Forge Daily — 2026-05-30

Lead Story

Anthropic's $900B Moment: From $380B in Feb to $900B in Apr — IPO in October. KPMG 276K employees now configured on Claude in ~1 hour. Google committed $40B. The enterprise wave is real.

Anthropic Valuation

$900B

Bloomberg · May 22 · 2.4x from Feb

Claude Access

276K

KPMG employees · ~1hr config vs weeks

Q1 2026 AI VC

62.7%

Of all US VC · $300B total

OpenAI API Share

↓ 25%

Down from ~50% in 2023

Claude 4.8 Coding

69.2%

SWE-bench · May 28 launch

DeployCo Raised

$4B+

19 investors · 150 FDEs

Sovereign AI

$20B

Cohere + Aleph Alpha

GitHub Signal

hermes-agent

NousResearch · trending

Market Pulse

OpenAI market share down to ~25% from ~50% in 2023. DeployCo admission: API-only model fails enterprise. KPMG 276K employees now on Claude. Q1 2026 VC: $300B into AI (62.7% of all US VC).

GitHub Signals

NousResearch/hermes-agent trending. LangChain, awesome-mcp-servers, opencode, OpenHands (60.5k★) lead coding agent repos. Emergent: agent skills curation.

Enterprise Wave

Anthropic + PwC/Deloitte/KPMG = ~1.1M professionals with Claude access by Sep 2026. Claude Opus 4.8 (May 28): 4x less likely to let bad code slide. Anthropic $900B valuation.