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# Evening Scan
- URL: https://adjacent.media/scan/2026-07-06-pm/
- Published: 2026-07-06T23:07:12.000Z
- Updated: 2026-07-06T23:07:12.000Z
- Description: Markets opened the week in rally mode on AI enthusiasm — then the actual AI hardware news arrived. Nvidia’s next flagship rack got pushed to 2028, the Treasury drafted a dotcom-bubble warning, and SK Hynix chose today to launch a $28B Nasdaq listing anyway.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Markets opened the week in rally mode on AI enthusiasm — then the actual AI hardware news arrived. Nvidia's next flagship rack got pushed to 2028, the Treasury drafted a dotcom-bubble warning, and SK Hynix chose today to launch a $28B Nasdaq listing anyway.

> **$28B** — SK Hynix's Nasdaq listing size, launched today, making it one of the largest US share sales of the year. The timing, mid-AI-hardware-delay news cycle, reads as either brave or precisely calculated. *(Reuters)*

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#### [Nvidia's Kyber AI Rack Slips to 2028 Over a Single Circuit Board](https://www.cnbc.com/2026/07/06/nvidia-kyber-rack-system-delays-manufacturing-taiwan-rubin-chips-.html?ref=adjacent.media)

A PCB manufacturing problem has pushed Nvidia's NVL144 rack more than 12 months, and the NVL72x2 architecture got cancelled outright. Blackwell Ultra now carries the interim load. *(CNBC)*

#### [Draft Treasury Report Warns AI Market Looks Like the Dotcom Crash](https://www.notus.org/economy/treasury-internal-report-warning-dangers-ai-bubble?ref=adjacent.media)

The department hasn't published it yet, but the fact that it exists — and leaked today, of all days — is doing most of the work. *(NOTUS)*

#### [SK Hynix Launches \~$28B Nasdaq Share Sale to Ride the AI Wave](https://www.reuters.com/world/asia-pacific/south-koreas-sk-hynix-launch-28-billion-us-listing-ride-global-ai-wave-2026-07-06/?ref=adjacent.media)

17.79 million new shares, final price due Thursday, trading starts Friday. The memory giant is betting the AI infrastructure buildout has enough runway to absorb a listing this size. *(Reuters)*

#### [Novartis Buys UK Biotech Myricx for Up to $1.5B](https://thenextweb.com/news/novartis-buys-myricx-bio-adc-cancer?ref=adjacent.media)

The acquisition targets a new class of antibody-drug conjugates for cancer — early-stage science, but Novartis is paying acquisition-stage prices to move ahead of it. *(The Next Web)*