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Top stories today:
- White House delays AI cybersecurity EO after objections from Trump
- OpenAI said to generate $5.7B in Q1 revenue as ChatGPT growth stalls
- Anthropic said to explore Microsoft chip-powered servers
- Quantum computing firms set for $2B U.S. grants package
- Cursor reaches $3B annualized revenue with 3K+ $100K customers
0. Data and calendar
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Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. White House delays AI cybersecurity EO after objections from Trump
Major tech, AI, and cyber CEOs were invited to the EO signing ceremony on Thu.
āI really thought that could have been a blocker and I want to make sure that itās not,ā Trump said.
Trump reportedly spoke with Mark Zuckerberg, Elon Musk, and David Sacks before the delay.
Pre-release AI model reviews would slow innovation and hurt the U.S. against China, Sacks reportedly told Trump.
Last-minute calls with tech executives helped persuade Trump not to sign the order.
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3. OpenAI said to generate $5.7B in Q1 revenue as ChatGPT growth stalls
55M paying ChatGPT consumer subscribers in Q1:
OpenAIās weekly active users have accelerated since Q1 on demand for GPT-5.5 and ChatGPT Images 2.0.
For Q1, OpenAI was still ahead of Anthropic (~$4.7B).
Anthropic has since crossed OpenAI, at $45B ARR vs $30B.
Anthropic has also projected ~$11B in Q2 revenue, along with ~$600M operating profit.
OpenAI posted a -122% adjusted operating income margin in Q1, according to reported investor talks.
OpenAI is targeting 1B weekly active ChatGPT users by end-2026, though employees were warned to expect ārough vibesā as Google gained ground with Gemini.
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5. Anthropic said to explore Microsoft chip-powered servers as Azure usage for Claude rises
Anthropic would become the first major AI player to use Microsoftās chips:
