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www.theinformation.com
Sources: the US is drafting a rule to close an export controls loophole that lets Chinese companies access AI chips via data centers in countries like Thailand
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www.theinformation.com
)
2026-8-29
China
Thailand
AI
Sources: Cognition is generating ~$900M in annualized revenue, up more than 3x since the start of the year, and executives project it will end 2026 with $1.5B+
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www.theinformation.com
)
2026-8-28
Sources: Anthropic has been working on a plan to allow secondary stock sales in its IPO while also considering lockup periods longer than the standard 180 days
(
www.theinformation.com
)
2026-8-28
IPO
Sources: some Trump administration officials circulated a draft EO to create a self-regulatory organization for AI, but it needs buy-in from Trump and others
(
www.theinformation.com
)
2026-8-28
Trump
AI
Sources: SoftBank is in talks to buy a majority stake in humanoid robot maker 1X at a $6B valuation; 1X sought $1B at a $10B valuation in 2025, but raised <50%
(
www.theinformation.com
)
2026-8-27
Robot
Source: Nvidia has agreed to buy Hugging Face for $12.9B
(
www.theinformation.com
)
2026-8-27
Nvidia
Sources: DeepSeek generated $70.7M in revenue and posted a $106M net loss in the first seven months of 2026, ~10x its full-year 2025 revenue on a $139M net loss
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www.theinformation.com
)
2026-8-26
Tim Cook is set to step down on September 1, and a source says Apple hosted an intimate farewell party; sources say Cook's assistant will work with John Ternus
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www.theinformation.com
)
2026-8-25
Apple
Tim Cook
Docs: Meta plans to launch its version of OpenClaw, codenamed Hatch, in late August or early September and its latest AI model, Watermelon, in October
(
www.theinformation.com
)
2026-8-25
AI
At his first Cursor all-hands, Musk said Grok needs to catch up, AI will become impossible for humans to control, Anthropic is leading the AI race, and more
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www.theinformation.com
)
2026-8-25
AI
Sources: Nvidia is in talks to invest in Perplexity valuing it at $30B+, after weighing a tech licensing deal and staff hires, as Perplexity hits $750M+ in ARR
(
www.theinformation.com
)
2026-8-24
Nvidia
Source: OpenAI's VP of sales in the Americas, Kaylin Voss, resigned a week after Denise Dresser left, prompting others on the sales team to consider resigning
(
www.theinformation.com
)
2026-8-22
Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules
(
www.theinformation.com
)
2026-8-21
China
Nvidia
Anthropic-backed enterprise AI venture Ode is acquiring four-year-old AI consultancy Casper for an undisclosed fee; Ode has 100+ staff after buying Fractional
(
www.theinformation.com
)
2026-8-20
AI
Source: Nvidia has discussed an investment in Mercor as part of a round valuing the startup at $20B; Nvidia paid Mercor tens of millions of dollars last quarter
(
www.theinformation.com
)
2026-8-20
Startup
Nvidia
Google Cloud is deploying context-creating AI agents within its tools to automate tasks handled by forward-deployed engineers; Google is hiring hundreds of FDEs
(
www.theinformation.com
)
2026-8-19
Google
AI
Sources: Anthropic has been preparing to give its co-founders shares with extra voting power to help insulate them from outside pressure, ahead of a planned IPO
(
www.theinformation.com
)
2026-8-19
IPO
Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models
(
www.theinformation.com
)
2026-8-18
Alibaba
Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio
(
www.theinformation.com
)
2026-8-16
IPO
Energy
Nvidia
Sources: Mercor and other firms gathering data for AI labs are driving demand to buy or license internal datasets from startups shutting down or being acquired
(
www.theinformation.com
)
2026-8-16
Startup
AI
A profile of Camilla Clark, quiet adviser to husband Dario Amodei and behind-the-scenes player at Anthropic; she once pitched a porn startup to Jeffrey Epstein
(
www.theinformation.com
)
2026-8-14
Startup
DeepSeek launches V4-Pro, its most advanced model that rivals Kimi K3 on some benchmarks at much lower prices, costing $0.44/1M input and $0.87/1M output tokens
(
www.theinformation.com
)
2026-8-13
Sources: Kalshi is in advanced talks to raise $750M+ co-led by Sequoia Capital and Wellington Management at a $40B valuation; Kalshi was valued at $22B in May
(
www.theinformation.com
)
2026-8-13
Former Alibaba star researcher Junyang Lin launches Shanghai-based Pragmatik Labs to build digital and physical AI agents; Pragmatik hit a $2B valuation in June
(
www.theinformation.com
)
2026-8-12
Alibaba
AI
Shanghai
Source: Kalshi's annualized revenue topped $4B in July, up from $2B+ two months earlier, and its operating expenses totaled $300M in June
(
www.theinformation.com
)
2026-8-12
Sources: David Sacks' Craft Ventures is targeting around $1B for a new fund, its first since Sacks stepped down as the White House AI and crypto czar
(
www.theinformation.com
)
2026-8-12
AI
Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models
(
www.theinformation.com
)
2026-8-12
China
Nvidia
Brad Lightcap, who most recently led OpenAI's special projects division and formerly was its COO, says he is leaving the company “to start something new”
(
www.theinformation.com
)
2026-8-12
Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised $40M led by Sequoia at a $300M valuation
(
www.theinformation.com
)
2026-8-12
Apple
Manus says it will “soon return to operating as an independent company”, implying it is close to finalizing the reversal of its acquisition by Meta
(
www.theinformation.com
)
2026-8-12
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