Major AI Shift: SpaceX Targets $1.5T IPO & Israel Joins 'Pax Silica' | December 14, 2025

📋 Quick Takeaways

Israel joins US-led “Pax Silica” initiative, partnering with seven other nations to secure global AI and semiconductor supply chains.
SpaceX targets a massive $1.5 trillion valuation for its potential 2026 IPO, driven by Starlink and Starship progress.
Meta considers paywalling its next flagship AI model, code-named “Avocado,” marking a potential departure from its open-source strategy.
OpenAI’s GPT-5.2 overtakes competitors on the new “GDPval” economic benchmark, though with higher operational costs.
Nvidia weighs increasing H200 chip output to meet unyielding demand, despite supply chain constraints.
Oklo Inc. launches $1.5 billion equity offering to fund nuclear power infrastructure for energy-hungry AI data centers.
Blue Origin developing orbital AI data centers, signaling a new infrastructure race in space against SpaceX.
Privacy watchdogs warn of AI-powered smart toys collecting sensitive child data during the holiday season.

🌍 Geopolitics & AI Supply Chain

Israel Joins US-Led ‘Pax Silica’ Initiative for Secure AI Future

Strategic Alliance: On December 13, Israel officially joined the “Pax Silica” initiative, a US-led strategic partnership aimed at securing the global supply chain for artificial intelligence and semiconductors.

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AI & Tech Brief: Broadcom Market Shakeup, China's Chip Ban & Scientific AI Breakthroughs | December 13, 2025

📋 Quick Takeaways

Broadcom stock dip drags down Nasdaq despite strong earnings, reigniting “AI Bubble” fears
China strategically blocks US H200 chips, favoring domestic semiconductor independence
Intel finalizes major AI startup acquisition to regain data center market share
Google updates “AI Mode” with enhanced citations to support publishers
New AI tools launch: “SciSciGPT” for researchers and “AI Workforce” for manufacturing

📉 Market & Geopolitics

Broadcom Earnings Fail to Quell “AI Bubble” Fears

Market Reaction: Despite posting better-than-expected earnings for the October quarter, Broadcom’s stock declined, triggering a broader sell-off across the tech sector.