
Anthropic and SpaceX have agreed to a $40 billion revenue deal, with SpaceX's xAI unit paying $1.25 billion monthly for 300 megawatts of compute. Elon Musk emphasized his support for Anthropic, calling it a competitor and a leader in AI, while noting he avoids aggressive tactics against rivals. The partnership may provide SpaceX with insights into Anthropic's operations, but it is unclear what will happen next with the three-year contract.
Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

The tech giant has considered a nine-figure budget for the payments, according to the WSJ.
