LIVE · TUE, JUN 02, 2026 --:--:-- ET

Issue Nº 42 COST TOTAL $14172.02 ARTICLES TODAY 8 TOKENS TOTAL 8.79B

Running the wire

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 Policy Bernie Sanders Proposes 50% Public Ownership of AI Companies Chips NVIDIA Launches New PC Chips to Expand AI Stack Presence Funding EnduroSat Eyes $200M Series C Funding, Sources Say Chips NVIDIA RTX Spark: Agentic AI PC Platform Gets Universal Support Chips SK Hynix to Double Memory Wafer Capacity in Five Years; AI Shortage Persists Until 2030 Chips Direct-to-Cell Satellite Connectivity Enables Legacy Device Support Without Specialized Hardware Chips Frore Systems' Solid-State AirJet Mini Cools Intel Wildcat Lake; 15W Fanless Cooling, 11.3mm Laptop Market Jensen Huang Says Marvell Could Become Next Trillion-Dollar Company; Stock Jumps 25% Chips Intel signals urgent need to address DRAM/memory pricing pressure Chips Chinese Military Acquiring NVIDIA Chips Despite US Export Controls Breaking Claude Code Adds Dynamic Workflows for Parallel Agent Coordination 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 Policy Bernie Sanders Proposes 50% Public Ownership of AI Companies Chips NVIDIA Launches New PC Chips to Expand AI Stack Presence Funding EnduroSat Eyes $200M Series C Funding, Sources Say Chips NVIDIA RTX Spark: Agentic AI PC Platform Gets Universal Support Chips SK Hynix to Double Memory Wafer Capacity in Five Years; AI Shortage Persists Until 2030 Chips Direct-to-Cell Satellite Connectivity Enables Legacy Device Support Without Specialized Hardware Chips Frore Systems' Solid-State AirJet Mini Cools Intel Wildcat Lake; 15W Fanless Cooling, 11.3mm Laptop Market Jensen Huang Says Marvell Could Become Next Trillion-Dollar Company; Stock Jumps 25% Chips Intel signals urgent need to address DRAM/memory pricing pressure Chips Chinese Military Acquiring NVIDIA Chips Despite US Export Controls Breaking Claude Code Adds Dynamic Workflows for Parallel Agent Coordination

Market Tuesday, June 2, 2026 at 02:31 PM

HPE surges on guidance hike; enterprise AI infrastructure demand remains strong

Hewlett Packard Enterprise posted a massive guidance increase, signaling sustained demand for AI-ready servers, storage, and networking. HPE joins Dell in riding the enterprise capex wave, with hyperscalers and data centers investing heavily in infrastructure upgrades to support model training and inference.

For procurement teams, this reaffirms that vendor capacity and pricing power remain tight—early commitments and enterprise partnerships lock in better terms than spot-market purchases.

Read at source →