π§ AI Tech VC | May 5
π§ White House blocking expansion of Anthropic Mythos access due to security concerns
π° SoftBank planning U.S. AI + robotics firm βRozeβ targeting ~$100B IPO valuation
π€ Amazon expanding AI agent systems across hiring, enterprise workflows, and AWS stack
π Anthropic launches 10 new AI agents for financial services (pitchbooks, compliance, ops)
ποΈ Big Tech AI capex accelerating β AWS revenue +28%, heavy infra spend continues
πΌ Anthropic + OpenAI both launching multi-billion enterprise deployment vehicles / PE-backed structures
π§ͺ AI agents becoming core enterprise product layer, especially in finance + operations use cases
π Compute demand surging β OpenAI expected to spend ~$50B on compute in 2026
π§© Enterprises accelerating AI integration via partnerships (Microsoft 365, data providers, banking systems)
π Governments tightening AI involvement β Pentagon deals with Big Tech expand while restricting certain models