The Artificial Intelligence Show #212: Musk v. OpenAI Trial Begins, OpenAI-Microsoft Partnership, Big Tech Earnings & Anthropic Eyes $900B Valuation
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May 5, 2026 A fast-paced rundown of Musk's federal trial against OpenAI and courtroom revelations. A sudden rewrite of the OpenAI–Microsoft partnership and what was removed. Big Tech earnings and massive AI-driven revenue leaps. Anthropic chasing an eye-popping valuation. A disastrous AI agent that wiped a production database in seconds. A growing populist backlash and urgent calls for congressional action on AI.
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Earnings Reveal Massive Token Demand And CapEx Push
- Big Tech earnings show AI-driven cloud demand is exploding: Google Cloud +63% and Azure AI at a $37B run rate.
- Companies warned of compute constraints, raised CapEx guidance, and revealed token consumption surging (Google: 16B tokens/minute).
Anthropic Nears $900B Valuation Bets
- Anthropic is exploring a funding round valuing the company near $900B while already holding multibillion-dollar Google commitments.
- That potential valuation would overtake OpenAI and reflect Anthropic's rapid revenue traction and strategic cloud compute deals with Google.
Federal Leverage Could Start Soft Nationalization
- The White House is considering guidance to let civilian agencies bypass the Pentagon's Anthropic supply-chain ban, signaling growing federal leverage over AI access.
- Hosts warn this could be the start of 'soft nationalization' where government shapes AI access via procurement, directives, and stakes rather than full seizure.