Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: OpenAI demoed a new “Astra” AI model family to US policymakers and regulators this week, touting its improved abilities to complete long-running tasks (www.theinformation.com)
11 hours ago AI

Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation (www.theinformation.com)
1 day ago Israel

Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique (www.theinformation.com)
1 day ago Intel AI

Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns (www.theinformation.com)
3 days ago

Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium (www.theinformation.com)
3 days ago

Sources: OpenAI and Anthropic have lobbied the Trump administration to make sure lagging competitors also have to comply with government reviews of their models (www.theinformation.com)
4 days ago Trump

Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell (www.theinformation.com)
4 days ago China Startup Nvidia

Sources: A Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech (www.theinformation.com)
5 days ago China Manufacturing

Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (www.theinformation.com)
7 days ago Microsoft AI Nvidia

Amazon shutters its AGI Lab as part of layoffs in its AGI unit earlier this week; the lab's former head David Luan left in February (www.theinformation.com)
8 days ago Amazon Layoffs

AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% (www.theinformation.com)
8 days ago AI AMD

Sierra acquires Takeoff, which develops “long-horizon” agents, for an undisclosed sum; founded in 2025, Takeoff neared $10M in annualized revenue in early July (www.theinformation.com)
8 days ago

The US Department of Commerce's BIS is formally investigating whether Chinese companies like Moonshot are accessing advanced US AI chips to train their models (www.theinformation.com)
8 days ago China AI

Source: Stripe revenue jumped by a third to $6.8B in 2025, its fastest revenue growth since 2021, with free cash flow up 52% to $3.2B (www.theinformation.com)
9 days ago

Arcee, which develops open-weight models in the US, partners with the Department of Energy to build Genesis-Science-1, an open model for scientific research (www.theinformation.com)
9 days ago Energy

Filing: Monday.com plans to cut 20% of its workforce, or ~600 employees, in H2 2026 to “support a leaner, more focused operational model”; MNDY falls 2% (www.theinformation.com)
9 days ago

Documents: Meta's internal AI incubator is developing an AI model router, similar to OpenRouter's, to cut costs by sending some AI tasks to lower-cost models (www.theinformation.com)
10 days ago AI

Docs: AI data startup Mercor had $614M in gross revenue in H1 2026, up 70% from all of 2025, with ~91% from foundation model makers like OpenAI and Anthropic (www.theinformation.com)
10 days ago Startup AI

Sources: Google is developing a specialized server chip, informally dubbed “Frozen v2”, that integrates Gemini AI model blueprints in the silicon, set for 2028 (www.theinformation.com)
11 days ago Google AI

Sources: Chinese startup Moonshot AI is seeking formal approval from investors to start a Hong Kong IPO process, which could happen in as soon as six months (www.theinformation.com)
12 days ago China Hong Kong IPO Startup AI

Permit hurdles push up costs for AI data centers; Oracle pivoted from gas turbines to costlier fuel cells for its Project Jupiter in NM, costing billions more (www.theinformation.com)
13 days ago AI Oracle

How the Trump administration shifted from a “light-touch” approach to AI policy to an interventionist stance that led to restrictions on top AI models in the US (www.theinformation.com)
13 days ago Trump AI

Sources: Valar Atomics, which makes small nuclear reactors intended to power data centers, is in talks to raise $1B at a ~$5B pre-money valuation (www.theinformation.com)
14 days ago

Sources: OpenRouter has discussed a potential sale to a bigger tech company that could value it at billions of dollars, a premium to its $1.3B valuation in May (www.theinformation.com)
14 days ago

Source: Microsoft plans to release an AI security tool this month using models from Anthropic, OpenAI, and itself, as a cost-effective Mythos alternative (www.theinformation.com)
15 days ago Microsoft AI

Source: UK robotics startup Humanoid raised $150M in the first tranche of a Series A at a $1.2B pre-money valuation and seeks another $80M-$100M by September (www.theinformation.com)
15 days ago Startup Robot

Runta, which provides isolated sandboxes and guardrails for AI agents to prevent operational risks, raised a $20M seed led by a16z at a $100M+ valuation (www.theinformation.com)
15 days ago AI

Sources: Microsoft security chief Hayete Gallot, who took over in February, has prioritized AI tools, cut several hundred roles, replaced senior execs, and more (www.theinformation.com)
16 days ago Microsoft AI

Sources: ASML has discussed raising prices for its EUV systems with TSMC and plans to charge 10% more for its DUV systems; TSMC is resisting ASML's plans (www.theinformation.com)
16 days ago

Sources: Apple is looking for chip companies to buy to boost its AI server chip efforts as it struggles with the performance of its servers running on M2 Ultra (www.theinformation.com)
16 days ago AI Apple

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