Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Microsoft quietly becomes one of Anthropic's top clients and was recently on pace to spend nearly $500M/year for Anthropic to power Microsoft products (www.theinformation.com)
2026-1-15 Microsoft

Source details how Apple's Gemini deal works: new Siri features launching in spring and at WWDC, Apple can finetune Gemini, no Google branding, and more (www.theinformation.com)
2026-1-14 Google Apple

Sources: AI chipmaker Cerebras is in talks to raise ~$1B, valuing the startup at $22B before the new investment, up from an $8.1B valuation in September 2025 (www.theinformation.com)
2026-1-14 Startup AI

Sources: China has told some tech companies that it will approve Nvidia H200 chip purchases only under special circumstances, such as for university research (www.theinformation.com)
2026-1-14 China Nvidia

The US House passes a bipartisan bill to expand US export controls to restrict Chinese companies' remote access to US AI chips from data centers outside China (www.theinformation.com)
2026-1-13 China AI

OpenAI acquires Torch, a one-year-old AI healthcare app that aggregates and analyzes medical records; source: OpenAI is paying $100M in equity (www.theinformation.com)
2026-1-13 AI Equity

Amazon files planning documents in Illinois to construct a 225,000 square foot big-box store, a return to a “Target-like” retail concept it previously shelved (www.theinformation.com)
2026-1-10 Amazon Retail

Sources say DeepSeek will launch its next-generation V4 model in the coming weeks and claim it outperformed Anthropic's Claude and OpenAI's GPT series in coding (www.theinformation.com)
2026-1-10

Source: Lambda, which rents access to AI chips and is backed by Nvidia, is in talks to raise $350M+ led by Mubadala Capital, ahead of an IPO planned for H2 2026 (www.theinformation.com)
2026-1-9 IPO AI Nvidia

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)
2026-1-9 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)
2026-1-9 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)
2026-1-8 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)
2026-1-8

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)
2026-1-8 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)
2026-1-7 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)
2026-1-7 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)
2026-1-6 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)
2026-1-2 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)
2026-1-2 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)
2026-1-1 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

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