Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions (www.theinformation.com)
18 days ago Nvidia

Sources: Stripe recently entered exclusive talks to buy OpenRouter in a cash-and-stock deal that would value the startup for close to $10B (www.theinformation.com)
18 days ago Startup

Source: Muse Spark 1.1 model breached a company's systems during cybersecurity testing; Meta says evaluation partner Irregular caused a sandbox misconfiguration (www.theinformation.com)
19 days ago

Sources: ByteDance founder Zhang Yiming told employees at an all-hands last month that the company will not use model distillation to accelerate capabilities (www.theinformation.com)
19 days ago

Sources: the Trump administration invites staffers from OpenAI, Google, Anthropic, and others to the White House on Tuesday to review the AI oversight framework (www.theinformation.com)
21 days ago Trump Google AI

Alibaba prices Qwen3.8-Max at $2 per 1M input tokens and $6 per 1M output tokens via its API, below Kimi K3's $3/1M input tokens and $15/1M output tokens (www.theinformation.com)
21 days ago Alibaba

Robinhood's prediction markets revenue surged 10x+ YoY to $156M in Q2, topping stock and crypto for the first time as speculators shift to real-world event bets (www.theinformation.com)
21 days ago

Four US states rolled back or paused data center tax incentives, and nine others are weighing repeal measures, potentially adding 7% or more to equipment costs (www.theinformation.com)
22 days ago Tax

Sources: OpenAI demoed a new “Astra” AI model family to US policymakers and regulators this week, touting its improved abilities to complete long-running tasks (www.theinformation.com)
24 days ago AI

Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation (www.theinformation.com)
25 days ago Israel

Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique (www.theinformation.com)
25 days ago Intel AI

Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns (www.theinformation.com)
26 days ago

Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium (www.theinformation.com)
26 days ago

Sources: OpenAI and Anthropic have lobbied the Trump administration to make sure lagging competitors also have to comply with government reviews of their models (www.theinformation.com)
27 days ago Trump

Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell (www.theinformation.com)
27 days ago China Startup Nvidia

Sources: A Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech (www.theinformation.com)
28 days ago China Manufacturing

Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (www.theinformation.com)
2026-7-25 Microsoft AI Nvidia

Amazon shutters its AGI Lab as part of layoffs in its AGI unit earlier this week; the lab's former head David Luan left in February (www.theinformation.com)
2026-7-24 Amazon Layoffs

AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% (www.theinformation.com)
2026-7-24 AI AMD

Sierra acquires Takeoff, which develops “long-horizon” agents, for an undisclosed sum; founded in 2025, Takeoff neared $10M in annualized revenue in early July (www.theinformation.com)
2026-7-24

The US Department of Commerce's BIS is formally investigating whether Chinese companies like Moonshot are accessing advanced US AI chips to train their models (www.theinformation.com)
2026-7-24 China AI

Source: Stripe revenue jumped by a third to $6.8B in 2025, its fastest revenue growth since 2021, with free cash flow up 52% to $3.2B (www.theinformation.com)
2026-7-23

Arcee, which develops open-weight models in the US, partners with the Department of Energy to build Genesis-Science-1, an open model for scientific research (www.theinformation.com)
2026-7-23 Energy

Filing: Monday.com plans to cut 20% of its workforce, or ~600 employees, in H2 2026 to “support a leaner, more focused operational model”; MNDY falls 2% (www.theinformation.com)
2026-7-23

Documents: Meta's internal AI incubator is developing an AI model router, similar to OpenRouter's, to cut costs by sending some AI tasks to lower-cost models (www.theinformation.com)
2026-7-22 AI

Docs: AI data startup Mercor had $614M in gross revenue in H1 2026, up 70% from all of 2025, with ~91% from foundation model makers like OpenAI and Anthropic (www.theinformation.com)
2026-7-22 Startup AI

Sources: Google is developing a specialized server chip, informally dubbed “Frozen v2”, that integrates Gemini AI model blueprints in the silicon, set for 2028 (www.theinformation.com)
2026-7-20 Google AI

Sources: Chinese startup Moonshot AI is seeking formal approval from investors to start a Hong Kong IPO process, which could happen in as soon as six months (www.theinformation.com)
2026-7-20 China Hong Kong IPO Startup AI

Permit hurdles push up costs for AI data centers; Oracle pivoted from gas turbines to costlier fuel cells for its Project Jupiter in NM, costing billions more (www.theinformation.com)
2026-7-19 AI Oracle

How the Trump administration shifted from a “light-touch” approach to AI policy to an interventionist stance that led to restrictions on top AI models in the US (www.theinformation.com)
2026-7-19 Trump AI

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