Articles from www.theinformation.com

Articles from www.theinformation.com

OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon (www.theinformation.com)
9 hours ago Startup AI

Sources: ByteDance and Alibaba both plan to release flagship AI models around China's mid-February Lunar New Year holiday, including ByteDance's Doubao 2.0 (www.theinformation.com)
14 hours ago China Alibaba AI

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
23 hours ago Amazon Microsoft Nvidia

AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing 8 of 13 recommendations and going further than Anthropic's policy (www.theinformation.com)
1 day ago AI

Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation (www.theinformation.com)
1 day ago AI

Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 (www.theinformation.com)
2 days ago

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data (www.theinformation.com)
3 days ago

Source: OpenAI mulls new tools to help business users understand the financial benefits of using its products and has made changes to its sales force strategy (www.theinformation.com)
5 days ago

Google acquires Common Sense Machines, whose AI models create 3D assets from 2D images, and was last valued at $15M after raising $10M from a16z and others (www.theinformation.com)
5 days ago Google AI Asset

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal (www.theinformation.com)
6 days ago

Source: Binance considers reintroducing stock tokens after removing them in 2021; OKX, Kraken, Bitget, and others are expanding their tokenized stock offerings (www.theinformation.com)
6 days ago

Yelp acquires Hatch, which charges a monthly fee for AI-powered agents that can respond to customer inquiries and make appointments, for $300M (www.theinformation.com)
7 days ago AI

A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026 (www.theinformation.com)
7 days ago AI Apple

Sources: Anthropic projected a 40% gross margin from selling AI to companies and devs in 2025, down from earlier estimates of 50% due to higher inference costs (www.theinformation.com)
7 days ago AI

Memo: Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI last week, will lead OpenAI's enterprise push, as part of a broader reorganization (www.theinformation.com)
8 days ago

Sources: Apple is developing an AirTag-sized AI wearable pin with cameras, a speaker, microphones, and wireless charging that could be released as early as 2027 (www.theinformation.com)
8 days ago AI Apple

Sources: OpenAI begins offering its chatbot ads to dozens of advertisers, initially charging per ad view, not per ad click, and asks them for <$1M commitments (www.theinformation.com)
8 days ago chatbot

Sources: Applied Compute, which lets companies customize models with their own data, is in talks to raise funding at a $1.3B valuation, up from $500M in October (www.theinformation.com)
9 days ago

Elon Musk and Sam Altman clashed on X after Musk shared a post about a man who committed a murder-suicide following delusional conversations with ChatGPT (www.theinformation.com)
9 days ago Elon Musk

Sources: internal Google data shows Gemini API calls surged from 35B in March 2025 to 85B in August 2025; Google says Gemini Enterprise hit 8M subscribers (www.theinformation.com)
10 days ago Google

Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (www.theinformation.com)
10 days ago Slack

Source: Microsoft quietly becomes one of Anthropic's top clients and was recently on pace to spend nearly $500M/year for Anthropic to power Microsoft products (www.theinformation.com)
15 days ago Microsoft

Source details how Apple's Gemini deal works: new Siri features launching in spring and at WWDC, Apple can finetune Gemini, no Google branding, and more (www.theinformation.com)
16 days ago Google Apple

Sources: AI chipmaker Cerebras is in talks to raise ~$1B, valuing the startup at $22B before the new investment, up from an $8.1B valuation in September 2025 (www.theinformation.com)
16 days ago Startup AI

Sources: China has told some tech companies that it will approve Nvidia H200 chip purchases only under special circumstances, such as for university research (www.theinformation.com)
16 days ago China Nvidia

The US House passes a bipartisan bill to expand US export controls to restrict Chinese companies' remote access to US AI chips from data centers outside China (www.theinformation.com)
16 days ago China AI

OpenAI acquires Torch, a one-year-old AI healthcare app that aggregates and analyzes medical records; source: OpenAI is paying $100M in equity (www.theinformation.com)
17 days ago AI Equity

Amazon files planning documents in Illinois to construct a 225,000 square foot big-box store, a return to a “Target-like” retail concept it previously shelved (www.theinformation.com)
20 days ago Amazon Retail

Sources say DeepSeek will launch its next-generation V4 model in the coming weeks and claim it outperformed Anthropic's Claude and OpenAI's GPT series in coding (www.theinformation.com)
20 days ago

Source: Lambda, which rents access to AI chips and is backed by Nvidia, is in talks to raise $350M+ led by Mubadala Capital, ahead of an IPO planned for H2 2026 (www.theinformation.com)
21 days ago IPO AI Nvidia

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