What happened
Multiple major tech companies from the MANGOS group (Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX) are entering public markets in the same window, marking a shift away from the FAANG dominance of the past decade.
Why it matters
This concentrated IPO activity represents a stress test for investors, valuations, and expectations around what a public tech company should deliver in 2026—a moment that signals where capital and confidence are flowing in the AI and infrastructure sectors.
What to watch
A $920 million（約1500億円）-per-month compute deal between Google and SpaceX underscores the competition for AI infrastructure leadership, and Waymo's use of Apple's abandoned self-driving technology as a proving ground shows how abandoned projects are being repurposed in the market.
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