Articles from www.theinformation.com

Articles from www.theinformation.com

Source: OpenAI engineers earlier this month told some colleagues they had figured out a way to more than halve the cost of inference (www.theinformation.com)
2026-7-1

Sources: AI video startup Higgsfield is in talks to raise $300M to $500M at a $5B pre-money valuation, more than 4x its valuation in a January 2026 round (www.theinformation.com)
2026-6-30 Startup AI

Sources: Amazon is weighing using OpenAI's and its own Nova models to cut costs after Anthropic raised prices for using its models in Amazon products (www.theinformation.com)
2026-6-30 Amazon

Internal documents: Meta is placing strict limits on how engineers in its applied AI division can use Claude Code and Codex, fearing inadvertent distillation (www.theinformation.com)
2026-6-29 AI

Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (www.theinformation.com)
2026-6-29 Hong Kong IPO

Sources: Salesforce staff worry Anthropic's Claude Tag could cannibalize Slackbot and give the AI firm more leverage over the enterprise software industry (www.theinformation.com)
2026-6-28 AI Salesforce

AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged (www.theinformation.com)
2026-6-27 AI Nvidia

Sources: DeepSeek's $7.4B raise was prompted by the release of Mythos as CEO Liang Wenfeng realized DeepSeek couldn't compete without a massive war chest (www.theinformation.com)
2026-6-27

Source: Google is asking publishers that test new AI features in Google News to grant it broad rights to their content, including to potentially train AI models (www.theinformation.com)
2026-6-26 Google AI

Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT 5.6 over security concerns, approving “access customer by customer” (www.theinformation.com)
2026-6-26

Sources: Google expands the scope of its months-old AI coding strike team to “midtraining” to better compete with Anthropic, after key executive departures (www.theinformation.com)
2026-6-25 Google AI

SambaNova Executive Chairman Lip-Bu Tan says the AI chip startup is set to raise $800M to $1B, sources say at a ~$10B valuation, up from $2B in February (www.theinformation.com)
2026-6-25 Startup AI

RunPod, which rents access to non-Nvidia servers, raised $100M led by Summit Partners at a $1B valuation, a source says up from $100M after its seed in 2024 (www.theinformation.com)
2026-6-25 Nvidia

xLight, a startup developing advanced lasers for EUV machines, told investors that it is in talks to raise $350M led by Boardman Bay and Bain Capital (www.theinformation.com)
2026-6-24 Startup

ByteDance unveils Seedance 2.5 in Beijing, saying the AI video model can generate 30-second clips from up to 50 reference materials, up from 12 for Seedance 2.0 (www.theinformation.com)
2026-6-23 AI

A profile of Sarah Polcz, the UC Davis law professor that Bernie Sanders' team consulted while developing his AI sovereign wealth fund proposal (www.theinformation.com)
2026-6-22 AI

Source: Morgan Stanley is pitching data center developers to use leveraged loans rather than bonds, and estimates ~$15B will be issued this year in such loans (www.theinformation.com)
2026-6-22 Morgan Stanley

Docs: OpenAI burned through $3.7B in Q1, on revenue of $5.7B, and ended the quarter with $73B+ in cash and marketable securities vs. $40B at the end of December (www.theinformation.com)
2026-6-20

Sources: Kalshi is generating $2B+ in annualized revenue, up about three times from November, and has held informal talks with banks about an eventual IPO (www.theinformation.com)
2026-6-19 IPO

Sources: the early Chinese backers of Manus, including HSG and Tencent, plan to buy the AI startup back from Meta at the $2B price Meta paid (www.theinformation.com)
2026-6-18 China Startup AI Tencent

Noam Shazeer leaves Google to join OpenAI as lead for architecture research; he rejoined Google in 2024 as part of the Character.AI deal and was Gemini co-lead (www.theinformation.com)
2026-6-18 Google AI

OpenAI's CSO Jason Kwon messaged staff that the company “strongly” told the US government that building AI “requires the best talent from around the world” (www.theinformation.com)
2026-6-17 AI

Sources: a new AI lab founded by Junyang Lin, former lead of Alibaba's Qwen models, has raised several hundred million dollars at a ~$2B post-money valuation (www.theinformation.com)
2026-6-17 Alibaba AI

Sources: DeepSeek closed a $7.4B round at a $50B valuation under an unusual structure requiring investors to put capital into an LP run by CEO Liang Wenfeng (www.theinformation.com)
2026-6-16

Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (www.theinformation.com)
2026-6-16 Trump

Source: Qualcomm is in talks to buy AI chip designer Tenstorrent for $8B to $10B; Tenstorrent discussed raising $800M at a ~$3.2B valuation last year (www.theinformation.com)
2026-6-16 AI

Source: the White House is unlikely to extend export restrictions on Anthropic's Mythos 5 to other AI companies, citing Anthropic's refusal to fix jailbreaks (www.theinformation.com)
2026-6-14 AI

Sources: Amazon CEO Andy Jassy is among tech leaders who raised concerns with Trump officials about Mythos 5, setting in motion new export restrictions (www.theinformation.com)
2026-6-14 Trump Amazon

Staff memo: Meta plans to limit employee token usage and encourage employees to use MetaCode, after internal AI spending forecasts reached billions for 2026 (www.theinformation.com)
2026-6-13 AI

Sources: Microsoft considered spinning out or restructuring its Xbox unit as a wholly-owned subsidiary, or creating a joint venture with other partners (www.theinformation.com)
2026-6-13 Microsoft Xbox

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