Articles from www.theinformation.com

Articles from www.theinformation.com

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)
4 hours ago 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)
1 day ago 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)
2 days ago

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)
5 days ago 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)
6 days ago

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)
6 days ago China Hong Kong Taiwan Alibaba Salesforce Slack

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
6 days ago Nvidia

Sources: Coinbase is preparing to launch a prediction market powered by Kalshi to allow its clients to bet on events such as elections and sports (www.theinformation.com)
6 days ago Coinbase

Gemini co-lead Oriol Vinyals says Gemini 3's gains come from better pre-training and post-training, contradicting the idea that pre-training gains are falling (www.theinformation.com)
7 days ago

Sources: Databricks is in talks to raise money at a valuation of more than $130B, up about 30% from September when it raised a $1B Series K at a $100B valuation (www.theinformation.com)
8 days ago

Sources: Mira Murati's Thinking Machines Lab is in talks with potential investors to raise about $5B and is aiming for a valuation of at least $50B (www.theinformation.com)
8 days ago

Coding assistant startup Sourcegraph says ads in its free tier are generating $5M to $10M in annualized revenue; the ad-supported tier was launched in October (www.theinformation.com)
8 days ago Startup

Dealogic: 51 US tech IPOs raised $16.8B in 2025, driven by AI and crypto, above the past three-year average but far below 2021's 127 IPOs raising $74.4B (www.theinformation.com)
10 days ago IPO AI

Sources: Apptronik, a humanoid robot maker backed by Google, is in the process of raising at least $400M led by B Capital at a $5B pre-money valuation (www.theinformation.com)
11 days ago Google Robot

Elon Musk says Grok 5 would be released “in Q1 sometime”, later than a deadline he previously set of releasing the model by the end of 2025 (www.theinformation.com)
11 days ago Elon Musk

Sources: OneTrust, which sells privacy and compliance software and was last valued at $4.5B in 2023, is exploring a sale, possibly to private equity buyers (www.theinformation.com)
12 days ago Equity

Search and browser startup Brave says it has passed $100M in annualized revenue in Q1, and had 100M MAUs as of September, up from 77M at the end of 2024 (www.theinformation.com)
15 days ago Startup Browser

Source: Blue Owl's Digital Infrastructure funds are investing ~$3B in a New Mexico-based Stargate data center, set to consume 4.5GW, as Blue Owl expands into AI (www.theinformation.com)
15 days ago Mexico AI

Sources: Apple may add a second camera to the next iPhone Air, possibly set for spring 2027 release alongside the iPhone 18 and 18e, to address user complaints (www.theinformation.com)
15 days ago iPhone Apple

Sources: Apple is delaying the release of the next version of the iPhone Air, originally planned for fall 2026, after the first model sold below expectations (www.theinformation.com)
15 days ago iPhone Apple

You.com CEO Richard Socher is working on a new AI lab to automate AI research, and, sources say, hopes to raise $1B for it; Socher will remain at You.com (www.theinformation.com)
18 days ago AI

Sources: Google Gemini co-lead Noam Shazeer clashed with colleagues on internal forums over topics like gender and Gaza; moderators deleted some of his comments (www.theinformation.com)
19 days ago Google

Sources: the White House has told others in the government it won't allow Nvidia to sell its scaled-down AI chip B30A to China, despite Trump's hints he might (www.theinformation.com)
19 days ago Trump China AI Nvidia

Sources: data center startup Crusoe is arranging an employee share sale involving ~$120M worth of shares that values it at ~$13B, up from $10B+ just weeks ago (www.theinformation.com)
20 days ago Startup

Source: Anthropic projects revenues of up to $70B in 2028, up from ~$5B in 2025, and expects to become cash flow positive as soon as 2027 (www.theinformation.com)
21 days ago

Deel names ex-Credit Karma CEO Joe Kauffman as CFO ahead of a potential IPO, replacing Deel CEO Alex Bouaziz's father Philippe, who becomes executive chairman (www.theinformation.com)
22 days ago IPO

Court documents: in a deposition, Ilya Sutskever documented significant internal conflicts at OpenAI prior to Sam Altman's firing and discusses his OpenAI exit (www.theinformation.com)
23 days ago

China is expediting IPO approvals amid its AI rivalry with the US, recently approving listings for chip designers MetaX and Moore Threads in just three months (www.theinformation.com)
28 days ago China IPO AI

Memo: California's AG says OpenAI's restructuring has “no impact” on other cases, likely referring to Elon Musk's lawsuit against OpenAI over its restructuring (www.theinformation.com)
28 days ago Elon Musk California

Sources: AI chip startup SambaNova is exploring a sale after it struggled to complete a fundraising round; SambaNova was last valued at $5B in 2021 (www.theinformation.com)
2025-10-26 Startup AI

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