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# Evening Scan
- URL: https://adjacent.media/scan/2026-05-07-pm/
- Published: 2026-05-07T23:06:06.000Z
- Updated: 2026-05-07T23:06:07.000Z
- Description: Arm’s earnings after close made a stronger case for where AI infrastructure money is actually going than the day’s supposed main story: the Musk v. Altman trial drama. A Swedish chipmaker also had a strong Thursday.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Arm's earnings after close made a stronger case for where AI infrastructure money is actually going than the day's supposed main story: the Musk v. Altman trial drama. A Swedish chipmaker also had a strong Thursday.

> **$2B** — What Arm now expects AGI CPU demand to generate in 2027 and 2028 combined, more than doubling its prior guidance. *(Financial Times)*

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#### [Arm Says AGI CPU Demand Will Drive $2B in Sales in 2027–28](https://www.ft.com/content/ea9e025e-2e7f-4610-90a1-8c8beeeebbcf?ref=adjacent.media)

Q4 revenue up 20% YoY to $1.5B, and the company doubled its prior guidance on AGI-driven chip demand — stock jumped 11%+ after hours. *(Financial Times)*

#### [Chipmaker Silex Jumps Nearly 160% in Stockholm Debut](https://www.bloomberg.com/news/articles/2026-05-07/chipmaker-silex-microsystems-s-shares-soar-in-stockholm-debut?ref=adjacent.media)

The strongest open for a sizable European IPO in almost five years. Semiconductor enthusiasm extends beyond the US. *(Bloomberg)*

#### [Mira Murati Testifies Sam Altman Lied About AI Safety Standards](https://www.theverge.com/ai-artificial-intelligence/925338/openai-musk-v-altman-mira-murati?ref=adjacent.media)

The former OpenAI CTO said Altman misrepresented safety benchmarks for a new model and made her job harder — testimony that complicates OpenAI's nonprofit-conversion messaging. *(The Verge)*

#### [EU Strikes Deal to Thin Out AI Act, Bans Nudification Apps](https://thenextweb.com/news/eu-ai-act-omnibus-deal-nudification-ban?ref=adjacent.media)

After two failed trilogues, Parliament and Council landed a compromise that pushes the high-risk compliance deadline to December — lighter than the original, though the nudification ban remained intact. *(The Next Web)*