AI
AI
AI
SpaceX’s record IPO, Bezos’ Prometheus rising and Anthropic’s controversial call for AI limits
Blastoff! Elon Musk’s SpaceX went public Thursday evening and raised a stunning $75 billion, easily an all-time record.
Investors bid the stock up 19% over the $135 asking price Friday morning, then shares closed at about $161, giving the company a valuation $2.1 trillion. It’s likely to bode well for other AI-related offerings to come this year or next. The IPO is just the first of the triumvirate of AI leaders — yes, SpaceX owns xAI, surely a large part of its overall valuation.
OpenAI filed confidentially for its IPO as it promised its “superapp” is coming, following Anthropic’s lead last week. OpenAI’s offering could come as early as later this year, while Anthropic’s timing sounds even less certain. Stocks aren’t necessarily a zero-sum game, but investors don’t have bottomless pockets either, so you have to wonder where all that money isn’t going to go now.
Even as Anthropic released yet another set of AI models this week, CEO Dario Amodei doubled down on his insistence that governments need the power to limit AI models as they get more and more powerful. Its own restrictions haven’t exactly made it a lot of friends either.
Meantime, Apple announced Siri AI at its WWDC conference, powered in part by Google’s Gemini. Everyone has been saying Apple is sorely late to the game, and they’re not wrong. But if Siri works as advertised, the iPhone could become one of the few default AI devices — with a massive set of services via the Apple Store — making it possible in a time of massive confusion and controversy over AI that it could steal a march.
Jeff Bezos’ Prometheus just raised $12 billion, matching its high ambitions of developing a set of AI tools to speed up hardware development by 10 times or more — everything from robots, jet engines and drugs to cloud data centers and chip design.
Next week is part two of “data platforms month” as Databricks holds its annual Data + AI Summit, two weeks after the rival Snowflake Summit. We’ll have all the news, analysis and interviews, and don’t miss Dave Vellante’s and George Gilbert’s latest Breaking Analysis to prep for it.
Also on the docket is Pure Accelerate, Pure Storage’s annual conference, where we’re likely to hear how CEO Charlie Giancarlo aims to position its storage products and services in the new AI world, as data and data platforms become even more central to how enterprises will make AI work for them. And finally there’s HPE Discover next week as well.
Here’s all of this week’s enterprise and emerging tech news and views from SiliconANGLE, theCUBE, theCUBE Research and beyond:
AI and data: Next up, OpenAI’s IPO
Analysis and food for thought
Elon Musk’s age of impunity (per Axios) This is the guy investors plowed tens of billions of dollars into this week. Money talks, ethics… faceplants.
We can’t let my former VC colleagues buy off our democracy (per John O’Farrell/New York Times) A former a16z general partner weighs in.
Oops: KPMG’s AI report becomes an accidental demo of AI hallucinations
It’s not FAANG anymore. It’s MANGOS — so say some. Except besides being premature, any tech-titan acronym that leaves out Amazon — or Apple! — is a nonstarter. So… MAAANGOS?
Money matters
OpenAI confidentially files its IPO paperwork as it inches closer to stock market debut
OpenAI acquires AI agent orchestration startup Ona
Jeff Bezos’ Prometheus raises $12B to accelerate industrial engineering projects
Mistral reportedly seeking $3.5B funding round amid physics AI push
Neura Robotics to raise up to $1.4B from Nvidia-backed consortium
Rental screening startup 100 acquires fraud detection firm Cobblestone Labs
PhysicsX reels in $300M to speed up hardware design with AI
PhoenixAI raises $80M to drive the development of agentic AI-ready database technology
AI infrastructure cost control startup PointFive gets $60M to help enterprises save
Physical security platform Coram AI raises $35M
Jedify raises $24M to give enterprise AI agents the business context they lack
Upriver raises $14M to automate enterprise data engineering for AI
Earlytrade raises $10M to bring agentic AI to construction payments
Niteshift, a full-stack cloud for coding agents, raises $7M seed round
Exclusive: Relai raises $6.9M to enable verifiable and continuous learning for AI agents
ChatSee raises $6.5M to build ‘failure memory’ for enterprise AI agents
Lium raises $5.5M to unlock complex scientific data for AI models
New models and services
Anthropic sets AI performance records with new Mythos 5, Fable 5 frontier models And proceeds to piss everyone off with its restrictions.
Apple debuts Siri AI as a more personal assistant built on Gemini M.G. Siegler thinks Apple-the-laggard will win again: Apple wins consumer AI by default
OpenAI’s planned ‘superapp’ gets closer as one employee says ‘chat is dead’
Google open-sources speedy DiffusionGemma text diffusion model
Visa partners with OpenAI to let AI agents make payments for users
Pega expands AI platform with agent orchestration, development tools and new pricing model
Exclusive: MotherDuck adds agentic data ingestion to its cloud analytics service
Google upgrades NotebookLM to Gemini 3.5, adds more coding features
Tiger Data launches PostgreSQL extension designed for AI agents
TestSprite launches an open-source command-line tool to help AI agents check their own work
Coinbase for Agents lets AI assistants trade crypto and move money
Datadog launches more than 100 features at DASH to push autonomous AI ops
Silverfort brings runtime identity controls to Microsoft Copilot Studio agents
Rubrik brings Agent Cloud to Claude and launches Rubrik AI to automate recovery
Publicis Sapient launches Sustain to transform IT operations with AI-enabled support
ConnectWise launches AI-native platform in push toward ‘Predictive IT’
DTEX adds AI Risk Management to track how agents and employees use AI
Diagrid brings cryptographic proof to AI agent and workflow execution
Policy
Anthropic’s Dario Amodei wants governments to have the power to block ‘dangerous’ AI systems
With chatbot regulation, Canada proposes a ban on social media for under 16s
Around the enterprise: Side-eyeing Oracle’s AI bet
Money matters
Oracle’s AI investments spook investors despite impressive earnings and revenue beats
Helix launches with $10B+ in funding to build AI infrastructure
Super Micro Computer to raise $7B in equity offerings to meet AI server demand
Amazon inks multibillion-dollar optical manufacturing deal with Corning
NinjaOne raises $400M+ for its endpoint management platform
Data center infrastructure startup TensorWave raises $350M to help break Nvidia’s AI chip monopoly
Adobe beats expectations but another top executive leaves, putting pressure on its stock
QumulusAI and the shift from GPU scarcity to GPU efficiency
Salesforce to acquire usage-based billing platform m3ter
New products and services
AWS’ powerful Graviton5 CPU makes its debut in new M9g and M9gd cloud instances
AWS debuts AWS FinOps Agent to help customers optimize their cloud spending
Apple refines Liquid Glass design and expands child safety tools at WWDC
The AI supersystem shift: Why Arista’s 1.6T announcement is an Ethernet inflection point
Openchip taps Baya Systems data-movement platform for RISC-V systems
Connecting the front line: How 8×8 Pulse and Resolve fix corporate blind spots
Oriole Networks deploys photonic AI network in first commercial rollout with AMD
Cyber beat: Patch Everyday
Attack & response
Microsoft patches record 200-plus vulnerabilities as AI accelerates bug discovery
New services
Zscaler launches AI Broker and Endpoint AI Security for AI agents
Zscaler unveils ZAgent Framework to automate zero-trust SASE operations
And Zeus Kerravala’s analysis of Zscaler CEO Jay Chaudhry’s keynote at Zenith: Securing the AI workforce: Zscaler’s zero-trust play for agentic AI
Filigran launches XTM One to automate threat exposure management with AI agents
Money matters
Cyera raises $600M at $12B valuation amid flurry of cybersecurity investments
SailPoint shares fall despite earnings beat and raised guidance
A Security raises $37M backed by Wiz CEO Assaf Rappaport and Cyera CEO Yotam Segev
Elsewhere in tech: SpaceX IPO blasts off
After raising record $75B in IPO, Elon Musk’s SpaceX pops 20% in trading debut
Fintech Digital Asset raises $355M to scale up institutional finance blockchain Canton Network
Standard Bots raises $200M at $1B valuation to revolutionize AI-native industrial robotics
Decentralized lending protocol Morpho raises $175M to build the world’s biggest open credit network
Endurance Energy raises $54M to tap geothermal power from undersea volcanoes
Alice & Bob unveils its first quantum hardware system to advance qubit fault tolerance
Comings and goings
Guy Rosen, VP of product management and chief information security officer at Meta Platforms, said he’s leaving to find “ways to advise and partner with leaders and organizations.”
Employment platform Pebl appointed former Remote exec Patrick McKelvie chief revenue officer as part of a management reshuffle, replacing founder Ben Wright, who returned to his chairman role. Dutta Satadip moved up to chief business officer and Shawn McIntire assumed the expanded role of chief legal and people officer.
Legal tech platform Casepoint has a new CEO: Neumo founder and former CEO Paul Colangelo.
Sovereign hybrid cloud provider Leaseweb appointed Jeroen Verkroost chief marketing officer.
Agentic trust platform Vanta named former Calendly Chief Operating Officer John McCauley chief financial officer.
What’s next
Events
June 15-18: Databricks’ Data + AI Summit, San Francisco: SiliconANGLE will have all the news plus interviews at the conference, and theCUBE and theCUBE Research will also be onsite with interviews and analysis. *
June 15-18: HPE Discover, Las Vegas.
June 16-18: Pure Accelerate, Las Vegas: SiliconANGLE will have all the news, and theCUBE and theCUBE Research will be onsite June 17 with interviews and analysis. *
* Sponsored event
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