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:

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Anthropic in Talks to Use Microsoft AI Chips, Biggest Reveals in SpaceX IPO Filing is an episode from The Information's 411 by The Information.

This episode is 00:40:46 long.

This episode was published on May 21, 2026.

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