Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Applied Compute, which helps companies customize models with their data, is in talks to raise “hundreds of millions” led by Elad Gil at a ~$3B valuation (www.theinformation.com)
2026-8-11

Sources: Microsoft plans to unveil its next-gen Maia 300 AI chip this fall, potentially as soon as September, and is negotiating with TSMC to make 300K+ in 2027 (www.theinformation.com)
2026-8-10 Microsoft AI

US data center bans top 500, up from 300+ in late June, as New York and Texas join cities and counties pushing back against data center development (www.theinformation.com)
2026-8-10 New York Texas

Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (www.theinformation.com)
2026-8-8 Nvidia Texas

Sources: Cursor told staff on Thursday that SpaceX could complete its $60B acquisition as soon as next week and the Cursor brand name will likely be phased out (www.theinformation.com)
2026-8-8 SpaceX

Sources: legal AI startup Harvey is in talks to raise $500M+ at a $15.5B valuation, up from $11B in March, and is generating $350M+ in annualized revenue (www.theinformation.com)
2026-8-8 Startup AI

Sources: Canva slashed revenue growth forecast as heavy use of new AI features drove up costs and slowed their rollout, while more Canva users turned to ChatGPT (www.theinformation.com)
2026-8-7 AI

Sources: Panthalassa, which aims to power data centers in the ocean using energy generated by waves, is raising $225M at a ~$2B valuation, up from $1B in May (www.theinformation.com)
2026-8-7 Energy

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)
2026-8-7 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)
2026-8-7 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)
2026-8-6

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)
2026-8-5

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)
2026-8-4 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)
2026-8-3 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)
2026-8-3

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)
2026-8-3 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)
2026-8-1 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)
2026-7-31 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)
2026-7-30 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)
2026-7-29

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)
2026-7-29

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)
2026-7-28 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)
2026-7-28 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)
2026-7-27 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

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