Articles from www.theinformation.com

Articles from www.theinformation.com

a16z hires ex-VMware CEO Raghu Raghuram as general partner overseeing AI infrastructure and growth investments and as a managing partner, replacing Scott Kupor (www.theinformation.com)
2 days ago VMware AI

Data from 300K+ pull requests shows OpenAI is catching up to Anthropic in AI coding: Codex has a 74.3% success rate vs. Claude Code's 73.7% in code approvals (www.theinformation.com)
3 days ago AI

Sources: Cursor-maker Anysphere is considering investment offers at a ~$30B valuation; Cursor generates $500M in ARR as of June, third highest for an AI app (www.theinformation.com)
3 days ago AI

Relace, which makes tools and specialized language models to help AI agents code faster for customers like Lovable and Figma, raised a $23M Series A led by a16z (www.theinformation.com)
3 days ago AI

Sources: Tesla abandoned Elon Musk's goal to make thousands of Optimus robots in 2025 due to significant technical challenges, especially with the robots' hands (www.theinformation.com)
5 days ago Tesla Robot Elon Musk

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
5 days ago Oracle Nvidia

Sources: Meta angered FAIR staff by requiring extra review of research before publishing; Yann LeCun considered resigning over Meta's broader AI changes (www.theinformation.com)
9 days ago AI

Financial disclosures to investors suggest OpenAI generated ~$4.3B in revenue in H1 2025, 16% more than all of 2024, and burned $2.5B, largely due to R&D costs (www.theinformation.com)
12 days ago

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (www.theinformation.com)
14 days ago Startup Nvidia

Sources: data integration company Fivetran is in talks to acquire data management company dbt Labs in a deal valuing the combined entity at between $5B and $10B (www.theinformation.com)
14 days ago

Sources: Meta is considering using Google's Gemini and open-source Gemma AI models to improve its ad summarization and recommendation system (www.theinformation.com)
16 days ago Google AI

Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them (www.theinformation.com)
18 days ago AI Nvidia

Sources: humanoid robotics startup 1X is seeking to raise up to $1B at a $10B+ valuation, more than 12x its previous valuation from a January financing (www.theinformation.com)
19 days ago Startup Robot

Distyl AI, which provides AI tools to automate business processes like HR management, raised $175M led by Lightspeed and Khosla Ventures at a $1.8B valuation (www.theinformation.com)
19 days ago AI

Perplexity struggles to scale its shopping and ad businesses nearly a year after launching ad sales and in-app purchasing, frustrating marketers and merchants (www.theinformation.com)
22 days ago

Sources: Apple told at least two suppliers to boost their daily output of entry-level iPhone 17 by at least 30%, after strong pre-orders last weekend (www.theinformation.com)
22 days ago iPhone Apple

Sources: OpenAI plans to spend ~$100B on backup servers from cloud providers through 2030, in addition to the $350B already projected for server rentals (www.theinformation.com)
23 days ago

Sources: OpenAI is recruiting from Apple's design, manufacturing, and supply chain teams, as it targets late 2026 or early 2027 for its first devices (www.theinformation.com)
23 days ago Apple Manufacturing

Report: at an xAI meeting, Elon Musk and his executives said the Grok chatbot has 64M monthly users; OpenAI said in August that ChatGPT had 700M weekly users (www.theinformation.com)
23 days ago chatbot Elon Musk

OpenAI projects that it will reduce the revenue share it pays to Microsoft from 20% this year to ~8% by 2030, potentially retaining over $50B more in revenue (www.theinformation.com)
28 days ago Microsoft

Sources: Anthropic scrapped plans to hire a Republican for its top policy role, instead choosing an Obama alumn as it adopts a cooler stance towards Trump (www.theinformation.com)
29 days ago Trump Republican

Source: Nvidia is scaling back DGX Cloud to primarily internal R&D use; DGX Cloud was initially envisioned to compete with major cloud providers like AWS (www.theinformation.com)
29 days ago Nvidia

Sources: Polymarket considers an offer valuing it at ~$9B, up from $1B in the summer; Kalshi is close to raising money at a $5B valuation, up from $2B in June (www.theinformation.com)
29 days ago

Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia (www.theinformation.com)
30 days ago Alibaba AI Nvidia

In 2030, OpenAI projects $200B in revenue, with R&D spending hitting ~45% of that, or ~$90B; R&D costs of Alphabet and others are currently 10%-20% of revenue (www.theinformation.com)
30 days ago Alphabet

Source: Perplexity has secured commitments from investors for $200M in new funding at a $20B valuation (www.theinformation.com)
2025-9-11

Sources: Amazon is developing consumer AR glasses codenamed Jayhawk with microphones, speakers, a camera, and color display, set for late 2026 or early 2027 (www.theinformation.com)
2025-9-10 Amazon AR

Sources: Sequoia stands to gain about $2.65B in Klarna's IPO, a six-fold return on its total investment of ~$500M; it is selling ~2% of its stake in the IPO (www.theinformation.com)
2025-9-10 IPO

Sources: Microsoft will use Anthropic's models for some AI features in Office 365 apps, after finding Claude Sonnet 4 outperforms GPT-5 in some tasks (www.theinformation.com)
2025-9-10 Microsoft AI

OpenAI told investors that it projects its cash burn this year through 2029 will rise to a total of $115B, about $80B higher than it previously expected (www.theinformation.com)
2025-9-6

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