Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: OpenAI considered making a browser, discussed deals to power AI features on Samsung devices and search on sites and apps from Condé Nast and others (www.theinformation.com)
1 day ago Samsung AI Browser

Source: Databricks has told investors it is looking to raise $7B to $9B at a ~$61B valuation, to cash out employees that hold restricted stock units (www.theinformation.com)
3 days ago

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems (www.theinformation.com)
5 days ago Nvidia

Sources: Meta plans to launch ads on Threads in early 2025; Meta's public statements imply any ad rollout for Threads next year will be slow (www.theinformation.com)
9 days ago

Sources: execs at xAI rivals were alarmed by how fast Elon Musk set up the 100K GPU cluster Colossus; a source says Sam Altman argued with Microsoft over it (www.theinformation.com)
9 days ago Microsoft Elon Musk

Sources: more than a year before the election, TikTok execs revamped moderation rules and trust and safety staff to make TikTok more appealing to Trump fans (www.theinformation.com)
11 days ago Trump

Sources: the jump in quality from GPT-4 to Orion is far smaller than the jump from GPT-3 to GPT-4; Orion may not outperform predecessors in tasks like coding (www.theinformation.com)
13 days ago

Source: Amazon is discussing a second multibillion-dollar investment in Anthropic, but wants Anthropic to use a large number of servers powered by Amazon chips (www.theinformation.com)
15 days ago Amazon

A ~12% stock rally on November 5 lifted Reddit's market cap to $21.5B, making Reddit more valuable than Snap, which has 4x as many users and 4x as much revenue (www.theinformation.com)
16 days ago Reddit

T-Mobile to use OpenAI tech for a customer service bot slated for next year that can refer to customer-specific data, and will pay OpenAI $100M over three years (www.theinformation.com)
18 days ago Mobile

Sources: ByteDance's international revenue grew 60%+ YoY to about $17B in H1 2024, and overall revenue grew 35% to about $73B, after growing 40% in H1 2023 (www.theinformation.com)
18 days ago

Filing: US regulators block a proposal related to AWS' deal to buy nuclear power for data centers in Pennsylvania over grid reliability and other concerns (www.theinformation.com)
20 days ago

CoreWeave told investors its signed contracts are worth $17B, including $10B by Microsoft from 2023 to 2030, and it expects revenue to grow 4x to $8B in 2025 (www.theinformation.com)
21 days ago Microsoft

Sources: in a first, Apple is using an Indian factory to do the early manufacturing work for the base model of the iPhone 17; the iPhone 17 Pro remains in China (www.theinformation.com)
24 days ago China India iPhone Apple Manufacturing

Source: Meta is working on a search engine that provides conversational answers about current events for Meta AI users, to reduce its reliance on Google (www.theinformation.com)
25 days ago Google AI

Sources: Google plans to preview an AI product codenamed Jarvis, which takes over a user's web browser to complete tasks like booking a flight, in December (www.theinformation.com)
27 days ago Google AI Browser

Source: Perplexity CEO told staff in 2023 that it had acquisition offers from X, OpenAI, and Notion, in the $150M to $200M range; Microsoft was also interested (www.theinformation.com)
28 days ago Microsoft

Sources: Apple has sharply scaled back Vision Pro production since early summer, and could stop making the existing version entirely by the end of 2024 (www.theinformation.com)
30 days ago Apple

Sources: Shein's revenue growth slowed to 23% YoY to $18B in H1 2024 and its profit declined 70%+ YoY to just under $400M, as competition with Temu intensifies (www.theinformation.com)
30 days ago

A look at Greg Brockman's role at OpenAI, as his return from a sabbatical nears; sources: OpenAI CFO thinks Apple pulled out of fundraising due to Murati's exit (www.theinformation.com)
2024-10-19 Apple

LinkedIn woos publishers, testing a “News Banner” on its mobile app feed and a video ad program that sources say will earn Bloomberg and WSJ $2M+ each in 2024 (www.theinformation.com)
2024-10-19 LinkedIn Mobile

Sources: the US is probing if TSMC has been making AI or smartphone chips for Huawei in breach of US sanctions, including Huawei buying chips via intermediaries (www.theinformation.com)
2024-10-18 AI

Sources detail how Nvidia and TSMC's lucrative AI alliance is showing signs of stress as AI booms; sources say Nvidia found flaws in TSMC-made Blackwell chips (www.theinformation.com)
2024-10-17 AI Nvidia

UK filings: Google DeepMind's operating profit rose 91% YoY to £136M in 2023, after Google Brain merger; Alphabet's Isomorphic Labs had £60.4M loss, up 3x+ YoY (www.theinformation.com)
2024-10-16 Google Alphabet

Sources: Pittsburgh-based Abridge, which uses AI to transcribe doctors' conversations with their patients, raised $250M at a $2.5B pre-money valuation (www.theinformation.com)
2024-10-15 AI

Sources: OpenAI's research organization is in upheaval after the promotion of Liam Fedus to lead post-training, with several researchers asking to switch teams (www.theinformation.com)
2024-10-15

Source: SoftBank's Vision Fund has agreed to invest $500M in OpenAI's latest funding round, SoftBank's first investment in OpenAI, which is raising $6.5B (www.theinformation.com)
2024-10-1

Source: Amazon exceeded its goal of $1.8B in ad-spending commitments for its video-streaming offerings, including Thursday Night Football, in the coming year (www.theinformation.com)
2024-9-27 Amazon

Source: a demo of Sora initially took 10+ minutes to make a 1-minute clip; source: OpenAI execs spoke of training an improved Sora that could quickly make clips (www.theinformation.com)
2024-9-26

Sources: some key staff working on Microsoft's distilled AI models like Phi, trained on synthetic data, have left the Microsoft AI unit led by Mustafa Suleyman (www.theinformation.com)
2024-9-25 Microsoft AI

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