Articles from www.theinformation.com

Articles from www.theinformation.com

OpenAI projects that it will reduce the revenue share it pays to Microsoft from 20% this year to ~8% by 2030, potentially retaining over $50B more in revenue (www.theinformation.com)
1 day ago Microsoft

Sources: Anthropic scrapped plans to hire a Republican for its top policy role, instead choosing an Obama alumn as it adopts a cooler stance towards Trump (www.theinformation.com)
1 day ago Trump Republican

Source: Nvidia is scaling back DGX Cloud to primarily internal R&D use; DGX Cloud was initially envisioned to compete with major cloud providers like AWS (www.theinformation.com)
2 days ago Nvidia

Sources: Polymarket considers an offer valuing it at ~$9B, up from $1B in the summer; Kalshi is close to raising money at a $5B valuation, up from $2B in June (www.theinformation.com)
2 days ago

Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia (www.theinformation.com)
2 days ago Alibaba AI Nvidia

In 2030, OpenAI projects $200B in revenue, with R&D spending hitting ~45% of that, or ~$90B; R&D costs of Alphabet and others are currently 10%-20% of revenue (www.theinformation.com)
3 days ago Alphabet

Source: Perplexity has secured commitments from investors for $200M in new funding at a $20B valuation (www.theinformation.com)
4 days ago

Sources: Amazon is developing consumer AR glasses codenamed Jayhawk with microphones, speakers, a camera, and color display, set for late 2026 or early 2027 (www.theinformation.com)
4 days ago Amazon AR

Sources: Sequoia stands to gain about $2.65B in Klarna's IPO, a six-fold return on its total investment of ~$500M; it is selling ~2% of its stake in the IPO (www.theinformation.com)
5 days ago IPO

Sources: Microsoft will use Anthropic's models for some AI features in Office 365 apps, after finding Claude Sonnet 4 outperforms GPT-5 in some tasks (www.theinformation.com)
5 days ago Microsoft AI

OpenAI told investors that it projects its cash burn this year through 2029 will rise to a total of $115B, about $80B higher than it previously expected (www.theinformation.com)
9 days ago

At the White House dinner, Zuckerberg said Meta plans to spend “something like at least $600B” through 2028 on data centers and other infrastructure in the US (www.theinformation.com)
9 days ago Zuckerberg

Source: AI contractor marketplace Mercor has received investment offers valuing it as high as $10B, just six months after raising $100M at a $2B valuation (www.theinformation.com)
10 days ago AI

Source: Nvidia agreed to rent 10,000 of its own AI chips from Lambda for $1.3B over four years, the latest example of Nvidia's circular financial arrangements (www.theinformation.com)
10 days ago AI Nvidia

Sources: plans for X Money, a nationwide peer-to-peer payments service integrated into X, have stalled as DFS NY and other state regulators raise concerns (www.theinformation.com)
10 days ago

Sources: Lambda, a cloud provider that rents out Nvidia chips, has hired banks to prepare for a US IPO as soon as H1 2026; it was valued at $2.5B in February (www.theinformation.com)
11 days ago IPO Nvidia

Nvidia acquires Solver, a three-year-old AI coding agent startup formerly known as Laredo Labs, which had raised $8M from Radical Ventures and other investors (www.theinformation.com)
12 days ago Startup AI Nvidia

Filing: StubHub, which is planning a September IPO, says revenue grew 3% to $828M in H1, missing its earlier projection of $885M, with adjusted EBITDA down 7% (www.theinformation.com)
15 days ago IPO

Sources: Meta Superintelligence Labs' leaders have discussed using Google or OpenAI's models to power Meta AI and other AI features in Meta's social media apps (www.theinformation.com)
16 days ago Google AI

Flip, a TikTok rival that let shoppers post video reviews and earn cash based on engagement, has shut down; it had raised $300M and was valued at $1B+ in 2024 (www.theinformation.com)
16 days ago

Sources: DeepSeek plans to use Huawei's Ascend AI chips to train smaller versions of its upcoming R2 models but will still use Nvidia chips for largest models (www.theinformation.com)
16 days ago AI Nvidia

Sources: Pinecone, which provides an AI-compatible vector database, is exploring a sale after receiving takeover interest; Pinecone was valued at $750M in 2023 (www.theinformation.com)
17 days ago Database AI

Rain, a stablecoin-backed Visa card issuer, raised a $58M Series B led by Sapphire Ventures, after raising a $24.5M Series A led by Norwest in March (www.theinformation.com)
17 days ago

Sources: HongShan, formerly Sequoia China, has invested only a quarter of the ~$9B it raised in 2022 and has been increasingly looking beyond China for deals (www.theinformation.com)
19 days ago China

Sources: Apple executives have discussed acquiring Mistral AI and Perplexity, with Eddy Cue as the most vocal champion within the company for such AI deals (www.theinformation.com)
19 days ago AI Apple

Source: Snap is considering raising outside money to fund Spectacles development or spinning off Spectacles, to compete with deeper-pocketed rivals like Meta (www.theinformation.com)
23 days ago

Sources: OpenAI has been partially using Google search results scraped by a startup called SerpApi for ChatGPT responses on current events like news and sports (www.theinformation.com)
23 days ago Google Startup

Sources: Nvidia told suppliers like Amkor and Samsung to halt H20 chip production after China urged local tech firms to avoid H20 over alleged security concerns (www.theinformation.com)
24 days ago China Samsung Nvidia

Source: Meta has signed a deal with Google, worth more than $10B over six years, to use Google Cloud's servers, storage, networking, and other services (www.theinformation.com)
24 days ago Google

Sources: Crusoe is discussing raising $1B+ at a $10B valuation; the company, which is helping build OpenAI's first Stargate facility, had $250M revenue in 2024 (www.theinformation.com)
24 days ago

Previous Page Next Page