Evening Scan

Computex delivered exactly what it promised: a Jensen Huang keynote that touched everything from humanoid robots to your next laptop. SoftBank dethroned Toyota as Japan's largest company by market cap during the event—a shift that went largely unnoticed while Nvidia dominated coverage.

300%+ — LG Electronics' share gain in 2026 alone, as investors decided the appliance giant's bet on physical AI and robotics was the trade they'd been sleeping on. (Bloomberg)

Nvidia's Vera CPUs Land Anthropic, OpenAI, and SpaceX as Launch Customers (paywall)

The three biggest names in AI and launch infrastructure all betting on Nvidia's new Arm-based CPU in the same week is less a coincidence than a statement. (Bloomberg)

SoftBank Overtakes Toyota as Japan's Most Valuable Company (paywall)

Toyota has held that title for more than 20 years. SoftBank's AI-everything pivot finally cashed out. (Financial Times)

LG Shares Surge 300%+ on Physical AI Push (paywall)

South Korea's chip rally had its winners last year; now the market is repricing whoever missed it. LG is collecting. (Bloomberg)

China's PLA Openly Tried to Buy Nvidia Chips for Years, Records Show (paywall)

Six years of procurement records suggest the export controls were always playing catch-up to demand. (The New York Times)