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CompaniesMay 29, 2026

Micron Sells Out Its Entire 2026 Memory: HBM Booked Solid as the AI Crunch Mints a New Chip Giant

Micron’s entire 2026 high-bandwidth memory output is now spoken for, locked up under binding contracts before the year is half over. Record quarterly revenue near $24 billion at roughly 75% gross margin, a ~$200 billion capacity build-out, and a stock up about 150% this year to ~$795 have turned the one-time commodity DRAM maker into something the market now treats as scarce AI infrastructure — the memory bottleneck sitting right next to every AI accelerator.

Micron / Reuters

CompaniesMay 29, 2026

AI Insurance Startup Corgi Hits $2.6B in New $106M Round

Corgi, a full-stack, AI-native commercial insurance startup, has raised a $106 million Series B1 at a $2.6 billion valuation — double the $1.3 billion it was worth in a $160 million Series B closed just three weeks earlier. Founded in 2024 by Emily Yuan and Nico Laqua, Corgi has now raised $378 million in total and underwrites the kind of AI-related risks that legacy insurers often exclude, for customers including Deel and Artisan.

TechCrunch / PR Newswire

CompaniesMay 28, 2026

Visa Takes a Stake in Replit and Wires Intelligent Commerce Into Vibe-Coded Agents

On May 28, Visa announced a strategic investment in Replit and is integrating Visa Intelligent Commerce — plus its Trusted Agent Protocol registry — directly into the platform, so AI agents and apps vibe-coded on Replit can initiate verified card transactions over Visa’s network. Replit also opened self-serve enterprise contracts up to $200,000 and named Accenture, Slalom and Hexaware as founding Solution Partners.

TechCrunch / Replit / Visa

CompaniesMay 27, 2026

SpaceX Sets Terms for the Largest IPO Ever: ~$1.75T Valuation, Up to $75B, Trading June 12 as SPCX

SpaceX has locked in the schedule for what would be the biggest IPO in history: an investor roadshow opening June 4, pricing on June 11 and a Nasdaq debut on June 12 under the ticker SPCX, targeting a valuation around $1.75 trillion and a raise of up to $75 billion. That would dwarf Saudi Aramco's $35.4 billion record — and the prospectus is also where the AI world learned SpaceX is renting Anthropic $1.25 billion of compute a month.

SpaceX S-1 / CNBC

CompaniesMay 27, 2026

Anthropic in Talks to Run Claude on Microsoft's Maia 200, Adding a Fourth Silicon Vendor

Anthropic is in early-stage talks to rent Azure servers powered by Microsoft's homegrown Maia 200 accelerator, according to reports first surfaced on May 21. Nothing is signed, but if it closes, Anthropic would become the first major external customer for Microsoft's custom silicon — and would add a fourth chip platform on top of AWS Trainium, Google TPUs and Nvidia GPUs.

WSJ / CNBC

CompaniesMay 26, 2026

TeamPCP Hackers Put 450 Mistral AI Repos and 5GB of Source Code Up for Sale at $25,000

The same supply chain crew that hit TanStack and rotated OpenAI’s code signing certificates is now auctioning what it says is nearly 450 internal Mistral AI repositories — training, fine-tuning, benchmarking, model delivery and inference code — with a one-week deadline before a free dump on hacker forums. Mistral confirms a breach, says its hosted services and user data were not touched.

BleepingComputer / TechRadar

CompaniesMay 25, 2026

Japan's Megabanks Get Anthropic's Claude Mythos After US Treasury Brokers Sovereign Access

Finance Minister Satsuki Katayama said Friday that Japan will receive Mythos within two weeks — making it the first foreign government cleared for Anthropic's most capable vulnerability-finding AI.

Japan Today

CompaniesMay 24, 2026

Anthropic Co-Founder Jack Clark: AI Wins a Nobel Within a Year — And Could Still Kill Everyone

In an Oxford lecture on May 21, Anthropic co-founder Jack Clark predicted an AI-assisted Nobel within 12 months, bipedal robots in two years, and AI-run companies generating millions inside 18 — while warning the existential risk has not gone away.

Anthropic / Oxford Institute for Ethics in AI

CompaniesMay 23, 2026

OpenAI Files Confidential S-1 With the SEC, Targeting a September IPO at Up to $1 Trillion

OpenAI quietly handed Goldman Sachs and Morgan Stanley a draft prospectus on May 22, setting up a Q4 listing at a valuation between $852 billion and $1 trillion — even as the company lost $1.22 for every dollar it earned in Q1.

Fortune

CompaniesMay 21, 2026

Nvidia Splits Data Center Reporting Into Hyperscalers and a New ACIE Bucket to Calm Investor Nerves

Jensen Huang is separating Meta, Amazon, Google, Microsoft, and Oracle revenue from everything else — a reporting change that lets Nvidia show off 31% growth in the half of the business not tied to the $725B Big Tech capex boom.

Gizmodo

CompaniesMay 21, 2026

Brett Adcock's AI Hardware Startup Hark Closes $700M Series A at a $6B Valuation

The Figure.AI and Archer founder's third hard-tech company quietly raised one of the largest consumer AI Series A rounds ever, with Nvidia, AMD, Intel, and Qualcomm all on the cap table.

TechCrunch

CompaniesMay 21, 2026

Anthropic Locks In $1.25B a Month on SpaceX's Colossus and Hits Profit Two Years Early

A $15B-a-year compute pact and a projected $10.9B Q2 revenue mark Anthropic first profitable quarter, two years ahead of plan.

Axios

CompaniesMay 21, 2026

Jury Throws Out Elon Musk's Lawsuit Against OpenAI in Under Two Hours

A nine-person California jury unanimously dismissed every claim in Musk vs. OpenAI on statute-of-limitations grounds — and the judge agreed, tossing the case that had hung over OpenAI for two years.

CNN Business

CompaniesMay 20, 2026

SpaceX Lines Up a $60B Cursor Buyout for 30 Days After Its June 12 IPO

Bloomberg reported on May 19 that SpaceX intends to close a $60 billion acquisition of AI coding startup Cursor approximately 30 days after its June 12 listing — with a $10 billion breakup fee on the table if the deal collapses.

Bloomberg

CompaniesMay 20, 2026

OpenAI Co-Founder Andrej Karpathy Joins Anthropic to Use Claude on Claude

Andrej Karpathy started at Anthropic this week, building a new team inside the pre-training group that will use Claude itself to speed up the most expensive phase of frontier model development.

TechCrunch

CompaniesMay 20, 2026

Anthropic Buys Stainless for ~$300M, Pulling SDK Plumbing Out From Under OpenAI and Google

Anthropic's first big tooling acquisition absorbs the dev-tools startup that quietly generated official SDKs for OpenAI, Google, Cloudflare, and Anthropic itself — and shuts the hosted product down.

TechCrunch

CompaniesMay 19, 2026

Anthropic Eyes $30B at a $900B Valuation Just Months After Its Record Series G

The Claude maker is in talks to nearly triple its February valuation as annualized revenue hits $14B and Claude Code alone clears $2.5B.

Bloomberg

CompaniesMay 19, 2026

Decart Raises $300M With NVIDIA Backing for Real-Time World Models on Amazon's AI Chips

Israeli world-model startup Decart closed a $300M Series B at a $4B valuation, with NVIDIA, Radical Ventures, and angels including Andrej Karpathy and Michael Eisner backing its push into real-time interactive video.

SiliconANGLE

CompaniesMay 18, 2026

PwC Bets the Office of the CFO on Claude, Pledges to Certify 30,000 on Anthropic Tools

PwC stands up a Claude-native finance business unit and a joint Center of Excellence with Anthropic, rolling Cowork and Claude Code to its global workforce.

Anthropic

CompaniesMay 18, 2026

Mistral Builds Cybersecurity AI for European Banks Cut Off From Anthropic's Mythos

Locked out of Anthropic's limited-access Mythos cyber model, European lenders are talking with Mistral about an on-premises alternative — and OpenAI is circling the same gap.

PYMNTS

CompaniesMay 17, 2026

Runway Hits $5.3B Valuation as the Filmmaker AI Pivots to World Models to Take On Google

Once known for plugging into Hollywood production pipelines, Runway is now spending its $860 million of total funding on world models — systems that simulate reality from observed video — and squaring off directly against Google Veo and Genie.

TechCrunch

CompaniesMay 16, 2026

Richard Socher’s Recursive Superintelligence Exits Stealth With $650M to Build AI That Improves Itself

Backed by GV, Greycroft, Nvidia, and AMD at a $4.65B valuation, the Socher–Rocktäschel lab is betting recursive self-improvement is the fastest path to superintelligence.

SiliconANGLE

CompaniesMay 15, 2026

Anthropic Locks In $30B at a $900B Valuation, Leapfrogging OpenAI in Three Months

Dragoneer, Greenoaks, Sequoia, and Altimeter are co-leading a $30 billion round that nearly triples Anthropic's valuation in 90 days as annualized revenue races past $45 billion.

Financial Times

CompaniesMay 14, 2026

Anduril Hits $61B as Thrive and a16z Lead Record $5B Series H for Autonomous Defense

Palmer Luckey's defense tech firm doubled its valuation in less than a year, capping a defense funding surge that has poured nearly $13.6 billion into the sector since January.

TechCrunch