Google is adopting financing tactics associated with Nvidia, including a $3.2bn data-center guarantee and so-called circular financing, to win customers for its own TPU chips. It is also leaning on broader funding plans, including an $85bn equity raise largely for AI infrastructure, to support expanding TPU supply beyond Google. The move is sharpening questions about whether Nvidia can sustain its north-of-90% share of the AI chip market and the durability of its CUDA advantage. Google says customers such as Citadel Securities have validated TPU cost and performance, while a planned cloud venture with Blackstone targets Nvidia-backed providers such as CoreWeave.

General Atlantic is in talks to lead the first external fundraising round for Kling AI, the video unit of Chinese tech group Kuaishou, according to Bloomberg. Kling is seeking more than $2bn at a valuation of $18bn ahead of a planned stock market listing, after paring back an earlier $20bn target. The discussions are at an early stage with no assurance a deal will be reached, and both General Atlantic and Kuaishou declined to comment.

Higgsfield has launched Supercomputer 2.0, an enterprise AI marketing agent that deeply integrates NVIDIA’s Agent Toolkit and Nemotron models, and runs its proprietary Soul model on Blackwell. The company says its platform is used by 390 Fortune 500 companies and that revenue in the first five months of 2026 nearly quadrupled. The release reinforces NVIDIA’s early lead and commercial validation in agent infrastructure, but no specific orders or revenue-sharing terms were disclosed.

SpaceX shares fell 6.5% to $178.50 in a single session, though they still traded more than 30% above the $135 offering price. The decline erased more than $150bn in market value on the day. As the post-IPO surge cooled, investors shifted from debut-day enthusiasm to closer scrutiny of whether the valuation can hold, focusing on Starlink’s profit durability, Starship’s development risks and Elon Musk’s highly concentrated control structure. The stock’s earlier rally had briefly pushed SpaceX’s market capitalisation above Amazon and, for a moment, Microsoft before the reassessment set in.

Verse Enterprises完成5400万美元B轮融资，NVIDIA作为领投方之一参与。该公司开发Dispatch Intelligence软件，通过电池+光伏协同管理缓解电网瓶颈，助力AI数据中心提前3年并网。其技术已接入NVIDIA DSX AI Factory设计，旨在解决因电力短缺导致的数据中心建设延迟问题，从而加速AI基础设施落地及对应GPU采购。

Meta’s Applied AI organization has been hit by an internal backlash after engineers were reassigned to data-labeling and other low-autonomy tasks, triggering protests and disputes over workplace monitoring and “tokenmaxxing.” The turmoil followed a 30 May Instagram security incident involving takeovers of high-profile accounts and was compounded by the departure of Meta’s chief information security officer. Even senior leaders have publicly criticized the reorganization, as Meta reports $56.3bn in first-quarter revenue but its stock is down around 18% over the past year.

The European Commission is expected to issue preliminary findings next week that Amazon Web Services and Microsoft Azure meet the criteria to be designated as “gatekeepers” under the Digital Markets Act. A final decision is expected by the end of 2026, though the timetable could change. If designated, the cloud providers would face obligations such as interoperability, limits on customer lock-in and curbs on self-preferencing, with potential fines of up to 10% of global turnover for breaches.

苹果在WWDC上发布基于谷歌Gemini模型的Beta版Siri，推迟在欧盟和中国落地，未提供新AI营收指引；分析师未调整2027–2028年收入预测。苹果当前市盈率33倍，显著高于10年均值23倍，依赖尚未兑现的AI驱动iPhone换机周期。股价在五月大涨15%后大幅回撤，反映市场对AI执行持续失望。

AI researcher Gary Marcus warned that a disappointing OpenAI IPO could ripple through the company’s heavily relied-upon AI infrastructure suppliers. OpenAI spent $34 billion last year, is projected to burn about $27 billion in 2026, and is consuming $3.7 billion in cash this quarter while remaining unprofitable and facing legal scrutiny. He said Nvidia, Oracle and CoreWeave—now a Nasdaq100 constituent—have benefited materially from OpenAI’s demand for compute, and could face revenue and valuation pressure if OpenAI cuts spending after going public.