Musk leases Colossus to Anthropic, Terafab pegged at $5T, OpenAI suit narrows

Sources

Higher usage limits for Claude and a compute deal with SpaceX anthropic.com

Anthropic raises Claude Code usage limits, credits new deal with SpaceX arstechnica.com

Deal follows others with Microsoft, Amazon, and more.

Anthropic’s Claude Managed Agents can now “dream,” sort of arstechnica.com

Also, 5-hour usage limits will double for Pro and Max users of Claude Code.

Live blog: Code w/ Claude 2026 simonwillison.net

I’m at Anthropic’s Code w/ Claude event today. Here’s my live blog of the morning keynote sessions. Tags: ai , generative-ai , llms , anthropic , claude , claude-code , live-blog

(AINews) Anthropic-SpaceXai’s 300MW/$5B/yr deal for Colossus I, ARR growth is 8000% annualized latent.space

And the kingmaker picks a side.

SpaceX may spend up to $119B on ‘Terafab’ chip factory in Texas techcrunch.com

The project would be a “multi-phase, next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility,” according to the proposal.

Mira Murati tells the court that she couldn’t trust Sam Altman’s words theverge.com

Mira Murati, OpenAI’s former CTO, has testified under oath that CEO Sam Altman lied to her about the safety standards for a new AI model. In a video deposition shown during the ongoing Musk v. Altman trial on Wednesday, Murati said Altman falsely stated that OpenAI’s legal department determined a new AI model did not […]

How Elon Musk left OpenAI, according to Greg Brockman techcrunch.com

Cutthroat negotiations between startup founders are rarely shared so publicly, especially when a company becomes as world-changing as OpenAI.

Musk’s biggest loyalist became his biggest liability theverge.com

I sat down in the Musk v. Altman trial courtroom today, painfully aware that no one was going to ask Shivon Zilis the question on everyone’s minds: Girl, what the fuck are you doing? Zilis, who testified under oath that she is the mother of four of Musk’s children, was… what’s the best way to […]

OpenAI president forced to read his personal diary entries to jury arstechnica.com

Elon Musk argued the journals show the moment when OpenAI abandoned its mission.

DeepSeek could hit $45B valuation from its first investment round techcrunch.com

DeepSeek is targeting a $45 billion valuation in its first-ever funding round, a sharp rerating for the Chinese lab that drew global attention in early 2025 by training a frontier-grade LLM on a fraction of the compute and budget of OpenAI and Anthropic.

Google shuts down Project Mariner theverge.com

Google shut down Project Mariner on May 4th, ending its experimental browser agent that performed multi-step web tasks on a user’s behalf. The landing page now thanks users and notes the underlying technology is being folded into other Google products.

AI boom pushes Samsung to $1T techcrunch.com

Samsung crossed a $1 trillion market cap on surging AI chip demand, becoming only the second Asian company to hit the milestone after TSMC. The rally reflects investor confidence in its HBM memory and foundry pipeline supplying AI accelerators.

Khosla-backed robotics startup Genesis AI has gone full stack, demo shows techcrunch.com

Genesis AI, the Khosla-backed robotics startup that raised a $105 million seed, unveiled its first foundation model GENE-26.5 alongside a demo of dexterous robotic hands performing complex manipulation tasks, signaling a full-stack play spanning model, hardware, and data.

Spooked by Mythos, Trump suddenly realized AI safety testing might be good arstechnica.com

After being rattled by the Mythos incident, Trump reversed course to embrace AI safety testing he had previously dismissed as a Biden-era overreach. Ars surveys experts on what could still go wrong with the administration’s hastily assembled testing regime involving Google DeepMind, Microsoft, and xAI.

How frontier enterprises are building an AI advantage openai.com

OpenAI launched B2B Signals, a research effort tracking how frontier enterprises scale AI adoption, paired with two flagship case studies showing Uber using OpenAI models for driver and rider workflows and Singular Bank deploying ChatGPT and Codex to speed up banker tooling.

Uber uses OpenAI to help people earn smarter and book faster openai.com

Uber uses OpenAI to power AI assistants and voice features that help drivers earn smarter and riders book faster across a global real-time marketplace.

Singular Bank helps bankers move fast with ChatGPT and Codex openai.com

Singular Bank built Singularity, an internal assistant using ChatGPT and Codex to help bankers save 60–90 minutes daily on meeting prep, portfolio analysis, and follow-up.

A blueprint for using AI to strengthen democracy technologyreview.com

MIT Technology Review lays out a framework for deploying AI to reinforce democratic institutions rather than erode them, drawing parallels to how the printing press, telegraph, and broadcast media each rewired governance, and proposing concrete uses in deliberation, administration, and civic participation.

Snap says its $400M deal with Perplexity ‘amicably ended’ techcrunch.com

The deal, announced last November, would have seen Perplexity’s AI search engine integrated directly into Snapchat.

Is xAI a neocloud now? techcrunch.com

xAI’s real business may be more about building data centers than training AI models.

Five architects of the AI economy explain where the wheels are coming off techcrunch.com

Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with TechCrunch about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.

Tinder owner Match Group is slowing hiring to pay for its increased use of AI tools techcrunch.com

Match Group said that it’s slowing its hiring plans for the rest of the year because AI tools “cost a lot of money.”

(AINews) Silicon Valley gets Serious about Services latent.space

A series of announcements line up to a big theme: Services are the next big opportunity.

TSMC taps wind power as AI chip demand soars, Taiwan feels energy crunch arstechnica.com

TSMC backs renewables during record demand for energy-hungry chip manufacturing.

Silicon Valley bets $200M on AI data centers floating in the ocean arstechnica.com

Panthalassa aims to test floating AI computing nodes in the Pacific in 2026.

Google DeepMind partners with EVE Online for AI model testing arstechnica.com

Move comes as CCP Games spends $120M to go independent, rebrands as Fenris Creations.

Chrome’s AI features may be hogging 4GB of your computer storage theverge.com

Google Chrome may be taking up more of your storage than expected thanks to a large on-device AI model file that, in some cases, is being automatically downloaded to the browser’s system folders. Users who have noticed unexplained drops in their available desktop device storage are now discovering that Chrome is installing a 4GB weights.bin […]

Google’s AI search summaries will now quote Reddit theverge.com

Google is updating its AI Search features to make it easier for users to find information from sources they know and trust. One of the more notable changes introduces “a preview of perspectives” from firsthand sources like social media, Reddit, and other web forums, effectively linking your search queries with online conversations around similar topics. […]

Google updates AI search to include quotes from Reddit and other sources techcrunch.com

While citing web forums and discussion boards can help users find answers to more niche queries, this design choice could also prove chaotic.

Apple to pay $250M to settle lawsuit over Siri’s delayed AI features techcrunch.com

Apple has agreed to pay $250 million to settle a class action lawsuit for overpromising the arrival of Siri’s AI features.

Codex is gaining steam bensbites.com

but I wish it had this

How David Sacks crashed and burned in the White House theverge.com

Hello and welcome to Regulator, a newsletter exclusively for Verge subscribers about tech, politics, and Washington intrigue. (It’s basically House of Cards, but for nerds.) Not a subscriber yet? You really should become one, and to save you a Google search, here is the direct link to do so! And do you think I should […]

Barry Diller trusts Sam Altman. But ‘trust is irrelevant’ as AGI nears, he says. techcrunch.com

Barry Diller defended OpenAI CEO Sam Altman, while warning that AGI remains an unpredictable force needing guardrails.

Google is partnering with XPRIZE and Range Media Partners on the $3.5 million Future Vision film competition. blog.google

Google is partnering with XPRIZE and Range Media Partners on the $3.5 million Future Vision film competition.

Microsoft’s Office and LinkedIn chief now runs Teams in latest reshuffle theverge.com

Microsoft’s LinkedIn chief, Ryan Roslansky, took on an expanded role at the company as head of Office last year, and he’s now getting more responsibilities as part of the latest leadership reshuffle inside Microsoft. Sources tell me that the Microsoft Teams organization is moving to report to Roslansky, who will now lead a new Work […]

Introducing ChatGPT Futures: Class of 2026 openai.com

Meet the ChatGPT Futures Class of 2026—26 student innovators using AI to build, research, and drive real-world impact. Discover how this generation is redefining learning, creativity, and opportunity with ChatGPT.

Google Home gets upgraded Gemini voice assistant and new camera controls arstechnica.com

Google’s smart home ecosystem is getting its biggest update since the AI-fueled 2025 revamp.

(AINews) The Other vs The Utility latent.space

a quiet day lets us reflect on the nature of AI “character” in the Clippy vs Anton debate

Ethos raises $22.75M from a16z for its expert network with voice onboarding techcrunch.com

Ethos says it is onboarding 35,000 experts per week.

5 gardening tips you can try right in Search blog.google

An abstract background featuring soft, stippled illustrations of flowers and a butterfly in a bright palette of blue, green, and red. In the center of the image is a white circle containing a magnifying glass.

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References

Seoul Economic Daily (sedaily.com) en.sedaily.com

Musk justified the partnership by claiming his internal ‘evil detector’ was not triggered during meetings with Anthropic’s leadership… he felt comfortable leasing Colossus 1 because xAI had already migrated its own training workloads to the more advanced Colossus 2 facility.

Earthjustice earthjustice.org

The NAACP’s legal challenge demands that the company install the ‘best available control technology’ and pay civil penalties for every day of unpermitted operation; xAI is alleged to have run up to 35 unpermitted methane turbines at Colossus 1, emitting 1,200–2,000 tons of NOx annually.

CBS News cbsnews.com

Defense Secretary Pete Hegseth ordered all federal agencies to cease using Anthropic technology after the company refused to waive ‘red lines’ barring Claude’s use in mass surveillance or autonomous lethal weapons; the Pentagon then onboarded seven other AI vendors—including SpaceX—pointedly excluding Anthropic.

Seeking Alpha (citing SpaceX S-1) seekingalpha.com

SpaceX’s April 22 S-1 warns that orbital AI compute remains in ‘early stages,’ relies on ‘unproven technologies,’ and may never achieve ‘commercial viability’—directly contradicting the joint multi-gigawatt orbital vision Anthropic touted.

Simon Willison live blog simonwillison.net

Dreaming is a scheduled asynchronous job that reviews up to 100 prior sessions to identify recurring mistakes; in one demo an agent that failed a lunar landing task ‘dreamed’ overnight and produced a descent-playbook.md to guide its next attempt—effectively a ‘Ralph loop’ of self-correction, billed at standard API rates and taking tens of minutes per run.

Shanaka Perera, Substack (‘The Great Liquidity Transfer’) shanakaanslemperera.substack.com

Critics describe Anthropic as a ‘load-bearing failson’ whose >$100B Amazon and >$200B Google commitments form a closed loop where investor capital is immediately pledged back to the same providers for compute—a ‘liquidity transfer mechanism’ pumping valuations ahead of IPO rather than reflecting organic demand.

Tom’s Hardware (Bernstein analysis) tomshardware.com

Bernstein analysts estimate that achieving such output would require between 142 and 358 individual fab modules and a total capital investment approaching $5 trillion—far exceeding the currently proposed $119 billion budget

Taipei Times (TSMC CEO C.C. Wei) taipeitimes.com

Wei emphasized that the foundry business has ‘no shortcuts,’ noting that building a new facility requires two to three years of construction followed by another one to two years for a full production ramp

TechSoda Substack (op-ed) techsoda.substack.com

the primary bottleneck for high-end AI accelerators is not front-end foundry capacity (wafer starts), but specifically Chip-on-Wafer-on-Substrate (CoWoS) packaging

Reddit r/texas thread on Grimes County hearing reddit.com

Residents have questioned why a multi-billion-dollar entity led by Elon Musk requires local tax exemptions intended for stimulating growth in low-income areas… officials are moving at ‘light speed’ to approve the abatement without sufficient public oversight

Wccftech (Musk reply to TSMC) wccftech.com

Musk stated that the Terafab project is a necessity because ‘TSMC simply cannot produce the vast quantity of chips needed’… estimated by him to be 50x the world’s current output

Business Insider (hiring/talent) businessinsider.com

Job listings for roles like Module Process Engineers and Yield Engineers in Austin offer base salaries ranging from $88,000 to over $338,000… Central Texas may need 33,000 new semiconductor and advanced manufacturing workers by 2030

Oddschecker (Kalshi prediction markets) oddschecker.com

Prediction odds on Kalshi dropped from 58% to 38% after Judge Gonzalez Rogers dismissed Musk’s fraud claims, narrowing the case to ‘breach of charitable trust’ and ‘unjust enrichment.’

Business Insider — Brockman testimony businessinsider.com

Brockman told the jury that Musk demanded a 51% controlling stake and full CEO authority in 2017 to fund an ambitious $80 billion plan for Mars colonization… Brockman admitted under oath that his personal stake in OpenAI is now valued at approximately $30 billion, despite him having invested zero dollars of his own capital.

Medium analysis of Exhibit 43 (Brockman diary) medium.com

Federal Judge Yvonne Gonzalez Rogers identified Brockman’s journal as a decisive factor in denying OpenAI’s motion for summary judgment… In a late 2017 entry, Brockman wrote that explicitly promising Musk a permanent nonprofit structure while planning a commercial pivot would be ‘a lie.’

CNN/KEYT — pre-trial filing keyt.com

Musk wanted to settle with OpenAI just days before their courtroom showdown, new filing says.

Forbes (Alicia Park) — Toner corroboration forbes.com

Former board member Helen Toner… testified that Altman had previously informed the board that three versions of ChatGPT were safety-approved when only one had undergone the full testing cycle.

Puck News — legal analysis puck.news

Because these are equitable claims, the jury’s role is primarily advisory, leaving the final verdict to the judge… the endorsement of OpenAI’s conversion by the Attorneys General of Delaware and California significantly undermines Musk’s standing to claim a breach of trust.