🧠 Signals

IPO, Nasdaq, xAI, Starlink

SpaceX files publicly for its IPO, choosing Nasdaq under symbol SPCX

Elon Musk holds 85.1% voting power • Revenue up 33% to $18.7B • Anthropic paying $1.25B/mo for compute

Q1 Earnings, Data Center, China

Nvidia reports Q1 revenue up 85% YoY to $81.62B

Net income up 211% to $58.3B • Q2 forecast raised to $91B • "Demand has gone parabolic"

IPO, Research

Internal model disproves Erdos unit distance conjecture

Preparing confidential IPO filing as early as May 22 • Targeting public debut by September

Acquisition, Microsoft, Revenue

Anthropic-led JV acquires Fractional AI

In talks to rent Microsoft-designed servers • Q2 revenue expected at $10.9B (+127%)

Azure, Xbox

Anthropic in talks to rent servers powered by Microsoft-designed chips

Xbox hires Matthew Ball as CSO • Scott Van Vliet joins as CTO

AI Executive Order

White House postpones AI EO signing ceremony

Postponed "this afternoon" • Major tech CEOs invited