The United States handed over a 15-point peace plan to Iran, and the Iranian military asked: Are you negotiating with yourselves? On the same day, AI was officially integrated into the U.S. war machine.

1｜The U.S. presents a list of surrender conditions, Iran says you are negotiating with yourself

Pakistan delivered the U.S.-drafted 15-point peace plan to Tehran. After the plan was disclosed by the Wall Street Journal, Brent crude temporarily fell below $100, and Asian stock markets collectively rose. But the optimistic sentiment did not last beyond one trading day.

All 15 points pointed to Iran's core strategic assets. The dismantling of three nuclear facilities, halting uranium enrichment, pausing missile programs, reducing support for regional allies, and completely opening the Strait of Hormuz. The exchange conditions involve the lifting of sanctions and civil nuclear energy assistance. This is not a negotiation offer; it's a list of surrender conditions.

The Iranian military spokesperson Zolfaqari sarcastically remarked: You are negotiating with yourselves. The ambassador to Pakistan confirmed that there had been no negotiations to date. However, on the same day, Tehran announced that "non-hostile" vessels would be allowed to pass through the Strait of Hormuz, releasing a slight easing signal while refusing negotiations. The IEA confirmed that the Hormuz crisis has caused a global production reduction of approximately 8 million barrels per day. Goldman Sachs raised the probability of a U.S. recession to 30% on the same day, predicting that Brent's average price in April would reach $115.

(Source: Al Jazeera / Time / France 24 / WSJ / Goldman Sachs / IEA)

2｜Golden Dome $185 billion, AI integrated into the war machine

The early report stated that the Pentagon blacklisted Anthropic and, on the same day, increased Palantir's budget by 28 times. The evening signal pushed this line into a new phase. (Continuation of the early report)

Anduril and Palantir are jointly developing the core software for the Golden Dome missile defense system. The project budget is $185 billion, with an additional $10 billion added last week. The software connects radar, satellites, and sensor networks to detect ballistic, cruise, and hypersonic missiles in real-time while controlling interception weapons. SpaceX is responsible for space-based components, and Lockheed Martin, Raytheon, and Northrop Grumman have already secured contractor positions.

Palantir's CTO Sankar stated on Bloomberg TV that the Iran war will be remembered as the first large-scale conflict driven by AI. The Maven system achieves target identification and plan generation for 2,000 strikes within 48 hours, integrating satellites, drones, radars, and signal intelligence, semi-autonomously generating legal arguments for each strike. AI is no longer an auxiliary tool; it is the infrastructure itself.

(Source: Reuters / WSJ / Bloomberg / Democracy Now / MIT Technology Review)

3｜China is bet as the "big winner" of the AI race

Jensen Huang stated in an interview with CNBC last week that OpenClaw is "the next ChatGPT." Within hours of the news reaching Hong Kong, MiniMax and Zhizhu AI stocks rose more than 20%.

Fortune provided structural figures. By 2030, China will have approximately 400 gigawatts of idle electricity, three times the global demand for data centers. In the western provinces, electricity prices are as low as 5 cents per kilowatt-hour, compared to 40 cents in some U.S. regions. Electricity accounts for about 35% of inference costs, and under equal computing power, China's operating costs are less than one-eighth of those in the U.S. Jefferies strategists are reducing exposure to U.S. tech stocks, citing the electricity advantage as one of the reasons.

(Source: Fortune/ Bloomberg / CNBC / 36Kr)

4｜SpaceX may submit IPO application this week, valued at $1.75 trillion

The Information reported that SpaceX is expected to submit its IPO prospectus to U.S. regulators as early as this week. If true, this will be the largest IPO in human history. The target fundraising exceeds $75 billion, over double the $29.4 billion record set by Saudi Aramco in 2019. The listing valuation may exceed $1.75 trillion, with the public listing tentatively set for June.

This is not just the IPO of a rocket company. In February 2026, SpaceX completed an all-stock merger with Musk's AI company xAI, with a combined valuation of approximately $1.25 trillion. IPO investors will receive not only Starlink and Falcon 9 but also the Grok large model and xAI's computing clusters. Retail investors may receive over 20% of the share allocation.

In the same week that Arm was developing its own chips, and OpenAI was preparing for a transition to public listing, SpaceX chose this timing to submit its application. Players in the upstream of the AI industry are rapidly entering the public market, racing to lock in valuation windows before the Iran war and recession expectations worsen.

(Source: The Information / Bloomberg)

Also worth knowing ↓

JPMorgan CEO Jamie Dimon stated at the Hill & Valley Forum that "we have become Europe." He criticized the rigidity of the U.S. defense procurement and budget system, stating that congressional intervention and compliance procedures prevent the Department of War from making flexible adjustments. At the same time, he held an unusually positive attitude towards the Iran war, believing that Gulf countries now realize "they cannot allow neighbors to launch ballistic missiles at data centers," which actually increases the chances of permanent peace. (Source: Fortune / CNBC)

Axios found that "suspicious trading patterns" around Trump's significant decisions are on the rise. Unusual trading behavior appears hours before every major market shock. The $580 million futures trading mentioned in the early report is just the latest example, while ordinary Americans bear the brunt of rising oil prices, a few seem to profit in broad daylight. (Source: Axios)

Ben Thompson of Stratechery published an S-level analysis, deeply dissecting the motivations and constraints of Arm's self-developed chips. This is the most authoritative supplement to the early report on Arm's big event. Thompson believes that Arm's choices stem from the systematic evolution of computing architecture rather than simple competitive strategies. (Source: Stratechery) (Continuation of the early report)

Amazon acquired the startup Fauna Robotics, which makes child-sized humanoid robots, marking the second robot acquisition this month. On the same day, Google announced a partnership with Agile Robots to expand its AI robot布局, accelerating the arms race among major companies in the field of embodied intelligence. (Source: TechCrunch / CNBC)

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Apple is testing an independent Siri app and a new "Ask Siri" feature, planned to be released with iOS 27 on June 8 at WWDC. Siri will receive a new interface similar to chatbot designs, marking Apple's biggest reboot attempt in its AI strategy. (Source: 36Kr / Bloomberg)

Block's CFO stated that the mass layoffs caused by AI are "inevitable" for businesses. Following the statements from four billionaires in the early report, another industry executive used the term "inevitability," reflecting how the narrative around AI employment is shifting from prediction to consensus. (Source: WSJ)

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