 🔥 Google-SpaceX Contract: Google agreed to pay SpaceX $920 million monthly for 32 months to access 110,000 Nvidia GPUs...

Broadcom's shift to organic growth via custom AI chips creates a stronger investment case than AMD's direct Nvidia challenge.

• $56B FY2026 AI...

• Cash flow alarm: Amazon's Q1 2026 showed record revenue and margins but negative $17.2B free cash flow driven by surging capex guidance of $200B.
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• AMD fell 10.86% to $466.38 and Intel dropped 11.28% to $99.17 on June 5, leading the chip sector lower.
• Broadcom's Q3 AI sales guidance of $16...

Oracle's AI infrastructure momentum is accelerating ahead of its June 10 earnings, with cloud revenue surging 44% and AI infrastructure jumping 243%...

SpaceX targets $1.77 trillion IPO valuation via 555.56 million shares at $135 each, raising $75 billion.

• Google commits $920 million monthly for 32...

Apple is weighing an acquisition of Perplexity AI in early-stage discussions with no offer yet, a strategic move that could accelerate product integration and shift competitive dynamics in AI.

OpenAI and Anthropic joined leading scientists in signing a joint letter calling for stronger synthetic DNA screening and tracking systems to curb...

The AI chip market is widening beyond Nvidia dominance, with memory makers capturing outsized revenue growth.

• Nvidia's Computex push: RTX Spark...

Despite the recent tech stock sell-off, experts like 3Fourteen's Warren Pies see no bubble characteristics yet and expect AI spending to drive markets...

ON Semiconductor's 137% YTD rally and record free cash flow position it as a potential 2026 standout amid semiconductor recovery.

• Q4 FCF rose 12%...

Anthropic's confidential S-1 filing marks the first major public test of frontier AI startup valuations at a $965 billion level with a $47 billion...

Enterprise adoption of model routing is accelerating as CFOs crack down on AI overspending.

• Companies are routing simple tasks to cheaper models...

Two expert views highlight tension around the SpaceX IPO:

• Valuation analysis shows Damodaran raising his estimate only to $1.25–1.3T after reviewing...

With 79% of companies now deploying AI agents and 65% reporting incidents, Willow's $7M seed round signals a new infrastructure category: governance layers that give enterprises full visibility and control over autonomous agents.

Intuitive Machines' $500 million stock offering after a 54% rally signals dilution risks and stretched space valuations. With Rocket Lab at nearly 70x...

Supabase's $500M Series F at $10.5B valuation, led by GIC, underscores surging demand for AI-ready backend platforms built on Postgres.

• AI coding...

Helion's $465M Series G at a $15.5B valuation—nearly triple its prior round—highlights Big Tech's push for clean energy to fuel AI data centers. The Microsoft deal for 50 MW of fusion power by 2028 underscores this infrastructure play.

Alphabet shares are down 5% this week and 11% below their 52-week high, diverging from the surging Nasdaq.

• Momentum cooling: 4% Tuesday drop marks...

Edge AI momentum is clear across model tech, startups, and investing.

• General Instinct (YC P26) open-sourced InstinctRazor to shrink a 245 GB MoE...