Enterprise Agentic AI Consolidation and Public Market Moves

Yellow.ai goes public via SPAC at $550M, while Databricks acquires Panther Labs (AI SOC), Anthropic acquires Stainless (SDK infrastructure), Zenity raises Series C on 'agent is the new perimeter' thesis, and HCLTech completes HPE Telco acquisition for AI-driven telecom—signaling deepening vertical integration.