Now we know for sure: This will be the year of monster initial public offerings.
Elon Musk’s SpaceX filed for an IPO this week, aiming to raise a record $80 billion or more, and OpenAI was expected to follow hot on its heels. Of course investors will eat them up, as they seem to do with everything that’s touched by artificial intelligence, but then they’ll want to see continued hypergrowth and, eventually, profits. Those remain far from certain.
Or do they? Anthropic this week said it turned a surprise profit last quarter, ahead of a not-yet-announced but certainly expected IPO of its own later this year. What self-respecting hypergrowth company does that??
The profits from AI remain pretty much with one company: Nvidia. This week the AI chipmaker — sorry, AI factory maker — reported a quarter that once again crushed forecasts, even if investors kind of yawned. But hey, it’s already valued at $5.3 trillion, so it’s doing OK. And it’s got a lot more potential, if you can believe it — not just in agentic AI, which looks to supercharge demand even more, but not too far in the future, in physical AI such as robots.
Dell Technologies isn’t doing half-bad either — we’ll find out more precisely when it reports earnings next week. But at its annual Dell Tech World conference this week, founder and CEO Michael Dell made the case at his keynote and in an interview with theCUBE’s John Furrier that his company is well-positioned for a world in which “intelligence is becoming infrastructure.” As analyst Zeus Kerravala put it, Dell is moving the conversation from chatbots and copilots to the underlying systems enterprises need to make AI happen.
Google has no intention of bringing up the rear in AI, having already roared back from also-ran status a year ago to join OpenAI, Anthropic and Microsoft among the mindshare leaders. This week at its I/O conference for developers, it pressed that advantage — perhaps a little too hard (see below the sorta cringy hat it gave I/O attendees). Google’s aiming to one-up chatbots by infusing AI into just about all its services, such as a new Ask YouTube feature on that site, and even hardware such as its coming AI glasses, in particular the Project Aura, which Google Deep Mind CEO Demis Hassabis says can send AI “out into the real world.” Check out all our coverage below.
Whether we’re ready for all that is another question. Did the search experience need to be transformed? Maybe, but not everyone’s thrilled about how it’s turning out. As Cautious Optimism’s Alex Wilhelm summed up some folks misgivings, noting that AI chats are likely to result in less traffic to websites and publishers that feed its AI: “Search is now in Google’s past, Google Cloud is its present, and the company wants AI to be its future. Fine, but it stings a little to see one of the Internet’s most useful tools get enshittified and then murdered.”
Meantime, the anti-AI drumbeat seems to be getting louder. University of Arizona students jeered former Google CEO Eric Schmidt when he mentioned AI, the third such example of people pushing back on AI. Perhaps they need to hire Steve Wozniak for better messaging.
And it’s understandable why. Even AI companies say white-collar and other jobs are in the crosshairs, and who besides corporations really wants that? Meta laid off 8,000 people this week, partly to invest more in AI. Intuit did a big layoff too, and though it didn’t blame AI, it’s clear that AI is threatening software companies such as Intuit.
Another big earnings week is coming, with implications for the impact of AI, including reports from Salesforce, Snowflake, Dell, HP and many more. No big events next week, as we rest up for key conferences next month from Microsoft, Snowflake and Databricks, as well as Computex in Taipei.
And as a frame for the Snowflake and Databricks conference, don’t miss theCUBE Research’s latest Breaking Analysis, added Saturday, that analyzes how AI stacks are rewriting the rules of business.
Here’s all of this week’s enterprise and emerging tech news and analysis from SiliconANGLE and beyond:
Late addition Saturday: How AI stacks are rewriting the rules of business
Eric Schmidt booed during commencement speech over AI remarks AI leaders need to start reading the room: We don’t all want to be steamrolled by AI.
Book on truth in the age of AI contains quotes made up by AI (per the New York Times) Yeesh.
And in the same vein: ‘Obvious markers of AI’: Doubts raised over winner of short story prize (per The Guardian)
Tribal AI lands $10M in seed funding to bring metadata-native agents to the enterprise
Voker raises $2.2M to help teams understand how AI agents perform in the wild
Trump delays AI executive order after tech industry pushback
California to explore possible subsidies for companies that don’t replace workers with AI
Federal jury rules against Elon Musk in closely watched OpenAI trial
At Google I/O, it was all about AI and especially agents, as our extensive coverage reveals:
With Gemini 3.5 Flash and Omni, Google targets AI agents and video generation
Google reimagines search with AI agents and generative interfaces
Gemini Spark is Google’s always-on AI agent for daily digital tasks
Google whips up more AI in Workspace with new voice, image editing and inbox tools
With expanded Antigravity platform, Google accelerates agent-native software development
At I/O, Google expands AI-powered app discovery and Android development tools
Google shows off first intelligent specs running Android XR
Google Flow adds agentic brainstorming, more precise editing tools and sharing features
Google’s Universal Cart embeds AI shopping features in multiple services
And elsewhere:
Workday brings AI agents to IT service management and travel
Redis debuts the much-needed memory layer for enterprise AI agents
Informatica expands agentic AI strategy with headless data services and unified agent governance
LaunchDarkly launches runtime control layer for the agentic AI era
Exclusive: Juicebox autonomous recruiting agents help source candidates proactively
DataDome debuts Priority Protect, a virtual waiting room built for AI shopping agents
Riverbed adds agentic AI, session replay and AI observability to Aternity platform
Nvidia almost doubles its data center revenue as it powers to another solid earnings beat And analysis from Zeus Kerravala: Five takeaways from Nvidia’s earnings, and what they mean for the AI industry
So much for the SaaSpocalypse:
Strong demand for agentic AI offerings helps Workday beat expectations and boost its stock price
Zoom raises outlook and authorizes $1B in buybacks after first-quarter beat
Google, Blackstone launch AI infrastructure joint venture
AMD to invest $10B+ in Taiwan’s chip industry
Serverless AI infrastructure startup Modal Labs seals $355M funding round
Armada raises $230M at $2B valuation to build portable AI data centers
CircuitHub raises $28M to scale electronics production in days rather than months
Coverage from Dell Technologies World:
Dell overhauls data center portfolio with AI-focused storage, servers and cyber resilience tools
As AI brings enterprise data to life, Michael Dell says executives need courage to meet the moment
Five takeaways from Michael Dell’s keynote at Dell Technologies World 2026
Forward launches Predict to verify network changes before they reach production And analysis from Zeus Kerravala: Move fast, break nothing: How Forward Predict brings CI/CD discipline to networking
Google urges DC Circuit to overturn search monopoly remedies
GitHub confirms breach of 3,800 internal repos after employee installs poisoned VS Code extension
Forcepoint details TeamPCP supply chain attack that turned LiteLLM into a credential stealer
Everpure pitches storage as the last line of cyber defense in the AI era
Bugcrowd launches reinforcement learning environments to train AI on real software vulnerabilities
Versa applies zero-trust controls to AI agent actions with new MCP architecture
Sola Security launches Lumina to cut enterprise security alert noise with contextual AI
Terra Security unifies web, AI and network testing under one agentic platform
Darwinium pushes mobile fraud detection beyond the login moment
1Password extends OpenAI collaboration with Codex MCP server for just-in-time credential access
Tenable adds multistep reasoning and MCP support to Hexa AI agent
Zscaler acquires Symmetry Systems to extend its AI agent security capabilities
Code security startup Socket raises $60M in funding
Infrawatch raises $3M to build an infrastructure intelligence platform for cybersecurity
US issues $2B+ in grants to IBM, others for quantum computing initiatives
Blockchain.com files confidentially for US IPO amid growing crypto listings
Smart ring maker Oura files confidentially for US initial public offering
August Robotics lands $30M to automate precision construction with robots
Meta shifted 7,000 employees into four new AI units ahead of mass layoffs.
Intuit cut 17% of its staff to focus on AI but refused to blame AI.
AWS veteran Matt Wood is returning after short PwC stint to become chief AI and technology officer.
Modern AI pioneer and OpenAI co-founder Andrej Karpathy has joined Anthropic to help launch a new team focused on using Claude itself to accelerate pretraining research.
Cybersecurity asset management firm Axonius moved President and interim CEO Joe Diamond to CEO.
Apple device management firm Jamf named Chief Technology Officer Beth Tschida CEO, succeeding John Strosahl.
Product intelligence firm Pendo appointed Zain Lakhani chief AI officer to lead agentic AI product development.
Longtime Microsoft exec and Copilot leader Yusuf Mehdi plans to leave after one last year
June 1-4: Snowflake Summit, San Francisco: SiliconANGLE will be onsite with news and analysis.
June 2-3: Microsoft Build, San Francisco and online. SiliconANGLE will have news and analysis.
June 2-5: Computex, Taipei.
June 15-18: Databricks’ Data+AI Summit, San Francisco: SiliconANGLE will be onsite with news and analysis.
Tuesday, May 26: Box, Zscaler
Wednesday, May 27: Snowflake, Salesforce, Nutanix, HP, Everpure, Marvell Semi, Synopsys
Thursday, May 28: Dell, NetApp, UiPath, MongoDB, Autodesk, Okta, Sentinel, PagerDuty, Asana, Elastic
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About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
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