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

About this episode

The episode discusses Anthropic's talks with Microsoft regarding AI chips, SpaceX's IPO filing, and Nvidia's earnings.

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…

People in this episode

Host: Aaron Holmes

Guests: Leo Schwartz, Frank Lee, Ross Gerber

Topics covered

• AI chips
• SpaceX IPO
• Nvidia earnings
• data center revenue
• optical supply chain
• AI executive order

Keywords

• Anthropic
• Microsoft
• AI chips
• SpaceX
• Nvidia
• IPO
• executive order

Mentioned in this episode

Organizations: Anthropic, Microsoft, HSBC, Nvidia, SpaceX, Gerber Kawasaki, White House

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