Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Tencent tells staff that Yao Shunyu, an ex-OpenAI researcher who joined in September, is now its chief AI scientist, reporting to President Martin Lau (www.theinformation.com)
2025-12-17 AI Tencent

Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium chips; Microsoft keeps rights to sell OpenAI models (www.theinformation.com)
2025-12-17 Amazon Microsoft

A look at Apple's iPhone roadmap; sources say the iPhone 18 Pro lineup will get under-screen Face ID, and the front camera will move to the top-left corner (www.theinformation.com)
2025-12-17 iPhone Apple Face ID

Sources: xAI has created an enterprise AI sales group, but xAI's lack of experience in selling to big businesses is holding potential customers back (www.theinformation.com)
2025-12-16 AI

Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B (www.theinformation.com)
2025-12-15 Oracle

Source: OpenEvidence, which offers an AI chatbot for doctors, is raising $250M at a $12B valuation, up from $6B in Oct., and has $150M in annualized ad revenue (www.theinformation.com)
2025-12-13 AI chatbot

Source: livestream shopping app Whatnot nears ~$1B in revenue for 2025; Whatnot says it has passed $6B in gross sales this year, more than doubling 2024's sales (www.theinformation.com)
2025-12-13

Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading (www.theinformation.com)
2025-12-13

Sources: in recent months, Tencent aggressively hired AI researchers from ByteDance, including offering to double their salaries, and reorganized its AI team (www.theinformation.com)
2025-12-12 AI Tencent

Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries (www.theinformation.com)
2025-12-10 China AI Nvidia

Source: ChatGPT has ~900M weekly active users; Sensor Tower: Gemini MAUs grew ~30% to 346M between August and November while ChatGPT's rose ~5% to 810M (www.theinformation.com)
2025-12-10 Sensor

Source: Anthropic, OpenAI, Google, Microsoft, and more are set to unveil the Agentic AI Foundation to build open-source AI agent standards as soon as this week (www.theinformation.com)
2025-12-10 Google Microsoft AI

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell (www.theinformation.com)
2025-12-6 Microsoft

Sources: SpaceX has told investors and financial institution representatives that it is aiming for an IPO in the second half of 2026 (www.theinformation.com)
2025-12-6 IPO SpaceX

Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness (www.theinformation.com)
2025-12-5 Google AI

Sources: multiple Microsoft divisions lowered how much salespeople are supposed to grow sales of certain AI products after missing growth targets, a rare move (www.theinformation.com)
2025-12-4 Microsoft AI

ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March (www.theinformation.com)
2025-12-3 Startup

Sources: Anthropic is in talks to buy developer tool startup Bun for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue (www.theinformation.com)
2025-12-3 Startup

Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations (www.theinformation.com)
2025-12-3

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads (www.theinformation.com)
2025-12-2

Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025 (www.theinformation.com)
2025-12-2 Startup AI

Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (www.theinformation.com)
2025-12-1 AI

A profile of Klay, whose app will let users remake songs using AI; Klay has raised ~$10M and is the first AI startup to close deals with the three major labels (www.theinformation.com)
2025-11-30 Startup AI

Sources: ServiceNow is in advanced talks to buy corporate data management and security startup Veza for $1B+ in a deal as early as next week (www.theinformation.com)
2025-11-27 Startup

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (www.theinformation.com)
2025-11-26 China Nvidia

Sources: Google has begun pitching customers, including Meta and big financial institutions, on the idea of using TPUs in their own data centers (www.theinformation.com)
2025-11-25 Google

Sources: Kalshi told investors that its trading volume grew six times in the last six months and it is on an annualized pace for $600M to $700M in net revenue (www.theinformation.com)
2025-11-24

Internal memo: Sam Altman told OpenAI employees last month that Google's recent progress in AI could “create some temporary economic headwinds for our company” (www.theinformation.com)
2025-11-21 Google AI

Sources: SoftBank plans to invest up to $3B to remodel an EV plant in Lordstown, Ohio, that will produce equipment for OpenAI's forthcoming US data centers (www.theinformation.com)
2025-11-21

Sources: Salesforce's Slack tells customers in China, Hong Kong, Macau, and Taiwan that they must migrate their accounts to partner Alibaba before February (www.theinformation.com)
2025-11-20 China Hong Kong Taiwan Alibaba Salesforce Slack

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