AI Wired into War Machine | Rewire News Nightly
The U.S. handed over a 15-point surrender list 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｜U.S. Presents Surrender List, Iran Says You Are Negotiating with Yourself
Pakistan delivered the U.S.-drafted 15-point peace plan to Tehran. After the plan was revealed by The Wall Street Journal, Brent crude oil briefly fell below $100, and Asian stock markets collectively rose. However, the optimism did not last beyond a single trading day.
All 15 points of the plan are aimed at Iran's core strategic assets. Dismantle three nuclear facilities, cease uranium enrichment, pause missile programs, reduce support for regional allies, and fully open the Strait of Hormuz. The exchange condition is the lifting of sanctions and civilian nuclear assistance. This is not a negotiation offer; it is a list of surrender terms.
Iranian military spokesman Zolfagari taunted, "You are negotiating with yourselves." The Ambassador to Pakistan confirmed that there have been no negotiations to date. But on the same day, Tehran announced the allowance of "non-hostile" vessels to pass through the Strait of Hormuz, sending a small signal of easing while rejecting negotiations. The IEA confirmed that the Hormuz crisis has led to a global cut in production of about 8 million barrels per day. Goldman Sachs simultaneously raised the probability of a U.S. recession to 30% and forecasted an average price of $115 for Brent in April.
(Source: Al Jazeera / Time / France 24 / WSJ / Goldman Sachs / IEA)
2｜Golden Dome $185 Billion, AI Welded into War Machine
The morning edition reported that the Pentagon blacklisted Anthropic while granting Palantir a 28-fold budget increase on the same day. The evening's signal pushed this line into a new phase. (Continued from the morning report)
Anduril and Palantir are jointly developing the core software of the Golden Dome missile defense system. The project's budget is $185 billion, with an additional $100 billion allocated 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 the space-based components, and Lockheed Martin, Raytheon, and Northrop Grumman have all secured contractor positions.
Palantir 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 completes target identification and scenario generation for 2,000 strikes within 48 hours, integrating satellite, drones, radar, and signal intelligence, semi-autonomously generating legal justifications for each strike. AI is no longer just a support tool; it is the infrastructure itself.
(Source: Reuters / WSJ / Bloomberg / Democracy Now / MIT Technology Review)
3 | China Bet Big as the "Big Winner" of the AI Race
Huang Renxun last week stated in a CNBC interview that OpenClaw is the "next ChatGPT." Hours after the news reached Hong Kong, MiniMax and Zhìpǔ AI saw their stock prices surge by over 20%.
Fortune provided some structural numbers. By 2030, China will have around 400 gigawatts of idle power capacity, three times the global data center demand. Electricity prices in western provinces are as low as 5 cents per kilowatt-hour, compared to 40 cents in some parts of the U.S. Electricity represents about 35% of the inference cost, and with equivalent computing power, China's operating costs are less than one-eighth of those in the U.S. Jefferies strategists are reducing their exposure to U.S. tech stocks, citing the advantage in electricity costs as one reason.
(Source: Fortune / Bloomberg / CNBC / 36Kr)
4 | SpaceX Could File for IPO This Week with a Valuation of $1.75 Trillion
The Information reported that SpaceX could submit an IPO prospectus to U.S. regulators as early as this week. If true, this would be the largest IPO in human history. The target fundraising exceeds $75 billion, more than twice the record $29.4 billion set by Saudi Aramco in 2019. The anticipated valuation for the IPO could exceed $1.75 trillion, with a planned public listing in June.
This is not just an IPO for a rocket company. In February 2026, SpaceX completed a full-stock acquisition of Musk's AI company xAI, with a combined valuation of around $1.25 trillion. IPO investors will be buying more than just Starlink and Falcon 9; they will also be getting Grok's large-scale model and xAI's computing cluster. Retail investors may receive over 20% of the allocation.
Amid Arm's in-house chip development and OpenAI's preparations for a public debut, SpaceX chose this timing to file. Upstream players in the AI industry are flocking to the public market, seizing the valuation window before further escalation of the Iran conflict and recession expectations.
(Source: The Information / Bloomberg)
Also Good to Know ↓
JPMorgan CEO Jamie Dimon said at the Hill & Valley Forum, "We have become Europe." He criticized the rigidity of the U.S. defense procurement and budgeting system, stating that congressional intervention and compliance processes have made it difficult for the Department of Defense to adjust flexibly. At the same time, he expressed a rare positive attitude towards a war with Iran, believing that Gulf nations now realize that they "cannot let their neighbor shoot ballistic missiles at data centers," which has increased the opportunity for lasting peace. (Source: Fortune / CNBC)
An Axios investigation found a "suspicious trading pattern" surrounding major Trump decisions to be a popular trend. Every major market disturbance is preceded by abnormal trading activity hours before. The $580 million futures trade mentioned in the early edition is just the latest example, where a few seemed to profit openly while ordinary Americans endure skyrocketing oil prices. (Source: Axios)
Stratechery's Ben Thompson released an A-level analysis, deeply dissecting the motivations and constraints behind Arm's in-house chip. This is the most authoritative supplement to the early edition's significant event concerning Arm. Thompson believes Arm's choice stems from the systemic evolution of computing architecture rather than a simple competitive strategy. (Source: Stratechery) (Continued from early edition)
Amazon has acquired Fauna Robotics, a startup that makes child-sized humanoid robots, marking its second robot acquisition this month. The same day, Google announced a partnership with Agile Robots to expand its AI robot layout, accelerating the arms race among tech giants in the field of embodied intelligence. (Source: TechCrunch / CNBC)
A New Mexico jury made the first trial verdict in a child safety case against Meta, where the amount was not the focus, but rather the precedent. This is the first time in U.S. history that a jury has ruled against Meta in such a case, drawing attention from multiple states nationwide to this precedent. (Source: TechCrunch)
Apple is testing an independent Siri app and a brand-new "Ask Siri" feature, set to release alongside iOS 27 at WWDC on June 8. Siri will receive a new interface similar to a chatbot, marking Apple's most significant attempt at a reboot in its AI strategy. (Source: 36Kr / Bloomberg)
Block's CFO stated that large-scale job cuts due to AI are "inevitable" for companies. Following the same-day statements from four billionaires in the early edition, another industry executive used the word "inevitability," shifting the AI employment narrative from prediction to consensus. (Source: WSJ)
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