From Alphabet's $80 billion stock sale to fund AI compute to Uber capping employee AI spending after blowing its annual budget, the last two weeks shows agentic AI is scaling at unprecedented speed while confronting real cost constraints.
Here's your biweekly recap of everything that happened in the space, in the latest edition of AI Agents Pulse:
1️⃣ Alphabet plans to sell $80 billion in stock, including a $10 billion investment from Berkshire Hathaway, to fund AI compute infrastructure amid unprecedented customer demand.
cnbc.com/2026/06/01/alphabet…
2️⃣ President Trump signs an executive order creating a voluntary framework for AI companies to share frontier models with the federal government for pre-release review.
theverge.com/policy/941775/t…
3️⃣ HPE closes up 19% after a blowout earnings beat, with AI server revenue hitting $5.45 billion and CEO Antonio Neri citing agentic AI as a key driver of demand acceleration.
cnbc.com/2026/06/02/hpe-stoc…
4️⃣ Palo Alto Networks beats Q3 estimates as AI threats drive demand, with revenue growing 31% to $3.00 billion and CEO warning of increased cybersecurity urgency.
cnbc.com/2026/06/02/palo-alt…
5️⃣ OpenAI launches new Codex plugins for non-developers, who now make up 20% of its 5 million weekly users and are growing 3x faster than developers.
openai.com/index/codex-for-e…
6️⃣ NVIDIA opens up NemoClaw, a blueprint for building autonomous AI engineers, with Cadence using it to cut RTL verification time from weeks to hours.
blogs.nvidia.com/blog/indust…
7️⃣ Anthropic scales Project Glasswing to 150 partners in 15 countries, using the Claude Mythos model to hunt critical software flaws and finding over 10,000 vulnerabilities.
the-decoder.com/anthropic-sc…
8️⃣ Goldman Sachs CEO David Solomon says markets are in 'greed' mode and can handle upcoming AI IPOs, pointing to Alphabet's $80 billion stock sale as a positive signal.
cnbc.com/2026/06/02/goldman-…
9️⃣ Uber caps employee AI spending at $1,500 per month per tool after burning through its entire annual AI budget in just four months.
techcrunch.com/2026/06/02/ub…
🔟 Google's Phone app gains a feature that flags AI impersonation scam calls, using RCS silent confirmation to verify caller identity.
theverge.com/tech/941517/goo…
1️⃣1️⃣ Director Martin Scorsese joins Black Forest Labs as a partner and adviser, using its AI image generation solely for storyboarding.
techcrunch.com/2026/06/02/ma…
1️⃣2️⃣ ZeroDrift raises $10 million to build an AI compliance service that sits between models and end users, deterministically flagging and rewriting non-compliant messages.
techcrunch.com/2026/06/02/ze…