Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Embo, which is developing world models for robotics, is in talks to raise a $100M+ seed led by a16z, with Khosla, DST Global, and Striker participating (www.theinformation.com)
2026-3-5 Robot

Source: OpenAI is preparing to launch GPT-5.4, which will feature an “extreme” reasoning mode and a context window of 1M tokens, up from 400K in GPT-5.2 (www.theinformation.com)
2026-3-5

Dario Amodei says Anthropic has a higher retention than OpenAI, emphasizing its “mission” as a way to reinforce staff loyalty and fend off competitors' offers (www.theinformation.com)
2026-3-4

Source: OpenAI is developing an alternative to GitHub; the project is nascent, and the decision came after OpenAI engineers experienced an increase in outages (www.theinformation.com)
2026-3-4 GitHub

Sources: Amazon Publisher Services, which helps websites run ad auctions, is exploring offering technology to help other apps and sites sell ads in AI chatbots (www.theinformation.com)
2026-3-4 Amazon AI chatbot

Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while adhering to Apple's privacy standards (www.theinformation.com)
2026-3-3 Google Apple

Source: OpenAI expects to raise an additional $10B from financial investors by the end of March 2026, bringing its post-investment valuation to $850B (www.theinformation.com)
2026-2-28

Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 (www.theinformation.com)
2026-2-27 Google

Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip (www.theinformation.com)
2026-2-27 AI

Encord, whose software helps companies developing AI models manage training data for robots and other uses, raised $60M at a $500M pre-money valuation (www.theinformation.com)
2026-2-27 AI Robot

Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (www.theinformation.com)
2026-2-26 Nvidia

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)
2026-2-26 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)
2026-2-26 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)
2026-2-26

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)
2026-2-24 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)
2026-2-23

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)
2026-2-21 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)
2026-2-20 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)
2026-2-20 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)
2026-2-19

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)
2026-2-19 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)
2026-2-18 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)
2026-2-18

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)
2026-2-16

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)
2026-2-16

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)
2026-2-14 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

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