Articles from www.theinformation.com

Articles from www.theinformation.com

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

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
2026-1-29 Amazon Microsoft Nvidia

AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing 8 of 13 recommendations and going further than Anthropic's policy (www.theinformation.com)
2026-1-28 AI

Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation (www.theinformation.com)
2026-1-28 AI

Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 (www.theinformation.com)
2026-1-28

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data (www.theinformation.com)
2026-1-27

Source: OpenAI mulls new tools to help business users understand the financial benefits of using its products and has made changes to its sales force strategy (www.theinformation.com)
2026-1-25

Google acquires Common Sense Machines, whose AI models create 3D assets from 2D images, and was last valued at $15M after raising $10M from a16z and others (www.theinformation.com)
2026-1-24 Google AI Asset

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal (www.theinformation.com)
2026-1-24

Source: Binance considers reintroducing stock tokens after removing them in 2021; OKX, Kraken, Bitget, and others are expanding their tokenized stock offerings (www.theinformation.com)
2026-1-24

Yelp acquires Hatch, which charges a monthly fee for AI-powered agents that can respond to customer inquiries and make appointments, for $300M (www.theinformation.com)
2026-1-23 AI

A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026 (www.theinformation.com)
2026-1-23 AI Apple

Sources: Anthropic projected a 40% gross margin from selling AI to companies and devs in 2025, down from earlier estimates of 50% due to higher inference costs (www.theinformation.com)
2026-1-22 AI

Memo: Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI last week, will lead OpenAI's enterprise push, as part of a broader reorganization (www.theinformation.com)
2026-1-22

Sources: Apple is developing an AirTag-sized AI wearable pin with cameras, a speaker, microphones, and wireless charging that could be released as early as 2027 (www.theinformation.com)
2026-1-22 AI Apple

Sources: OpenAI begins offering its chatbot ads to dozens of advertisers, initially charging per ad view, not per ad click, and asks them for <$1M commitments (www.theinformation.com)
2026-1-21 chatbot

Sources: Applied Compute, which lets companies customize models with their own data, is in talks to raise funding at a $1.3B valuation, up from $500M in October (www.theinformation.com)
2026-1-21

Elon Musk and Sam Altman clashed on X after Musk shared a post about a man who committed a murder-suicide following delusional conversations with ChatGPT (www.theinformation.com)
2026-1-21 Elon Musk

Sources: internal Google data shows Gemini API calls surged from 35B in March 2025 to 85B in August 2025; Google says Gemini Enterprise hit 8M subscribers (www.theinformation.com)
2026-1-20 Google

Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (www.theinformation.com)
2026-1-19 Slack

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