Articles from www.theinformation.com

Articles from www.theinformation.com

Microsoft and OpenAI remove a clause in their deal that would grant Microsoft IP rights up until OpenAI achieved “AGI”, replacing it with a fixed-term agreement (www.theinformation.com)
2026-4-28 Microsoft

Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (www.theinformation.com)
2026-4-27 AI Adobe Salesforce

33% of S&P 500 companies provided security perks for execs in 2025: Jensen Huang's security cost rose from $690K in 2023 to $3.5M in 2025, Zuckerberg spent $22M (www.theinformation.com)
2026-4-26 Zuckerberg

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
2026-4-25 Microsoft Startup AI Nvidia

Sources: Cursor hit $2.7B in annualized sales in March, up ~14x from a year ago, and reported a ~$900M loss in its last fiscal year on $770M in total revenue (www.theinformation.com)
2026-4-24

Sources: Tencent and Alibaba are in talks to invest in DeepSeek at a $20B+ valuation, partly benchmarked against Moonshot's pending round at an $18B valuation (www.theinformation.com)
2026-4-22 Alibaba Tencent

Draft IPO prospectus: SpaceX debt grew from $14B in 2024 to $23B in 2025, tied to a $4.5B lease deal with Valor Equity for AI equipment such as chips for xAI (www.theinformation.com)
2026-4-22 IPO AI Equity SpaceX

Sources: Kalshi plans to offer crypto trading in the US, offering perpetual futures, putting it in competition with exchanges like Coinbase (www.theinformation.com)
2026-4-22 Coinbase

Anthropic started requiring government-issued photo IDs and selfies from some users to prevent access from US adversaries like China, Russia, and North Korea (www.theinformation.com)
2026-4-22 Russia China Korea

Draft of SpaceX's confidential IPO prospectus: Elon Musk increased his stake in SpaceX last year by purchasing $1.4B of stock from current and former employees (www.theinformation.com)
2026-4-22 IPO Elon Musk SpaceX

Sources: Google has created strike team to improve its coding models; Sergey Brin told DeepMind staffers that they must aggressively pivot to catch up on agents (www.theinformation.com)
2026-4-20 Google

Sources: Polymarket is in talks to raise $400M at a ~$15B post-money valuation, up from $9B in October 2025, but below Kalshi's $22B valuation from March 2026 (www.theinformation.com)
2026-4-20

Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models (www.theinformation.com)
2026-4-20 Google AI

A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (www.theinformation.com)
2026-4-19 AI

In disclosures due to Broadcom CEO Hock Tan's presence on the Meta board, Meta says it paid Broadcom $2.3B in 2025; Tan is leaving the board (www.theinformation.com)
2026-4-18

Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (www.theinformation.com)
2026-4-18

Sources: Cerebras plans to make its IPO public as soon as Friday, aiming to raise $3B+ at a $35B+ valuation, a 60% premium to its $22B February valuation (www.theinformation.com)
2026-4-17 IPO

Sources: OpenAI agrees to pay Cerebras $20B+ for its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras (www.theinformation.com)
2026-4-17 Equity

Sources: Google is negotiating a deal with the US DOD that would let the Pentagon deploy Gemini AI models in classified settings, reversing its previous stance (www.theinformation.com)
2026-4-16 Google AI Pentagon

Sources: Apple plans to send a significant part of its Siri team, known as a laggard, to an AI coding bootcamp; the group is expected to be fewer than 200 (www.theinformation.com)
2026-4-16 AI Apple

ByteDance launches its Seedance 2.0 video model to enterprise clients in 100+ countries, excluding the US amid legal disputes, after a February launch in China (www.theinformation.com)
2026-4-15 China

Uber CTO Praveen Neppalli Naga says the company's surging use of AI coding tools has maxed out its full-year AI budget just a few months into 2026 (www.theinformation.com)
2026-4-15 Uber AI Budget

Anthropic recently changed Claude Enterprise pricing; customers now pay $20/month per user plus consumption-based charges, instead of a fixed subscription (www.theinformation.com)
2026-4-15

Source: Anthropic is preparing to release Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations, as soon as this week (www.theinformation.com)
2026-4-15 AI

Polymarket is auditing its Builders Program, which gives up to $2.5M in grants, after concerns that some participating startups are facilitating insider trading (www.theinformation.com)
2026-4-14 Startup

Sources: data labeling startup Handshake's gross annualized revenue hit ~$1B, vs. $550M in January; Mercor hit a $1B+ gross annualized revenue pace this year (www.theinformation.com)
2026-4-14 Startup

Microsoft says it is “exploring the potential of technologies like OpenClaw in an enterprise context”, including a team of always-on agents within Microsoft 365 (www.theinformation.com)
2026-4-13 Microsoft

Sources: Cisco is in talks to acquire Tel Aviv-based Astrix Security, which sells software to monitor and secure AI agents, for between $250M and $350M (www.theinformation.com)
2026-4-11 AI Cisco

Three senior executives who helped launch OpenAI's Stargate initiative are leaving, sources say to join the same new company (www.theinformation.com)
2026-4-11

Sources: SpaceX lost just under $5B last year while generating more than $18.5B in revenue; the loss figure includes xAI (www.theinformation.com)
2026-4-10 SpaceX

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