Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Tencent is developing a top-secret AI agent for WeChat, and has tested using models from Zhipu, Alibaba, and DeepSeek, to compete with Qwen and Doubao (www.theinformation.com)
8 hours ago Alibaba AI WeChat Tencent

Source: Spark Capital, the first VC firm to back Anthropic in 2023, is raising about $3B in new funds, 50% more than the size of funds it raised two years ago (www.theinformation.com)
19 hours ago

The war in Iran is complicating plans by Gulf nations to spend $300B+ on AI investments, putting at risk a potential source of funding for tech companies (www.theinformation.com)
1 day ago AI Iran

Financial figures shared with prospective investors: Anduril expects its revenue to grow 100% in 2026 to ~$4.3B, and its operating loss to rise by ~50% to $1.2B (www.theinformation.com)
3 days ago

Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (www.theinformation.com)
3 days ago

Sources: Together AI is in talks to raise ~$1B at a $7.5B pre-money valuation, up from $3.3B in 2025; its annualized revenue has hit ~$1B, up 3x+ from mid-2025 (www.theinformation.com)
4 days ago AI

OpenAI is scaling back shopping directly inside ChatGPT via Instant Checkout by having checkouts instead take place in the specific apps that plug into ChatGPT (www.theinformation.com)
5 days ago

Sources: OpenAI topped $25B in annualized revenue by end-February, up from $21.4B at end-2025; it annualizes by multiplying the last four weeks' revenue by 12 (www.theinformation.com)
5 days ago

Sources: OpenAI has picked two law firms to prepare its IPO, which could come as soon as Q4, in one of its first concrete steps toward a public listing (www.theinformation.com)
5 days ago IPO 4Q

Sources: OpenAI has held early talks with The Trade Desk to sell ads, and it has projected ads could help double consumer ChatGPT revenue this year to $17B (www.theinformation.com)
5 days ago

Leaked Friday memo: Dario Amodei called OpenAI's DOD deal “safety theater”, said DOD dislikes Anthropic in part for not giving “dictator-style praise to Trump” (www.theinformation.com)
5 days ago Trump

Source: Embo, which is developing world models for robotics, is in talks to raise a $100M+ seed led by a16z, with Khosla, DST Global, and Striker participating (www.theinformation.com)
6 days ago Robot

Source: OpenAI is preparing to launch GPT-5.4, which will feature an “extreme” reasoning mode and a context window of 1M tokens, up from 400K in GPT-5.2 (www.theinformation.com)
6 days ago

Dario Amodei says Anthropic has a higher retention than OpenAI, emphasizing its “mission” as a way to reinforce staff loyalty and fend off competitors' offers (www.theinformation.com)
6 days ago

Source: OpenAI is developing an alternative to GitHub; the project is nascent, and the decision came after OpenAI engineers experienced an increase in outages (www.theinformation.com)
6 days ago GitHub

Sources: Amazon Publisher Services, which helps websites run ad auctions, is exploring offering technology to help other apps and sites sell ads in AI chatbots (www.theinformation.com)
7 days ago Amazon AI chatbot

Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while adhering to Apple's privacy standards (www.theinformation.com)
8 days ago Google Apple

Source: OpenAI expects to raise an additional $10B from financial investors by the end of March 2026, bringing its post-investment valuation to $850B (www.theinformation.com)
11 days ago

Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 (www.theinformation.com)
11 days ago Google

Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip (www.theinformation.com)
12 days ago AI

Encord, whose software helps companies developing AI models manage training data for robots and other uses, raised $60M at a $500M pre-money valuation (www.theinformation.com)
12 days ago AI Robot

Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (www.theinformation.com)
12 days ago Nvidia

Sources: Amazon plans to invest up to $50B in OpenAI, $35B of which could hinge on an IPO or AGI milestone; OpenAI is discussing custom models for Amazon (www.theinformation.com)
12 days ago Amazon IPO

OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years (www.theinformation.com)
12 days ago AI Apple

Sources: Saronic, which is building autonomous warships, is raising up to $1.5B at a ~$7.5B pre-money valuation; Saronic was last valued at $3.4B a year ago (www.theinformation.com)
12 days ago

Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April (www.theinformation.com)
14 days ago IPO AI

OpenAI scrambled for compute power after the Stargate project stalled; sources: OpenAI still plans to build its own data centers, but not in the near future (www.theinformation.com)
15 days ago

Sources: OpenAI has 200+ people working on AI devices, including a smart speaker priced between $200 and $300, possibly smart glasses and a smart lamp (www.theinformation.com)
18 days ago AI

Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (www.theinformation.com)
19 days ago AI Goldman AMD

ZaiNar, a developer of a GPS alternative that uses Wi-Fi and 5G to provide location data, raised $10M at a $1B valuation, bringing its total funding to $100M (www.theinformation.com)
19 days ago 5G GPS

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