Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: the Chinese startup behind Manus is in talks with US VC firms and others to raise funding at a $500M+ valuation, up ~5x from its previous valuation (www.theinformation.com)
3 days ago China Startup

Source: Nvidia is in advanced talks to acquire Lepton AI, which rents Nvidia GPU servers, for several hundred million dollars; Lepton raised $11M in 2023 (www.theinformation.com)
4 days ago AI Nvidia

Leaked financial figures: Stripe doubled its free cash flow in 2024 to about $2.2B and grew revenues by about 28% to $5.1B; Chime grew revenues by 31% to $1.7B (www.theinformation.com)
5 days ago

Sources: OpenAI has spoken with Reliance about a potential product and sales partnership in India; Meta also plans to work with Reliance on new AI businesses (www.theinformation.com)
8 days ago India AI

Source: US Senators Dick Durbin and Lindsey Graham plan to introduce a bipartisan bill with wide support that would make Section 230 expire on January 1, 2027 (www.theinformation.com)
10 days ago

Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; one source says Apple has spent $5B+ on content since its 2019 launch (www.theinformation.com)
11 days ago Apple

Source: Liam Fedus, VP of research in charge of post-training at OpenAI, is leaving the company to found a startup focused on using AI to discover new materials (www.theinformation.com)
13 days ago Startup AI

Sources: Google plans to partner with Taiwanese chipmaker MediaTek on its next-gen TPUs, set for 2026, but will still work with Broadcom (www.theinformation.com)
14 days ago Taiwan Google

Crusoe, a startup helping build the first data center for Stargate, says it secured a deal with a gas turbine owner to generate 4.5 gigawatts of energy by 2027 (www.theinformation.com)
14 days ago Energy Startup

Sources: DeepSeek and its hedge fund parent, High-Flyer Capital, forbid some R&D staff from traveling abroad freely, asking them to hand in their passports (www.theinformation.com)
17 days ago

Sources: Oracle is a leading contender to help run TikTok US; ByteDance management prefers Oracle but wants to retain a hands-on role with TikTok's operations (www.theinformation.com)
18 days ago Oracle

Sources: self-driving simulation software provider Applied Intuition is in talks to raise hundreds of millions at a $15B valuation; it reached $400M ARR in 2024 (www.theinformation.com)
19 days ago

Source: Anthropic's annualized revenue grew from $1B at the end of 2024 to $1.4B in early March; Manus uses tools including Claude 3.7 Sonnet to power its agent (www.theinformation.com)
19 days ago

Source: Microsoft is testing out ways to replace OpenAI's models in Copilot with models from other AI labs including xAI, Meta, and DeepSeek (www.theinformation.com)
24 days ago Microsoft AI

Source: Microsoft completed the training of a family of models, codenamed MAI, and is experimenting swapping out the MAI models for OpenAI's models in Copilot (www.theinformation.com)
24 days ago Microsoft

Sources: Larry Page has formed a new company, Dynatomics, to use LLMs to create highly optimized designs for various objects and then have a factory build them (www.theinformation.com)
24 days ago

Source: OpenAI executives have told some investors about plans for a $2,000/month agent, a $10,000/month agent for coding, and a $20,000/month PhD-level agent (www.theinformation.com)
26 days ago

Source: CoreWeave is in talks to acquire Weights & Biases, whose tools help developers build AI apps, for ~$1.7B; Weights & Biases was valued at $1.25B in 2023 (www.theinformation.com)
26 days ago AI

Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage (www.theinformation.com)
27 days ago YouTube Netflix

How Anthropic monitoring its AI models playing Pokémon games is helping the startup's researchers hone their thinking around the development of its agentic tech (www.theinformation.com)
28 days ago Startup AI

Sources: SoftBank plans to borrow $16B to invest in AI, and might borrow another $8B in early 2026, which could strain its already debt-heavy balance sheet (www.theinformation.com)
30 days ago AI

Source: Amazon plans to expand Haul, the ultracheap Temu-like shopping site it launched in the US in November, to countries in Europe starting this year (www.theinformation.com)
30 days ago Europe Amazon

Source: Instagram considers launching a standalone Reels app, improving recommendations, and distributing more three-minute-long videos, to compete with TikTok (www.theinformation.com)
2025-2-27 Instagram

Sources: Meta is in talks to build a new data center campus for AI that could cost over $200B, based on the number of chips and the amount of power for the site (www.theinformation.com)
2025-2-26 AI

Source: data security company Cohesity plans an employee share sale at an $8B valuation and expects to generate $2.2B in revenue in the 12 months ending in July (www.theinformation.com)
2025-2-26

OpenAI told investors that it expects revenue to more than triple in 2025, from $3.7B to over $12.5B; one-third of the revenue growth would come from SoftBank (www.theinformation.com)
2025-2-22

Sources: Alibaba and others approached DeepSeek about funding after its rise, but CEO Liang Wenfeng is cautious; High-Flyer is discussing a pivot from research (www.theinformation.com)
2025-2-20 Alibaba

Sources describe disputes at Google between Google Labs and Workspace before NotebookLM's launch and between Google Cloud and DeepMind over the pace of launches (www.theinformation.com)
2025-2-19 Google

Analysis: Spotify, which reported its first annual profit in 2024, had just €1.8B in ad revenue, 26% above 2022, while subscription revenue grew 35% to €13.8B (www.theinformation.com)
2025-2-18 Spotify

Sources: Anthropic expects to burn $3B in 2025, down from $5.6B in 2024, and make up to $3.7B in revenue in 2025, as it seeks to catch up with OpenAI (www.theinformation.com)
2025-2-15

Previous Page Next Page