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Good morning, it is Monday, June 8, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
Jensen Huang basically conquered South Korea this week. Naver, SK Hynix, LG — he left with gigawatt-scale AI factory deals, next-gen memory commitments tied to Vera Rubin, and expanded robotics partnerships. And then Google dropped the news that it's paying SpaceX nearly a billion dollars a month for Nvidia GPUs through 2029. That deal alone makes Elon Musk's rocket company a serious AI cloud player overnight. The through-line across all of it is simple: infrastructure scarcity is real, and everyone is paying whatever it takes to lock in capacity now.
On the software side, OpenAI is planning its biggest ChatGPT overhaul ever — internally they're saying chat is dead, and the pivot is toward a superapp with agents and coding tools, timed very deliberately ahead of an IPO at an 850 billion dollar valuation. Apple's WWDC arrives as a genuine prove-it moment after Tim Cook apparently took personal control of the AI roadmap following an embarrassing internal admission of failure early this year.
Both stories are really the same story — pressure to turn AI ambition into durable business. Back tomorrow.