Google ($GOOGL) reported massive AI demand at its I/O event, projecting monthly tokens processed to grow from 9.7T in 2024 to 3.2Q by 2026, while announcing Gemini Omni, Gemini Spark, and new AI Ultra pricing tiers. Tesla ($TSLA) is reportedly targeting 100 GW of annual solar manufacturing capacity at its Texas site and has seen former AI lead Andrej Karpathy join Anthropic. SpaceX ($SPCX) plans to proceed with a $60 billion acquisition of Cursor following its IPO, while Meta ($META) is reportedly using employee device data to train AI models ahead of scheduled layoffs.