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 20% over the $135 asking price Friday morning, giving the company a valuation of almost $2 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.

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

Neura Robotics to raise up to $1.4B from Nvidia-backed consortium

Nvidia partners with South Korea’s SK hynix, Naver and Doosan to expand the country’s AI infrastructure

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

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