SpaceX's IPO, Nvidia earnings, Bezos on the AI bubble and more in Morning Squawk

AMD Ryzen AI Max 400 ‘Gorgon Halo’ packs up to 192GB of unified memory — refreshed APU uses Zen 5 and RDNA 3.5, and can clock up to 5.2 GHz

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips

Samsung reportedly set to distribute up to $26.6 billion to staff in AI-driven semiconductor bonuses after last-minute union deal — average payouts could approach $400,000 per chip employee

The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond

Pick up an $1100 discount on this RTX 5080-powered HP Omen Max gaming laptop — 32GB of DDR5 RAM and powerful Intel 275HX CPU help to crush the competition in-game