Articles from www.theinformation.com

Articles from www.theinformation.com

Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a “Wearables for Work” unit for enterprises, and more (www.theinformation.com)
20 days ago AI

Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (www.theinformation.com)
20 days ago AI

Sources: at WWDC, Apple is likely to showcase how 15 years of designing custom silicon chips gives it an advantage in local AI, using a distilled Gemini model (www.theinformation.com)
21 days ago AI Apple

Memo: Meta plans to embed engineers and product managers within large corporate customers as part of a new Enterprise Solutions unit to help deploy its AI tools (www.theinformation.com)
22 days ago AI

Polymarket is making it harder to use VPNs to access its service, blocking some IPs and suspicious accounts, and is asking some customers to identify themselves (www.theinformation.com)
22 days ago

Source: AI inference provider Baseten is in talks to raise $1B at a post-money valuation of $11B, up from $5B after its $300M Series E announced in January (www.theinformation.com)
23 days ago AI

Sources: OpenAI generated about $5.7B in revenue in Q1, nearly $1B more than Anthropic (www.theinformation.com)
28 days ago

Sources: Anthropic is in talks to rent servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its Azure usage since November 2025 (www.theinformation.com)
28 days ago Microsoft

Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via SAFE (www.theinformation.com)
29 days ago Startup Equity

Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (www.theinformation.com)
2026-5-18 Startup AI

Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML (www.theinformation.com)
2026-5-15 Layoffs SpaceX

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” (www.theinformation.com)
2026-5-14 China AI Tencent

Source: Anthropic is in advanced talks to acquire New York-based Stainless, which helps developers generate SDKs from APIs, for at least $300M (www.theinformation.com)
2026-5-13 New York

Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products (www.theinformation.com)
2026-5-13 Google AI

OpenAI stands to hold ~$2.6B in combined CoreWeave and Cerebras stock that it acquired by committing to buy cloud services and chips, and to lend Cerebras money (www.theinformation.com)
2026-5-12

Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; they previously could have totaled $135B through 2030 if long-term goals were met (www.theinformation.com)
2026-5-12 Microsoft

Sources: Kuaishou plans to spin off its Kling AI video unit for an IPO in 2027 and is seeking a $20B valuation in pre-IPO funding talks with potential investors (www.theinformation.com)
2026-5-11 IPO AI

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (www.theinformation.com)
2026-5-9 AI

Sources: DeepSeek seeks to raise ~$7.3B in its first-ever funding round at a $50B+ valuation, with CEO Liang Wenfeng making a personal investment of ~$2.9B (www.theinformation.com)
2026-5-8

Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation (www.theinformation.com)
2026-5-8 AI

Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips (www.theinformation.com)
2026-5-8 Microsoft

Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms (www.theinformation.com)
2026-5-6 AI Alphabet

Sources: Meta is building an OpenClaw-inspired agent internally called Hatch, to be powered by its Muse Spark model, and an agentic shopping tool in Instagram (www.theinformation.com)
2026-5-6 Instagram

Source: Anthropic plans to spend about $200B on Google's cloud and chips over five years, representing 40%+ of the “revenue backlog” Google disclosed last week (www.theinformation.com)
2026-5-6 Google

Sources: Anthropic is in early talks to buy AI chips from UK-based Fractile when they launch in 2027, as it seeks deals to gain more leverage with suppliers (www.theinformation.com)
2026-5-3 AI

Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation (www.theinformation.com)
2026-5-1 AI Intelligence

SpaceX's draft IPO filing: from 2023 to 2025, Starlink's individual subscribers rose from 2.3M to 8.9M, revenue grew from $3.9B to $11.4B, and ARPU fell 18% (www.theinformation.com)
2026-4-30 IPO SpaceX

OpenAI projected at the start of this year that $8/month ChatGPT Go subscriptions will grow ~36x to 112M in 2026, while $20/month Plus subs will fall 80% to ~9M (www.theinformation.com)
2026-4-29

Sources and memos: Tencent employees used Claude Code to assist them with evaluating and fine-tuning the company's new Hy3 model to improve its performance (www.theinformation.com)
2026-4-28 Tencent

Source: Google signed a deal allowing the US DOD to use Google's AI for “any lawful government purpose”; Google says the agreement amends an existing contract (www.theinformation.com)
2026-4-28 Google AI

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