SAP Blocks OpenClaw, Anthropic Talks With UK Chip Startup, Investors to Sell Billions for SpaceX IPO

Enterprise software firms like SAP are escalating the "corporate data wars" by implementing stricter approval processes for external AI agents accessing proprietary data, aiming to protect their walled gardens. Simultaneously, AI leaders such as Anthropic are diversifying compute infrastructure by exploring partnerships with inference-focused startups like Fractal to mitigate reliance on traditional cloud providers. The impending SpaceX IPO forces public market investors to rebalance portfolios, creating a ripple effect that influences how fund managers approach AI-related bets. Venture capitalists, including those at Gradient, view these high-profile exits as critical liquidity events that will enable further investment in technical innovation. As cloud code capabilities disrupt traditional software models, investors are increasingly pivoting toward full-stack AI and hardware-centric solutions, prioritizing technical founders over companies that rely solely on standard SaaS financial metrics.