Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO Filing

The Information’s Aaron Holmes breaks down exclusive reporting on Anthropic’s early talks with Microsoft to deploy its custom Maya 200 AI inference chips as part of an infrastructure diversification strategy. We also talk with HSBC’s Frank Lee about Nvidia’s blockbusting quarterly earnings, data center revenue reclassification, and surging optical supply chain demand. Lastly, we get into SpaceX’s historic S-1 IPO filing and Starlink margins with Gerber Kawasaki CEO Ross Gerber, and the White House's postponed AI clearance executive order with Politics Reporter Leo Schwartz. Articles discussed on this episode:  https://www.theinformation.com/articles/spacex-reveals-40-billion-anthropic-deal-catch https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips https://www.theinformation.com/briefings/white-house-delays-ai-executive-order-event https://www.theinformation.com/newsletters/the-briefing/nvidias-blowout-spacexs-blue-sky-ambitions Subscribe:  YouTube: https://www.youtube.com/@theinformation  The Information: https://www.theinformation.com/subscribe_h Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/ Chapters: 00:00 - Introduction 01:13 - Anthropic Explores Microsoft Maya 200 Chip Deal 08:44 - Nvidia Reclassifies Data Center Revenue After Blowout Q1 19:19 - Inside SpaceX’s Historic S-1 IPO Filing 33:20 - White House Postpones Frontier AI Review Order