The Bigger Picture, Sunday June 7 2026 It’s the season of mega-AI IPOs this AI Tech Wave, and the three contenders are pulling out all the steps to appear as it they’re gilding the lily. Make the deals look even better than they might seem to be to...

TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said that the global chip supply will...

Today’s theme: kudos to three AI arbiters — the S&P 500, SemiAnalysis, and The Atlantic — for ‘against the grain’ calls this week. Two tie to next week’s SpaceX/xAI $1.75+ trillion mega-AI IPO, planning to raise north of $75 billion — the largest...

I’ve long called $2.2+ trillion market cap Taiwan Semiconductor (TSMC) the ‘Fed of the Global Tech Economy’, here at AI-RTZ. Yes, the TSMC that is the pivotal partner to Nvidia and Apple (in that order these days), along with almost every consumer...

Today’s theme: ‘when it rains it pours’ times in the AI Tech Wave — three disparate realities around the current bull market worth understanding. AI coders getting too productive for their own systems. AI forward-deployed engineers (FDEs) flooding...

Meta, the world’s largest consumer hammer, is being applied to businesses within its midst for AI agents and services. I’ve discussed in recent years how Meta will likely need to leverage its burgeoning AI Data Center infrastructure spend with AWS...

Today’s theme: government and corporate AI stakes get bigger — and soon public investors will have to weigh the consequences, not just the presumably more sophisticated private ones to date. The White House hits a compromise on US AI regulation. China...

Just like in the broader economy, there’s a ‘K-Curve’ AI economy developing fast in this AI Tech Wave. The AI industry is seeing an accelerated move into a la carte AI pricing from subscription tiered ‘all you can eat buffet’ style pricing that was the...

Today’s theme: there’s a global rush to public-market equity funding and raises — and not just the three mega-AI IPOs. AI and supply-chain geopolitics are driving a worldwide equity-market lean into the AI Tech Wave, led by AI Infrastructure, Semis and...

It’s the filing race for mega-AI IPO away in earnest this year. SpaceX/xAI has filed, OpenAI is rumored to have filed or imminently filed. And as expected. Anthropic has now raced to file confidentially. Joining Elon Musk’s SpaceX/xAI and OpenAI in...