AI's biggest week just got even bigger

AI is no longer just about models. In the last 48 hours, the story turned into IPOs, enterprise distribution, agent payments, and infrastructure at scale. Here are the must-know moves shaping the next phase of AI ^[2][25].

SpaceX began trading on Nasdaq as SPCX at a fixed $135 IPO price, aiming to raise about $75 billion at roughly a $1.75 trillion valuation. If the first-day demand holds, this could reshape how megacap listings are priced ^[2].

OpenAI just made enterprise AI easier to buy: OCI customers can use existing Oracle Universal Credits for OpenAI models and Codex. That removes one of the biggest blockers in AI adoption, procurement friction ^[1][2].

Anthropic is now in IPO mode too. It confidentially filed an S-1, says run-rate revenue hit $47 billion in May, and expects its first profitable quarter in Q2 2026. The AI public-market race is officially on ^[1][2].

Google says Gemini 3.5 is its newest frontier agent model, built for agentic coding, long-horizon tasks, and multimodal work. DeepMind’s site also points to Gemini 3.5 Flash, with enterprise pilots already underway ^[18][19][9].

Agentic commerce is arriving fast: OpenAI acquired Ona to give Codex a persistent cloud workspace, and Visa partnered with OpenAI so agents can make purchases within user rules. The next AI battle may be who controls the transaction ^[2].