Anthropic

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AI Agenda

Cursor Sees Opening as GitHub Flounders

By Rocket Drew · May 21, 2026 7:10am PDT · 1 comment
Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other snags, Jay Parikh, who oversees the software-project management platform, recently warned deputies that coding tools from Cursor and Anthropic could eventually make GitHub obsolete, my colleague Aaron wrote this week.Parikh was right to be worried.... Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other...
Nvidia CEO Jensen Huang. Ian Maule/Bloomberg/Getty.
The Briefing

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

By Martin Peers · May 20, 2026 5:00pm PDT
Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of... Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth...
Photo by Ethan Swope/Getty Images.

The 7 Biggest Reveals in SpaceX’s IPO Filing

By Cory Weinberg and Theo Wayt · May 20, 2026 3:38pm PDT · 1 comment
SpaceX’s long-awaited public offering paperwork revealed fresh details about its unlikely partnership with Anthropic that are representative of the overall IPO story for Elon Musk’s company: Enormous potential, with risks everywhere. The company said Anthropic agreed to pay SpaceX $1.25 billion per month to rent capacity from both of its... SpaceX’s long-awaited public offering paperwork revealed fresh details about its unlikely...
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Exclusive

Anthropic Is in Talks to Use Microsoft’s AI Chips

By Aaron Holmes and Qianer Liu · May 21, 2026 6:00am PDT
Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, according to two people who spoke to executives involved in the discussion. Winning Anthropic as a customer would be a coup for Microsoft, whose in-house chip design effort ran into delays last... Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks...