Articles from www.theinformation.com

Articles from www.theinformation.com

OpenAI is expanding its consulting-like service to refine its models and build bespoke apps for large enterprise and government clients spending at least $10M (www.theinformation.com)
2025-6-30

Source: Meta hired four more OpenAI researchers, including key contributors to o1-mini and o3-mini, as Zuckerberg continues an unprecedented recruiting effort (www.theinformation.com)
2025-6-29 Zuckerberg

Source: OpenAI recently began renting Google's TPUs to power ChatGPT, marking its first significant use of non-Nvidia chips; Meta also considered using TPUs (www.theinformation.com)
2025-6-28 Google Nvidia

Sources: mass production of Microsoft's next AI chip is delayed to 2026 and is expected to underperform Nvidia's Blackwell chip, released in late 2024 (www.theinformation.com)
2025-6-27 Microsoft AI Nvidia

Sources: Instagram and TikTok are working on versions of their apps customized to run on TV screens, following YouTube's success in attracting a TV audience (www.theinformation.com)
2025-6-27 YouTube Instagram

Sources: DeepSeek's highly anticipated R2 model faces delays due to a shortage of Nvidia server chips in China, exacerbated by the US ban of Nvidia's H20 chips (www.theinformation.com)
2025-6-26 China Ban Nvidia

Sources: in 2024, OpenAI considered document collaboration features but lacked the staff to create them, but has since made some unreleased collaboration tools (www.theinformation.com)
2025-6-25

Sources: Mira Murati has told investors Thinking Machines Lab plans to develop customized AI models based on business KPIs, and also plans a consumer product (www.theinformation.com)
2025-6-24 AI

Sources: Google reduces its Google TV and Android TV budget by 10% and cuts Android TV and Google TV's ~300 employees by up to 25%, as it focuses on YouTube (www.theinformation.com)
2025-6-23 Android Google YouTube Budget

A look at Scale AI rival Surge AI, which raised no outside capital and told staff that it had $1B+ in 2024, vs. Scale's $870M, and has always been profitable (www.theinformation.com)
2025-6-20 AI

Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to work on its AI efforts (www.theinformation.com)
2025-6-19 AI

Sources: OpenAI wants Microsoft to take a ~33% stake in exchange for giving up future profit rights, and seeks to revise its exclusive cloud deal with Microsoft (www.theinformation.com)
2025-6-17 Microsoft

Sources: Meta's talks with Scale AI started in mid-April, with Zuckerberg floating a $5B investment in early May, which Alexandr Wang later countered with $20B (www.theinformation.com)
2025-6-17 AI Zuckerberg

Current and former employees of OpenAI have sold nearly $3B worth of shares in tender offers since 2021, with $1.5B+ going to SoftBank alone (www.theinformation.com)
2025-6-13

Sources: Meta's Scale AI deal was motivated by Mark Zuckerberg's desire to find new leadership for Meta's AI efforts, relationship with Alexandr Wang, and more (www.theinformation.com)
2025-6-12 AI Zuckerberg

Sources: OpenAI talked with Saudi Arabia's PIF, India's Reliance, and the UAE's MGX about investing in the next installment of its $40B round led by SoftBank (www.theinformation.com)
2025-6-12 India Arabia Saudi Arabia

Salesforce is restricting third-party companies from long-term indexing and storing of Slack messages, which would hamper rival enterprise AI firms like Glean (www.theinformation.com)
2025-6-11 AI Salesforce Slack

Memo: Google offers voluntary buyouts to US staff in the knowledge and information organization, which includes core search and much of the ads organization (www.theinformation.com)
2025-6-11 Google

Sources: Meta agrees to take a 49% stake in Scale AI for $14.8B, in a deal that gives cash to Scale's shareholders and makes Alexandr Wang a top Meta executive (www.theinformation.com)
2025-6-11 AI

Source: Amazon is developing software for humanoid robots to deliver packages and is near completion of an indoor “humanoid park” in San Francisco to test them (www.theinformation.com)
2025-6-5 Amazon Robot San Francisco

How AppLovin, which lets advertisers use IP addresses to track users, began eroding Google's ad market share and pushed Google to loosen its privacy stance (www.theinformation.com)
2025-6-4 Google

Filing: neobank Chime plans to sell 26M shares in its IPO at $24 to $26, giving it a valuation between $10.3B and $11.1B; its two co-founders own 4% to 5% each (www.theinformation.com)
2025-6-2 IPO

Source: Chime's IPO is expected to price at ~$11B, down from its $25B private valuation in 2021; every VC-backed IPO in the past 12 months has been a down round (www.theinformation.com)
2025-5-31 IPO

Sources on how Apple declined a deal from Elon Musk to use SpaceX instead of Globalstar for its iOS SOS feature and its 2015 plans to build satellite internet (www.theinformation.com)
2025-5-28 IOS Apple Elon Musk SpaceX

A look at The Technology Brothers Podcast Network, a daily tech news talk show that has captured the attention of Silicon Valley's investors and founders (www.theinformation.com)
2025-5-25

Amazon plans to sell Nike products directly for the first time since 2019, when Nike stopped selling through Amazon due to lingering counterfeit issues (www.theinformation.com)
2025-5-22 Amazon

Sources: Nvidia is in advanced talks to invest in PsiQuantum, a startup looking to build quantum computers that is in the process of raising $750M+ (www.theinformation.com)
2025-5-19 Startup Nvidia Quantum

Chime's S-1: MyPay revenue totaled $64.3M in Q1 vs. estimated credit losses from the product of $57.3M, highlighting the risks with the paycheck advance product (www.theinformation.com)
2025-5-18

Sources: Cohere, which has raised $1B+, was on pace to generate just $70M in revenue annually as of February 2025, after projecting ~$450M in revenue in 2024 (www.theinformation.com)
2025-5-16

Sources: Chinese officials recently told some top local tech companies that the government will be more active in overseeing their AI data centers and AI chips (www.theinformation.com)
2025-5-15 China AI

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