Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: DeepSeek CEO Liang Wenfeng says training on Huawei chips is one of DeepSeek's biggest bets and Huawei is set to deliver training chips in Q4 or Q1 2027 (www.theinformation.com)
18 days ago 4Q

Sources: Alibaba names senior AI researcher Dayiheng Liu as the head of its Qwen project, bringing clarity after multiple reorganization rounds earlier in 2026 (www.theinformation.com)
18 days ago Alibaba AI

Nine drone startups, including Eric Schmidt-founded Perennial, will split US DoD orders for 60,000 drones in a competition that requires no China-made parts (www.theinformation.com)
18 days ago China Startup Drone

Sources: ByteDance's H1 2026 net profit dropped by a single-digit percentage YoY to $20B and revenue rose ~30% YoY to $120B; its 2025 revenue rose 29% to ~$200B (www.theinformation.com)
19 days ago

Sources: Palmer Luckey-backed Erebor Bank ended its free stablecoin-to-cash redemption offer after crypto trading firms like Wintermute used it for arbitrage (www.theinformation.com)
19 days ago

Some developers are using the Claude Code harness to access cheaper non-Anthropic models, such as OpenAI's GPT-5.6 Sol, via proxies and services like OpenRouter (www.theinformation.com)
19 days ago

Sources: Meta plans to release a camera-free pair of smart glasses this fall; the new glasses model has six microphones to let users speak with Meta AI and Muse (www.theinformation.com)
19 days ago AI

Sources: AI assistant Instinct maker Spear Street seeks to raise $1B at a ~$10B valuation, up from $2.25B in August; Sequoia and Benchmark may lead the round (www.theinformation.com)
19 days ago AI

Sources: Apple is developing AI servers that could use M8 Ultra chips connected via Nvidia's NVLink Fusion, with plans to sell them to developers and others (www.theinformation.com)
19 days ago AI Apple Nvidia

Source: OpenAI staff expect the Hodge Conjecture, a Millennium Prize Problem, to be solved relatively soon, after solving the Navier-Stokes equations (www.theinformation.com)
19 days ago

Source: Beijing-based Naive AI, which plans to release its first LLM as early as September, is now valued at $1.4B+ after raising $400M across three rounds (www.theinformation.com)
19 days ago AI

Sources: Anthropic, OpenAI, and Google have held working group meetings since July to discuss creating an industry-led standards body for AI (www.theinformation.com)
25 days ago Google AI

Source: AI assistant Instinct is looking to raise $1B in new funding after recently raising $250M, as it seeks more computing power amid capacity constraints (www.theinformation.com)
28 days ago AI

Sources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs (www.theinformation.com)
29 days ago SpaceX

Sources: Jeffrey Katzenberg, ex-OpenAI Sora head Bill Peebles, and ex-Dropbox CFO Sujay Jaswa plan to launch a startup to train AI video models for filmmakers (www.theinformation.com)
29 days ago Startup AI Dropbox

Sources: China Securities Regulatory Commission is informally tightening IPO approvals for humanoid startups after a volatile debut by industry leader Unitree (www.theinformation.com)
30 days ago China IPO Startup

Source: Gimlet Labs raised its $300M round after telling investors OpenAI may spend $100M+ annually on its services; OpenAI says it's not a paying customer yet (www.theinformation.com)
30 days ago

Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade (www.theinformation.com)
2026-9-7

Sources: Mira Murati's Thinking Machines Lab is in talks to raise $1B+ at a $40B+ pre-money valuation, lower than the $50B+ valuation it sought last year (www.theinformation.com)
2026-9-4

China-based Moonshot filed confidentially for a Hong Kong IPO; source: the company is in talks to raise a pre-IPO funding round at a $50B valuation (www.theinformation.com)
2026-9-3 China Hong Kong IPO

Source: OpenAI's Astra model uses “recurrent depth”, a technique that improves cost and performance but obscures the AI's reasoning, making it harder to monitor (www.theinformation.com)
2026-9-2 AI

Wafer, which makes AI agents that optimize open-source models for a business's workload, raised a $40M Series A, a source says at a $200M+ valuation (www.theinformation.com)
2026-9-2 AI

Shein ends flat at ~$6.20 per share on its first day of trading on the Hong Kong stock exchange, giving it a $26B market cap after raising $1.7B in its IPO (www.theinformation.com)
2026-9-1 Hong Kong IPO

Hong Kong-listed Z.ai reports H1 2026 revenue up 5x YoY to ~$142M, with “open platform and API revenue” up 28x to ~$122M, and net loss down 12% YoY to ~$308M (www.theinformation.com)
2026-9-1 Hong Kong AI

Reframe, which uses AI and industrial robot arms to make modular homes in a factory, raised a $40M Series A extension round led by Energy Impact Partners (www.theinformation.com)
2026-9-1 Energy AI Robot

Sources: CXMT has begun producing HBM3E memory chips in small quantities and plans to expand production in 2027, a major advance for China's chip industry (www.theinformation.com)
2026-9-1 China

Sources: OpenAI starts letting some major customers pay only when its AI completes tasks, as Salesforce and other AI providers test outcome-based pricing (www.theinformation.com)
2026-8-31 AI Salesforce

Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs (www.theinformation.com)
2026-8-31 AI Apple Nvidia

Job listings and other indicators: SpaceX is working on a Bastrop, TX foundry to build blades for large gas turbines, which could ease its AI power crunch (www.theinformation.com)
2026-8-30 AI SpaceX

Cursor co-founder Michael Truell says OpenAI represents just 5% of Cursor's traffic and Cursor trusted OpenAI to be “neutral”; Musk says he “couldn't care less” (www.theinformation.com)
2026-8-30

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