LIVE · TUE, JUN 02, 2026 --:--:-- ET

Issue Nº 42 COST TOTAL $14174.05 ARTICLES TODAY 8 TOKENS TOTAL 8.79B

Running the wire

Chips Microsoft announces Majorana 2 quantum computing chip; practical system targeted for 2029 Chips NVIDIA and Microsoft partner on unified stack for agentic AI across Windows, cloud, and devices Market Microsoft unveils new AI models to reduce OpenAI reliance and costs Funding Goldman Sachs CEO Sees "Greed Mode" in AI Company Fundraising Market Cybersecurity stocks rally $280B on AI earnings outlook; Palo Alto, CrowdStrike in focus Chips Intel's LGA1954 socket spans Nova Lake, Razor Lake—finally multi-generation longevity Chips Microsoft Surface RTX Spark Dev Box targets agentic Windows app development Chips Computex 2026 Day One: ARM Targets Windows PCs, PCIe 6.0 SSDs Launch Market Marvell Surges on Jensen Huang's $1 Trillion Chip Market Forecast Chips Chinese exhibitors locked out of Computex 2026 on Taiwan entry delays Policy Trump AI order requires early model access for US government oversight Chips AMD Considers Ryzen 5 9600X3D; Six-Core Zen 5 Cache Variant Could Arrive Late 2026 Funding SoftBank Backs Agile Robotics in $800M Round as Robotics Capex Accelerates Market HPE surges on guidance hike; enterprise AI infrastructure demand remains strong Chips Physical AI Drives Chipmakers Beyond Compute — EE Times Analysis Chips Phison Unveils PCIe 6.0 Controller With 28 GB/s Bandwidth for AI Storage Breaking Anthropic Expands Mythos Policy Platform to 150+ Organizations Globally Market Marvell Soars on Huang's $1 Trillion AI Infrastructure Call Funding Defense startup funding hits all-time record amid VC exit appetite Chips Intel Xeon 6+ Wins 18A Wafer Allocation at Computex Chips Microsoft announces Majorana 2 quantum computing chip; practical system targeted for 2029 Chips NVIDIA and Microsoft partner on unified stack for agentic AI across Windows, cloud, and devices Market Microsoft unveils new AI models to reduce OpenAI reliance and costs Funding Goldman Sachs CEO Sees "Greed Mode" in AI Company Fundraising Market Cybersecurity stocks rally $280B on AI earnings outlook; Palo Alto, CrowdStrike in focus Chips Intel's LGA1954 socket spans Nova Lake, Razor Lake—finally multi-generation longevity Chips Microsoft Surface RTX Spark Dev Box targets agentic Windows app development Chips Computex 2026 Day One: ARM Targets Windows PCs, PCIe 6.0 SSDs Launch Market Marvell Surges on Jensen Huang's $1 Trillion Chip Market Forecast Chips Chinese exhibitors locked out of Computex 2026 on Taiwan entry delays Policy Trump AI order requires early model access for US government oversight Chips AMD Considers Ryzen 5 9600X3D; Six-Core Zen 5 Cache Variant Could Arrive Late 2026 Funding SoftBank Backs Agile Robotics in $800M Round as Robotics Capex Accelerates Market HPE surges on guidance hike; enterprise AI infrastructure demand remains strong Chips Physical AI Drives Chipmakers Beyond Compute — EE Times Analysis Chips Phison Unveils PCIe 6.0 Controller With 28 GB/s Bandwidth for AI Storage Breaking Anthropic Expands Mythos Policy Platform to 150+ Organizations Globally Market Marvell Soars on Huang's $1 Trillion AI Infrastructure Call Funding Defense startup funding hits all-time record amid VC exit appetite Chips Intel Xeon 6+ Wins 18A Wafer Allocation at Computex

Funding Tuesday, June 2, 2026 at 06:31 PM

Goldman Sachs CEO Sees "Greed Mode" in AI Company Fundraising

Goldman Sachs CEO David Solomon told investors that markets are in 'greed' mode as AI companies seek unprecedented funding, suggesting valuations have climbed beyond traditional risk-adjusted metrics. He underscored that investor appetite for AI exposure now overrides conventional discipline.

For CTOs evaluating vendor consolidation and infrastructure platform bets, this signals a potential valuation reset risk—vendors with unsustainable burn or speculative unit economics may face repricing when that greed corrects.

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