Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Strava, the fitness app founded in 2009, filed confidentially for an IPO; its revenue grew more than 50% YoY in 2025 but was still less than $500M (www.theinformation.com)
21 days ago IPO

Sources: OpenAI has been slow to expand in-app checkouts for ChatGPT as the startup and its partners Shopify and Stripe struggle to standardize merchant data (www.theinformation.com)
21 days ago Startup Shopify

Sources: OpenAI last fall set aside RSUs worth 10% of the company, which was valued in October at $500B; it has already awarded about $80B in vested equity (www.theinformation.com)
22 days ago Equity

Source: Ant Group's Ant International grew revenue by 20% to 25% in 2025 to an estimated $3.7B, or ~10% of Ant's total 2025 revenue, as it competes with Visa (www.theinformation.com)
22 days ago

Sources: China told some local tech companies to temporarily halt purchase orders for Nvidia's H200 chips while officials deliberate on import conditions (www.theinformation.com)
22 days ago China Nvidia

Internal memo: Hark, the new AI lab from Figure AI CEO Brett Adcock, backed by $100M of his own capital, has hired 30+ engineers from Apple, Meta, and others (www.theinformation.com)
23 days ago AI Apple

LMArena, which runs a leaderboard ranking AI models based on their performance, raised $150M at a $1.7B post-money valuation, taking its total funding to $250M+ (www.theinformation.com)
23 days ago AI

Sources: Nvidia has struggled to monetize its Omniverse software and the company shuttered the Omniverse Cloud service in August 2025 due to lack of demand (www.theinformation.com)
24 days ago Nvidia

Brookfield is launching a cloud company called Radiant and a new $10B AI fund, and plans to acquire up to $100B in land, data centers, and power assets for AI (www.theinformation.com)
28 days ago AI Asset

Sources: OpenAI ramped up efforts to improve its audio AI models, in preparation for its AI-powered personal device, which is expected to be largely audio-based (www.theinformation.com)
28 days ago AI

Sources: Uber is in talks to acquire the parking space reservation app SpotHero; the parking app was last valued at $290M (www.theinformation.com)
29 days ago Uber

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global (www.theinformation.com)
2025-12-25 Nvidia

Sources: OpenAI staff discussed prioritizing sponsored content in ChatGPT when users ask relevant queries and created mockups with ads in sidebars or as pop-ups (www.theinformation.com)
2025-12-25

Sources: Snowflake is in talks to buy app monitoring startup Observe for around $1B; Observe has raised more than $470M (www.theinformation.com)
2025-12-24 Startup

Brett Harrison, the former president of FTX US, raised $35M for his new global exchange AX, which offers perpetual futures, a source says at a $187M valuation (www.theinformation.com)
2025-12-24

Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development (www.theinformation.com)
2025-12-23 AI Nvidia

Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others (www.theinformation.com)
2025-12-22 Startup

Source: OpenAI's compute margin has jumped to about 70% in October from about 52% at the end of 2024 and roughly 35% in January 2024 (www.theinformation.com)
2025-12-22

Sources: Google has formed a new executive council to allocate computing capacity given a critical shortage; members include Thomas Kurian and Demis Hassabis (www.theinformation.com)
2025-12-20 Google

Sources describe tensions between OpenAI's research and ChatGPT product groups, leading to the “code red”; OpenAI is set to beat its 2025 revenue goal of $13B (www.theinformation.com)
2025-12-19

Sources: OpenAI has held preliminary discussions with investors about raising tens of billions of dollars, and as much as $100B, at a valuation of around $750B (www.theinformation.com)
2025-12-18

Source: Tencent tells staff that Yao Shunyu, an ex-OpenAI researcher who joined in September, is now its chief AI scientist, reporting to President Martin Lau (www.theinformation.com)
2025-12-17 AI Tencent

Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium chips; Microsoft keeps rights to sell OpenAI models (www.theinformation.com)
2025-12-17 Amazon Microsoft

A look at Apple's iPhone roadmap; sources say the iPhone 18 Pro lineup will get under-screen Face ID, and the front camera will move to the top-left corner (www.theinformation.com)
2025-12-17 iPhone Apple Face ID

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)
2025-12-16 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)
2025-12-15 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)
2025-12-13 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)
2025-12-13

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)
2025-12-13

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)
2025-12-12 AI Tencent

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