Anthropic's $200B Google Tab, AMD's Monster Quarter, and a Daemon in the Machine

In today's episode: Source: Anthropic plans to spend ~$200B on Google's Cloud and chips over five years, representing 40%+ of the “revenue backlog” that Google disclosed last week Sources and a document: Google is testing a “personal agent” codenamed Remy in the Gemini app that integrates with Google services to take actions for users Kaspersky says Daemon Tools, a widely used app for mounting disk images, was backdoored on April 8 in a monthlong compromise that has pushed malicious updates Apple reaches a $250M settlement in a California federal court in a false advertising class action lawsuit over its 2024 announcement of a “personalized” Siri AMD reports Q1 revenue up 38% YoY to $10.25B, above $9.89B est., Data Center revenue up 57% to $5.8B, forecasts Q2 revenue above est.; AMD jumps 7%+ pre-market Sources: the White House is mulling EOs to address advanced AI security risks, including barring companies from “interfering” with the government's model usage