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:

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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