TechCrunch says the IPO market is active again, but the leading names are no longer the classic FAANG companies. The episode centers on MANGOS: Meta or Microsoft, Anthropic, Nvidia, Google, OpenAI, and SpaceX. With several of these companies approaching public markets in the same window, Equity’s hosts discuss what that means for valuations, investors, and expectations for public tech companies in 2026.
INSIDE summarizes a United Nations University report arguing that AI’s environmental cost cannot be measured by carbon alone. The report projects AI-supporting data centers could use 945 TWh of electricity annually by 2030, while cooling water demand may exceed the annual drinking-water needs of 1.3 billion people. It also says inference dominates lifecycle energy use and that concentrated cloud infrastructure deepens global inequality.