Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: xAI has created an enterprise AI sales group, but xAI's lack of experience in selling to big businesses is holding potential customers back (www.theinformation.com)
1 hour ago AI

Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B (www.theinformation.com)
13 hours ago Oracle

Source: OpenEvidence, which offers an AI chatbot for doctors, is raising $250M at a $12B valuation, up from $6B in Oct., and has $150M in annualized ad revenue (www.theinformation.com)
2 days ago AI chatbot

Source: livestream shopping app Whatnot nears ~$1B in revenue for 2025; Whatnot says it has passed $6B in gross sales this year, more than doubling 2024's sales (www.theinformation.com)
3 days ago

Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading (www.theinformation.com)
3 days ago

Sources: in recent months, Tencent aggressively hired AI researchers from ByteDance, including offering to double their salaries, and reorganized its AI team (www.theinformation.com)
4 days ago AI Tencent

Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries (www.theinformation.com)
5 days ago China AI Nvidia

Source: ChatGPT has ~900M weekly active users; Sensor Tower: Gemini MAUs grew ~30% to 346M between August and November while ChatGPT's rose ~5% to 810M (www.theinformation.com)
6 days ago Sensor

Source: Anthropic, OpenAI, Google, Microsoft, and more are set to unveil the Agentic AI Foundation to build open-source AI agent standards as soon as this week (www.theinformation.com)
6 days ago Google Microsoft AI

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell (www.theinformation.com)
9 days ago Microsoft

Sources: SpaceX has told investors and financial institution representatives that it is aiming for an IPO in the second half of 2026 (www.theinformation.com)
10 days ago IPO SpaceX

Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness (www.theinformation.com)
11 days ago Google AI

Sources: multiple Microsoft divisions lowered how much salespeople are supposed to grow sales of certain AI products after missing growth targets, a rare move (www.theinformation.com)
12 days ago Microsoft AI

ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March (www.theinformation.com)
12 days ago Startup

Sources: Anthropic is in talks to buy developer tool startup Bun for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue (www.theinformation.com)
13 days ago Startup

Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations (www.theinformation.com)
13 days ago

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads (www.theinformation.com)
13 days ago

Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025 (www.theinformation.com)
13 days ago Startup AI

Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (www.theinformation.com)
14 days ago AI

A profile of Klay, whose app will let users remake songs using AI; Klay has raised ~$10M and is the first AI startup to close deals with the three major labels (www.theinformation.com)
15 days ago Startup AI

Sources: ServiceNow is in advanced talks to buy corporate data management and security startup Veza for $1B+ in a deal as early as next week (www.theinformation.com)
18 days ago Startup

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (www.theinformation.com)
19 days ago China Nvidia

Sources: Google has begun pitching customers, including Meta and big financial institutions, on the idea of using TPUs in their own data centers (www.theinformation.com)
20 days ago Google

Sources: Kalshi told investors that its trading volume grew six times in the last six months and it is on an annualized pace for $600M to $700M in net revenue (www.theinformation.com)
21 days ago

Internal memo: Sam Altman told OpenAI employees last month that Google's recent progress in AI could “create some temporary economic headwinds for our company” (www.theinformation.com)
24 days ago Google AI

Sources: SoftBank plans to invest up to $3B to remodel an EV plant in Lordstown, Ohio, that will produce equipment for OpenAI's forthcoming US data centers (www.theinformation.com)
25 days ago

Sources: Salesforce's Slack tells customers in China, Hong Kong, Macau, and Taiwan that they must migrate their accounts to partner Alibaba before February (www.theinformation.com)
25 days ago China Hong Kong Taiwan Alibaba Salesforce Slack

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
25 days ago Nvidia

Sources: Coinbase is preparing to launch a prediction market powered by Kalshi to allow its clients to bet on events such as elections and sports (www.theinformation.com)
25 days ago Coinbase

Gemini co-lead Oriol Vinyals says Gemini 3's gains come from better pre-training and post-training, contradicting the idea that pre-training gains are falling (www.theinformation.com)
26 days ago

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