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Top stories today:
- SpaceX signs Colossus 1 compute deal with Anthropic
- U.S., China said to weigh recurring AI security talks led by Bessent
- Murati says Altman lied on AI safety as Zilis defends OpenAI board role
- Moonshot raises ~$2B at $20B+ valuation as ARR tops $200M
- Arm Q4 revenue +20%, AGI CPU demand seen driving 2x+ sales
- Snap Q1 revenue +12% YoY to $1.5B, exits $400M Perplexity deal
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
1. SpaceX signs Colossus 1 compute deal with Anthropic, discusses orbital AI capacity
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300MW+ of new capacity and 220K+ NVIDIA GPUs to be available to Anthropic āwithin the month,ā per the deal,
Anthropic also expressed interest in developing multiple gigawatts of orbital AI compute with SpaceX.
Claude Code peak-hour limits removed for Pro and Max users.
Higher API rate limits introduced for Opus models.
Elon Musk also announced dissolving xAI into āSpaceXAIā
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3. U.S., China said to weigh recurring AI security talks led by Bessent
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AI discussions for the May 14-15 Trump-Xi summit in Beijing are reportedly under consideration.
China has yet to designate a counterpart.
Vice Finance Minister Liao Min has been involved in talks with Washington on establishing the dialogue.
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5. Murati says Altman lied on AI safety as Zilis defends OpenAI board role
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