Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Nvidia considered a last-minute OpenRouter bid, telling its leadership it was prepared to make a generous offer, but OpenRouter didn't want to wait (www.theinformation.com)
1 day ago Nvidia

Sources: former White House AI adviser Sriram Krishnan is raising a ~$500M fund to back growth- and later-stage US AI companies, prioritizing national security (www.theinformation.com)
1 day ago AI

Elon Musk says Grok Bot will use the “best back end model for any given task, including Claude Opus 5.5, MidJourney, Suno” (www.theinformation.com)
2 days ago Elon Musk

Sources: Meta and Microsoft are working to cut their employees' use of Claude; Meta employees using Claude Code have dropped to ~30K from ~60K earlier this year (www.theinformation.com)
4 days ago Microsoft

Sources: Nico Caprez, son-in-law to Jensen Huang, has rapidly ascended to become an Nvidia VP, serving as Huang's “consigliere” and main contact for neoclouds (www.theinformation.com)
4 days ago Nvidia

A look at China's gray market of token resellers, who use accumulated identities and USDT-funded cards to obtain Claude accounts and route them through proxies (www.theinformation.com)
4 days ago China

A look at Sean Parker's resurrection of Stability AI following Emad Mostaque's ousting, and its new focus on AI for music professionals, backed by major labels (www.theinformation.com)
4 days ago AI

Sources: Anthropic's stock match of employee charity gifts hit $660M+ in the six months through March, likely to reach billions post-IPO, diluting shareholders (www.theinformation.com)
4 days ago IPO

Sources: SpaceX's AI unit held talks about leasing computing capacity to Microsoft, as it fully embraces the neocloud business despite Musk's initial reluctance (www.theinformation.com)
7 days ago Microsoft AI SpaceX

SoftBank made the final $10B investment in its $30B pledge to OpenAI's last funding round; source: Nvidia also made its final $10B investment in the round (www.theinformation.com)
8 days ago Nvidia

Sources: Anthropic has taken the unusual step of ending customers' discounts, which typically reach ~15%, once they hit the usage limits, forcing renegotiations (www.theinformation.com)
8 days ago

Internal data: Meta's Muse now has 3M+ users who submit at least one prompt per week and 1M+ DAUs who have sent at least one prompt (www.theinformation.com)
8 days ago

Sources: Google is paying ~100 digital publishers for how much their content contributes to AI Overviews, AI Mode, and Gemini in a pilot; payments vary widely (www.theinformation.com)
9 days ago Google AI

GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by ARCHIV with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC (www.theinformation.com)
9 days ago Taiwan Nvidia Equity

IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period (www.theinformation.com)
10 days ago IPO Nvidia SpaceX

Sources: China's government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases (www.theinformation.com)
12 days ago China Alibaba Nvidia

Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (www.theinformation.com)
14 days ago Tesla

Sources: AI chip startup DensityAI, founded by ex-Tesla Dojo team members, is in talks to raise hundreds of millions of dollars at a $10B valuation (www.theinformation.com)
14 days ago Startup AI Tesla

Sources: Anthropic asks shareholders to approve a Palantir-style structure granting its seven co-founders 50.1% of voting power if three retain minimum stakes (www.theinformation.com)
14 days ago

Sources: Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation (www.theinformation.com)
15 days ago Startup

Sources: Google, OpenAI, and Anthropic plan to launch an AI safety standards body without government oversight in late 2026 or 2027, and are considering CEOs (www.theinformation.com)
15 days ago Google AI

Sources: DeepSeek's annualized revenue run rate hits $1B, up from less than $500M a few months ago, as it aims to finalize a ~$7.5B fundraise by late October (www.theinformation.com)
15 days ago

Google DeepMind SVP Koray Kavukcuoglu says Gemini 4 is in the early phase of post-training and hopes it will be released “much earlier” than the end of the year (www.theinformation.com)
15 days ago Google

Carnegie China: China passed the US as the top destination for elite AI talent in 2025, rising from 2022's 27.1% share to 40.6%; the US fell from 46.4% to 34.2% (www.theinformation.com)
16 days ago China AI

New York-based Ande, whose AI agents help businesses arrange corporate events for employees or customers, emerges from stealth with $52M in seed and Series A (www.theinformation.com)
16 days ago AI New York

Internal data: Meta's Muse surpassed 500,000 total users, including 250,000 daily active users, with more than 2M prompts submitted in its first week (www.theinformation.com)
17 days ago

Sources: the Cyberspace Administration of China is investigating DeepSeek and Moonshot over alleged data leaks to Anthropic via Claude and has questioned staff (www.theinformation.com)
17 days ago China

Source: Xbox plans to lay off hundreds of employees this week in its second major staff cut in 2026, as it also plans to consolidate several of its game studios (www.theinformation.com)
17 days ago Xbox

Source: before the Hugging Face incident, OpenAI was negotiating a legally binding deal with Anthropic for the companies to stress-test each other's models (www.theinformation.com)
18 days ago

Sources: OpenAI is developing features to counter SpaceX's Grok Bot “teammates”, and has discussed creating a personal AI assistant to compete with Meta's Muse (www.theinformation.com)
18 days ago AI SpaceX

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