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The AI Daily Brief: Artificial Intelligence News and Analysis
What OpenAI and Anthropic Think Happens Next With AI

TSMC is famously a relationship-based company, with NVIDIA CEO Jensen Huang commenting that he's never signed a contract despite becoming TSMC's largest customer.

CommSec Market Update
AM 04 Jun 26: Oil surges, stocks fall on renewed Iran fighting

Marvel Technology extended gains with a 3.8% rise, hitting $250 billion in market value a day after NVIDIA CEO Jensen Huang called the chipmaker the next trillion-dollar company.

CommSec Market Update
AM 03 Jun 26: Tech shares drive S&P 500 to record high

Marvel Technologies shares surged 33% after NVIDIA CEO Jensen Huang called the chipmaker the next trillion-dollar company.

CommSec Market Update
AM 03 Jun 26: Tech shares drive S&P 500 to record high

Jensen Huang, though, is talking his own book, so to speak, because Nvidia recently took a large stake in Marvel.

Bloomberg News Now
AI Rally Continues, Iran Deal Speculation, More

Speaking in Taiwan as he unveiled the move, CEO Jensen Huang highlighted the strength of the industry.

Morning Wire
Evening Wire: Jill Biden’s Debate Confession & US-Iran Deal Nears The Finish Line | 5.28.26

NVIDIA CEO Jensen Huang hopes this will help strengthen NVIDIA's partnership with the Taiwan Semiconductor Manufacturing Company, the world's largest contract chipmaker.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

Jensen Huang last night, he comes out and says, we're going to be spending three to four trillion on AI infrastructure by 2030.