Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Amazon plans to invest up to $50B in OpenAI, $35B of which could hinge on an IPO or AGI milestone; OpenAI is discussing custom models for Amazon (www.theinformation.com)
18 days ago Amazon IPO

OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years (www.theinformation.com)
18 days ago AI Apple

Sources: Saronic, which is building autonomous warships, is raising up to $1.5B at a ~$7.5B pre-money valuation; Saronic was last valued at $3.4B a year ago (www.theinformation.com)
18 days ago

Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April (www.theinformation.com)
20 days ago IPO AI

OpenAI scrambled for compute power after the Stargate project stalled; sources: OpenAI still plans to build its own data centers, but not in the near future (www.theinformation.com)
21 days ago

Sources: OpenAI has 200+ people working on AI devices, including a smart speaker priced between $200 and $300, possibly smart glasses and a smart lamp (www.theinformation.com)
23 days ago AI

Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (www.theinformation.com)
24 days ago AI Goldman AMD

ZaiNar, a developer of a GPS alternative that uses Wi-Fi and 5G to provide location data, raised $10M at a $1B valuation, bringing its total funding to $100M (www.theinformation.com)
24 days ago 5G GPS

Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising (www.theinformation.com)
25 days ago

Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI (www.theinformation.com)
25 days ago AI

Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus an additional $100B for training costs (www.theinformation.com)
26 days ago Google Amazon Microsoft

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark (www.theinformation.com)
26 days ago

Sam Altman says Peter Steinberger, founder of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source (www.theinformation.com)
28 days ago

Sources: OpenAI is in advanced talks to hire OpenClaw founder Peter Steinberger and several team members; Steinberger would likely work on personal agents (www.theinformation.com)
28 days ago

Sources: Grafana Labs, which makes cloud and AI monitoring tools, is in talks to raise at a $9B valuation, up from $6.6B in 2024; its ARR hit $400M in Sept. (www.theinformation.com)
30 days ago AI

Alibaba says Qwen generated 120M+ in orders from Chinese users over the past six days, ahead of the Lunar New Year; Alibaba is giving a ~$3.60 shopping voucher (www.theinformation.com)
2026-2-12 China Alibaba

xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3 to $40 per month subscriptions, but offered no details on ad revenue or other xAI financials (www.theinformation.com)
2026-2-12

Source: to catch leakers, OpenAI security staff use a custom ChatGPT with access to Slack, email, and docs by cross-referencing news articles with access logs (www.theinformation.com)
2026-2-12 Slack

xAI co-founder Tony Wu says he “resigned”, following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk (www.theinformation.com)
2026-2-10 Elon Musk

Source: Chinese AI startup Zhipu anonymously released its new AI model on OpenRouter under the name Pony Alpha; Zhipu plans to launch GLM-5 later this week (www.theinformation.com)
2026-2-10 China Startup AI

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app (www.theinformation.com)
2026-2-10 Mobile

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
2026-2-10 Nvidia

ByteDance releases Seedance 2.0, an update to its AI video generation model that can make multi-shot scenes, available to select Jimeng and Jianying users (www.theinformation.com)
2026-2-9 AI

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (www.theinformation.com)
2026-2-8 Google Amazon

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (www.theinformation.com)
2026-2-6 Nvidia

Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick (www.theinformation.com)
2026-2-5

Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate researchers and engineers to developing customized models for Amazon (www.theinformation.com)
2026-2-5 Amazon

Source: SpaceX acquired xAI for $250B; the announcement about the acquisition focuses on SpaceX's plans to launch data centers into space (www.theinformation.com)
2026-2-3 SpaceX

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)
2026-1-30 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)
2026-1-30 China Alibaba AI

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