AI
AI
AI
After filing for its IPO, Anthropic says we need the ability to slow down AI. Fat chance.
No sooner did Anthropic file for its initial public offering of stock this week than it then put out a missive suggesting that AI model makers need to slow down to let us catch our breath — or else AI can improve itself so fast that human society won’t be able to handle the results.
Some argue that this is further savvy marketing by Anthropic, contending its models are just too good for our own good, but it’s also clear that the company’s leaders mean it. To be clear, they’re not actually calling for a slowdown, but the option to slow down if things get out off hand — though that may be a distinction without a difference. Here’s the thing, though: Who’s going to agree to a slowdown? Absent any action, we’re left with … the marketing.
Meantime, SpaceX, which looks to be the first big AI-oriented company to go public — xAI being a unit of the company — detailed that it’s planning to raise a stunning $75 billion.
Given that heady company, Snowflake’s attempt to catapult itself from a cloud data warehouse into more of a driving force in AI might seem to pale. But it made a strong case at its annual Summit that its position as the place where many enterprises have much of their data gives it an opening in the coming era of AI agents. After all, to be useful to enterprises, those agents need to draw context from the data, so it makes sense for them to have ready access to it.
The question will be whether it can establish itself as the control plane for AI — or as Dave Vellante and George Gilbert put it, the System of Intelligence — before model makers, app companies and cloud providers complete their own plans to do the same. It’s going to be an interesting battle in the next couple of years. And we’ll get some more insight into the whole scene at Databricks’ Data + AI Summit the week after next.
Cisco Systems also aimed at its Cisco Live conference this week to establish a pole position in AI given the outsized importance of the network, and Microsoft, newly freed from its OpenAI exclusivity, flexed its model and chip design muscles at its Build conference, vowing to become the fourth major AI company before long. And not to be forgotten, of course, Nvidia released a flurry of new models and chips, including one that will challenge Intel on its home turf of x86 desktop computers.
The big earnings report next week is Oracle, which is still straining to catch up in AI and spending a lot to do it. On the event front, there’s Apple’s WWDC development conference and FinOps X in San Diego.
Here’s all of this week’s enterprise and emerging tech news and views from SiliconANGLE, theCUBE, theCUBE Research and beyond:
AI and data: Anthropic files for IPO and Snowflake climbs the AI stack
Analysis and food for thought
Anthropic calls for global pause in AI development before humans lose control
But, oh well: AI agent web traffic has surpassed that of humans, lending weight to the ‘dead internet’ theory
Why ‘human in the loop’ falls short – and what to do about it
From reactive operations to autonomous infrastructure: What IT leaders must do next
Why AI isn’t showing up on your bottom line: A framework to understand your firm’s AI transformation (from Exponential View)
Enshittification, despotification and the open internet (from Liberalism.org) Mike Masnick: “The choice in front of us is the same one that’s always been in front of us, just with higher stakes and less time: Do we let the next generation of tools get built around chokepoints, or do we insist on architecture that distributes power instead of concentrating it?”
“Shark Tank” mogul Kevin O’Leary says he will shrink his Utah AI data center project after political backlash So now it’s only 1.5 times the size of Manhattan?
New models and services
Coverage from Snowflake Summit:
AI agents, open data and governance take center stage at Snowflake Summit
Breaking Analysis: Personal agents light the fuse as Snowflake and Databricks move up the AI stack
Snowflake adds new AI services while continuing to build relationships with key model providers
RelationalAI beefs up its reasoning capabilities to enhance AI agent decision-making
From Microsoft Build: Redmond gets serious about AI, but it’s got a lot of catching up to do:
Microsoft debuts an expansion of its model families and agentic AI intelligence for developers
Microsoft announces Surface RTX Spark AI supercomputer development box
Microsoft launches Rayfin to let developers and agents build app back ends on Fabric
With new Majorana 2 quantum chip, Microsoft claims dramatic breakthrough in qubit stability
And elsewhere:
OpenAI extends Codex with productivity tools for nontechnical users
Augment Code launches Cosmos to bring agentic AI software development to teams
Google introduces Gemma 4 12B, a unified, encoder-free multimodal model
Workday introduces new capabilities for building and verifying AI agents
Asana launches AI-powered products to help organizations manage human and agent work
Google launches Dreambeans, an AI app that curates daily stories from Google data
Merge launches Agent Handler for Employees as an IT gatekeeper for workplace AI agents
Fingerprint launches AI Assistant Detection to spot traffic from ChatGPT, Gemini and Claude
Money matters
Anthropic confidentially files for IPO amid rapid growth
SpaceX hopes to raise $75B when world’s biggest-ever IPO lifts off next week
Nvidia snaps up Kumo AI, a predictive AI startup known for its extreme accuracy
Cloudflare acquires VoidZero, maker of the Vite JavaScript toolchain
Supabase raises $500M as AI coding tools drive ‘phenomenal’ growth
AI startup Flourish reportedly raises $500M round backed by Jeff Bezos
Generative AI music startup Suno AI raises over $400M at a $5.4B valuation
Generalist AI raises $400M at $2B valuation to build general intelligence for robotics
Market research firm AlphaSense raises $350M at $7.5B valuation
Observability provider Coralogix nabs $200M investment
Mecka AI raises $60M to train robots with human data sourced from body sensors and iPhones
Gradient Labs increases Series A round to $26M to put customer operations on autopilot for financial services
Sekai raises $20M for AI app creation
Novellia raises $18M to scale patient-controlled medical data platform
Archestra raises $10M to broker AI agent access to corporate data
ZeroDrift raises $10M to protect AI models from themselves
Policy
US government could take stakes in major AI companies
Trump signs scaled-back version of AI executive order
In policy paper, OpenAI diverges from White House on AI safety
UK orders Google to provide AI Overviews opt-out option for publishers
Florida AG sues OpenAI and Sam Altman over claims the technology is dangerous and exploits its users
Around the enterprise: Unstoppable Nvidia
New products and services
Nvidia’s blitz at Computex/GTC Taipei:
Nvidia ramps up production of Vera Rubin, the foundation of the next generation of AI factories
Nvidia gives developers the tool to build secure, autonomous AI workers that scale
Nvidia debuts RTX Spark processor for Windows laptops, compact desktops
Five thoughts from Nvidia CEO Jensen Huang’s GTC Taipei 2026 keynote
And other Computex news:
Intel introduces Xeon 6+ server processors, previews upcoming graphics cards
Intel touts 130-plus edge design wins for Series 3 and launches OpenVINO Physical AI framework
From Cisco Live:
Cisco’s new cloud platform aimed at securing AI infrastructure
Cisco bets on AI agents to redefine workplace collaboration
Upwind integrates runtime cloud security with Cisco Cloud Control
John Furrier’s take: Cisco’s AI moment: Can the networking giant reclaim the center of the AI infrastructure stack?
And a wrap on the keynotes from Zeus Kerravala: Five takeaways from the Cisco Live keynotes
And in other product news:
Startup Kodesage secures seed funding to accelerate on-premises app modernization with AI
AWS adds database features and license options aimed at simplifying agent deployment
Mitel CX solves the sovereign cloud problem for communications
Money matters
Alphabet unveils plan to sell $80B in shares to fund ongoing AI infrastructure buildout
Salesforce acquires Contentful to give Agentforce a content layer that can assemble experiences on the fly
Marvell stock soars 32% as Nvidia’s Huang says it could be the next trillion-dollar company
Financial technology startup Ramp raises $750M funding at $44B valuation
DriveNets raises $410M as AI boom pushes valuation to $8.5B
Sitecore acquires customer experience platform Scrunch for $225M
ZutaCore raises $100M to scale up waterless cooling for AI data centers
Wordsmith raises $70M to build the platform to run your in-house legal team
Earnings
HPE posts huge earnings beat thanks to AI servers, sending its stock skyward
Broadcom revenue miss stuns Wall Street, and its stock sinks after-hours
Palo Alto Networks shares slip despite third-quarter earnings and revenue beat
CrowdStrike shares fall as billings miss overshadows earnings and revenue beats
GitLab boosts sales 23% but plans 14% workforce reduction
C3 AI beats Q4 estimates and stock edges up
Rubrik shares slip after-hours despite first-quarter beat and raised outlook
Docusign nudges revenue outlook higher after first-quarter profit rises
Cyber beat: Cyera aims for the industry’s top tier
Attack & response
Critical Hugging Face Transformers flaw ran attacker code on a routine model load
New services
Anthropic expands Project Glasswing cybersecurity program to 150 more organizations
JupiterOne launches Continuous Controls Monitoring to test security controls against live asset data
MazeBolt launches RADAR VectorAI to test enterprise defenses against AI-generated DDoS attacks
WP Engine bolts bot management onto Global Edge Security as AI crawlers surge
Money matters
Cyera raises $300M at $12B valuation, doubling its worth in five months
Offroad launches with $7M to automate identity security with AI agents
Elsewhere in tech: Investors flock to quantum
Quantum computer maker Quantinuum closes flat after $1.68B public offering
OQC raises $350M for its sapphire-based superconducting quantum chips
Space propulsion startup Impulse Space closes $500M investment
Fusion power startup Helion valued at $15.5B in $465M funding round
Defense tech darling Mach Industries hits $1.8B valuation, a 4x jump in a year
Comings and goings
Teradata named Josh Fecteau chief data and AI officer and chief information officer, unifying data, AI and technology operations.
Starburst appointed former Datadog Senior Director of Information Security Paras Malhotra chief information security officer.
Former Varonis Systems and Vectra AI exec Ofir Ronen joined Doppel as SVP of customer success.
What’s next
Events
June 8-12: Apple WWDC, Cupertino and online. SiliconANGLE will have the news.
June 8-11: FinOps X, San Diego: SiliconANGLE will have somenews and theCUBE will be onsite with analysis and interviews. *
June 15-18: Databricks’ Data + AI Summit, San Francisco: SiliconANGLE, theCUBE and theCUBE Research will have interviews and analysis.
* Sponsored event
Earnings
Tuesday, June 9: Sailpoint
Wednesday, June 10: Oracle
Thursday, June 11: Adobe
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