AI Labs
Anthropic Valued at $900B — The Fastest Climb in Tech History
$900B+
May 2026 valuation — up from $380B in Feb
Feb 2026 → May 2026 (+137%)
Sequoia
Dragoneer
Greenoaks
Altimeter
Compute commitments through 2027: AWS + Google Cloud
SpaceX IPO
SpaceX IPO: 70% Odds for June, $1.75–2T Target
$1.75T
Low-end valuation target — could raise $50B+
Polymarket odds — via Reuters, CryptoBriefing
Insane flight rate • Starship milestones • AI data centers in space
VC Markets
Q1 2026 Shatters Funding Records — AI Takes 1/3 of All Capital
33%
of all VC deal volume — AI-native companies
80%+ US participation
$100M+ mega-rounds
Record quarter — strongest since Q2 2022
Seed holding premium
Series A milestone $50M+
Google I/O 2026
Gemini 3.5 Flash Ships Now — Spark Agent, Omni Multimodal Debut
Gemini 3.5 Flash — available NOW
Gemini Spark — personalized agent, proactive memory
Gemini Omni — first Omni model, multimodal today
Samsung Glasses — display-free, fall 2026
Gemini 3.5 Pro — arriving next month
Android XR
Code Mender
Neural Expressive UI
AI Infrastructure
Blackstone + Google: $5B TPU Cloud JV to Power 500MW by 2027
$5B
initial equity from Blackstone
500MW targeted capacity by 2027
TPU vs. NVIDIA GPU clouds — Google's differentiator
CoreWeave competitor
TPU-native
Majority Blackstone
Institutional capital sees AI infra as utility play