SpaceX’s IPO filing says its orbital data centres may never work. Three months ago, Musk called them a no-brainer.
SpaceX’s IPO filing says its orbital data centres may never work. Three months ago, Musk called them a no-brainer.

Summary: SpaceX’s confidential S-1 pre-IPO filing warns that its orbital AI data centre plans “involve significant technical complexity and unproven technologies, and may not achieve commercial viability,” contradicting Elon Musk’s January claim at Dav…

VAST Data’s $30 billion valuation is a bet that the data layer is the real bottleneck in AI
VAST Data’s $30 billion valuation is a bet that the data layer is the real bottleneck in AI

Summary: VAST Data raised $1 billion in a Series F at a $30 billion valuation, more than tripling from $9.1 billion, with Drive Capital and Access Industries co-leading and Nvidia, Fidelity, and NEA participating. More than $500 million is secondary ca…

Google wants Chrome to be your AI colleague, and it is betting 3.8 billion users agree
Google wants Chrome to be your AI colleague, and it is betting 3.8 billion users agree

Summary: Google announced at Cloud Next 2026 that Chrome is becoming an agentic workplace platform with Auto Browse (autonomous multi-step task completion), Chrome Skills (saveable AI workflows), a persistent Gemini side panel integrated with Workspace…

BMW’s i7 gets Rimac batteries, rare-earth-free motors, and drops Level 3 driving
BMW’s i7 gets Rimac batteries, rare-earth-free motors, and drops Level 3 driving

Summary:BMW revealed the facelifted 2027 i7 simultaneously at Grand Central Terminal and Auto China with Gen6 cylindrical cells from Rimac, rare-earth-free motors with SiC inverters, and 250 kW charging. The i7 60 xDrive targets 350-plus miles EPA and …

Mozilla patched 271 Firefox bugs found by Anthropic’s Mythos, and says the zero-day era has an expiration date
Mozilla patched 271 Firefox bugs found by Anthropic’s Mythos, and says the zero-day era has an expiration date

Summary: Mozilla released Firefox 150 with fixes for 271 security vulnerabilities identified by Anthropic’s Claude Mythos Preview, an unreleased frontier AI model distributed under the restricted Project Glasswing programme. The collaboration began wit…

Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager
Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager

Summary: Sundar Pichai opened Cloud Next 2026 with Google Cloud at $70 billion in annual revenue, 48% growth, a $240 billion backlog that doubled in a year, and $175-185 billion in planned capital expenditure. The Gemini app has 750 million monthly use…

Google puts $750 million behind the consultants it needs to close the cloud gap
Google puts $750 million behind the consultants it needs to close the cloud gap

Summary: Google announced a $750 million fund at Cloud Next 2026 to finance partners’ agentic AI development, the largest single partner investment from any hyperscaler. Accenture has built 450+ agents, Deloitte committed its “largest investment yet,” …

Google just launched its agentic enterprise play, and it runs from chip to inbox
Google just launched its agentic enterprise play, and it runs from chip to inbox

Summary: Google rebranded and consolidated its AI platform at Cloud Next 2026, renaming Vertex AI to the Gemini Enterprise Agent Platform and absorbing Agentspace into a unified Gemini Enterprise product. The announcements include Workspace Studio (no-…

Google splits its next TPU in two, and the AI chip war just became a design philosophy fight
Google splits its next TPU in two, and the AI chip war just became a design philosophy fight

Summary: Google made Ironwood, its seventh-generation TPU, generally available at Cloud Next 2026 while previewing its eighth-generation architecture: TPU 8t (Sunfish), a Broadcom-designed training chip, and TPU 8i (Zebrafish), a MediaTek-designed infe…

SpaceX secures option to buy AI coding startup Cursor for $60B
SpaceX secures option to buy AI coding startup Cursor for $60B

SpaceX announced the deal on X, pre-empting a New York Times report that framed it as a completed acquisition. The structure gives SpaceX optionality: exercise the call by year end or walk away having paid $10B for shared compute access and joint model…