TechCrunch
Sundar Pichai faces boos, walkout at Stanford graduation ceremony over Google’s Israel, ICE ties
Google CEO Sundar Pichai was met with boos and a student walkout during his commencement address at Stanford University, as graduates protested the company's contracts with the Israeli military and U.S. Immigration and Customs Enforcement. The demonstrations reflect growing unrest among tech workers and young professionals over the role of AI in government and defense applications. For Pichai, the disruption underscores an increasingly uncomfortable reality: Google's expanding public-sector ambitions are becoming a serious liability with the next generation of talent it needs to recruit.
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The Verge
SpaceX is officially buying Cursor for $60 billion
SpaceX is acquiring AI coding platform Cursor for $60 billion, doubling down on enterprise software just days after its landmark IPO. The deal, which had been telegraphed by an unusual April agreement that included a $10 billion breakup fee, signals Elon Musk's ambition to compete directly with Anthropic and OpenAI in the high-value business AI market. For SpaceX, landing enterprise customers through a dominant coding tool could prove as strategically important as any rocket contract.
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SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO
SpaceX is acquiring AI coding tool Cursor in a $60 billion all-stock deal, just days after its high-profile public offering. The move is a lifeline for SpaceX's underperforming AI division, which has struggled to gain traction in an increasingly crowded market. The company has pitched investors on a $26 trillion AI addressable market, and the Cursor deal signals it intends to compete aggressively for that opportunity.
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The Verge
Inside the fight over Claude Mythos 5
Anthropic faced an extraordinary government intervention last weekend when the Trump administration issued an export control directive ordering the company to suspend access to its Mythos 5 and Fable 5 models for all foreign nationals — including its own employees. The directive arrived Friday evening, forcing the company to weigh compliance against the operational reality of a workforce that could not simply be carved along national lines. The standoff marks one of the most direct collisions yet between federal AI export policy and the day-to-day functioning of a major AI lab.
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Microsoft turns to AWS as GitHub faces AI capacity crunch
Microsoft is quietly routing GitHub's AI workloads through Amazon Web Services as demand for Copilot and related features outpaces what Azure can currently supply. The move is a striking admission that even one of the world's largest cloud providers can struggle to keep pace with the infrastructure appetite of its own AI products. For an industry watching the hyperscalers jostle for dominance, it signals that capacity constraints — not strategy — are increasingly calling the shots.
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