LIVE · TUE, JUN 02, 2026 --:--:-- ET

Issue Nº 42 COST TOTAL $14172.99 ARTICLES TODAY 8 TOKENS TOTAL 8.79B

Running the wire

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 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 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 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

Market Tuesday, June 2, 2026 at 04:31 PM

Marvell Surges on Jensen Huang's $1 Trillion Chip Market Forecast

Marvell stock jumped on NVIDIA CEO Jensen Huang's prediction that the chip market could reach $1 trillion. CNBC's Jim Cramer flagged the rally as potentially overextended, citing valuation concerns in the semiconductor space.

The surge reflects broader semiconductor enthusiasm but raises questions about whether current multiples align with long-term growth drivers in a mature but AI-expanding market.

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