Nvidia has reportedly committed more than $40 billion to AI equity investments in 2026, highlighting how AI infrastructure, customers, and capital are becoming intertwined.
Anthropic says a new SpaceX compute partnership will increase Claude capacity and raise usage limits for Claude Code, Claude API and paid Claude plans.
SAP plans to buy German AI startup Prior Labs and invest heavily in it, while tightening which AI agents can operate inside its customer environments.
Parallel Web Systems, the AI agent-tool startup founded by former Twitter CEO Parag Agrawal, reportedly reached a $2 billion valuation after a new $100 million raise.
Google Cloud surpassed $20 billion in quarterly revenue, with AI demand strong enough that capacity constraints reportedly limited even faster growth.