Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: six months after acquiring Rivos, Meta is struggling to integrate the chip startup and halted development of a chip for training its largest AI models (www.theinformation.com)
2026-6-12 Startup AI

How Anthropic is blindsiding business partners by launching potentially competitive products with little warning, changing pricing, and more (www.theinformation.com)
2026-6-12

Sources: Anthropic signed 12+ initial agreements for direct data center leases, a first for the company, with Google potentially providing a financial guarantee (www.theinformation.com)
2026-6-12 Google

Sources: Google is in talks with Samsung to manufacture a memory input-output die for its 10th-gen Icefish TPU, while making the computing engine at TSMC (www.theinformation.com)
2026-6-11 Google Samsung

Sources: Sam Altman told staff that OpenAI is expected to go public “within the next year” and OpenAI plans a tender offer “very soon” at a $687.69 share price (www.theinformation.com)
2026-6-11

Sources: OpenAI is in advanced talks to lease a proposed 10GW data center campus in Ohio as part of a deal that could include financial backing from Nvidia (www.theinformation.com)
2026-6-10 Nvidia

Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials (www.theinformation.com)
2026-6-8 Google Intel Nvidia

Source: White House AI advisor Sriram Krishnan plans to leave his role at the end of June; sources: Krishnan plans to start a pro-Trump AI policy institution (www.theinformation.com)
2026-6-7 Trump AI

Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off (www.theinformation.com)
2026-6-6 AI

In an internal message, Satya Nadella rebuked an internal memo that said Microsoft needs to “make people addicted” to its new AI agent product called Scout (www.theinformation.com)
2026-6-6 Microsoft AI

Sources: data center developer Switch is in talks to raise billions of dollars from PE firms including Brookfield and KKR at a $50B+ valuation (www.theinformation.com)
2026-6-5

Nvidia acquired Kumo, which sells predictive AI software to enterprises, a source says for $400M+; PitchBook: Kumo raised $37M at a $250M valuation in 2022 (www.theinformation.com)
2026-6-4 AI Nvidia

Internal documents: Meta is considering tiered pricing for “Hatch”, its planned OpenClaw-like AI agent tool, including a $200-per-month premium subscription (www.theinformation.com)
2026-6-4 AI

Nearly 40% of Alphabet's planned ~$85B in equity offerings for AI will go toward covering tax obligations tied to employee equity awards, amid the AI talent war (www.theinformation.com)
2026-6-4 Tax AI Equity Alphabet

Internal memo: Meta is scaling back elements of its employee tracking tool, launched in April to help train its AI models, after staff raised concerns (www.theinformation.com)
2026-6-3 AI

Salesforce is acquiring CMS provider Contentful; source: Salesforce paid between $1B and $1.5B, a steep discount from Contentful's $3B valuation in 2021 (www.theinformation.com)
2026-6-2 Salesforce

Palo Alto Networks says Mythos found 24+ critical bugs, burning $1M+ of tokens, subsidized by Anthropic; some companies say they plan to boost Mythos spending (www.theinformation.com)
2026-6-1

Chinese AI developer MiniMax launches M3, a new coding model that it says rivals Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (www.theinformation.com)
2026-6-1 China AI

Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a “Wearables for Work” unit for enterprises, and more (www.theinformation.com)
2026-5-30 AI

Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (www.theinformation.com)
2026-5-29 AI

Sources: at WWDC, Apple is likely to showcase how 15 years of designing custom silicon chips gives it an advantage in local AI, using a distilled Gemini model (www.theinformation.com)
2026-5-28 AI Apple

Memo: Meta plans to embed engineers and product managers within large corporate customers as part of a new Enterprise Solutions unit to help deploy its AI tools (www.theinformation.com)
2026-5-28 AI

Polymarket is making it harder to use VPNs to access its service, blocking some IPs and suspicious accounts, and is asking some customers to identify themselves (www.theinformation.com)
2026-5-27

Source: AI inference provider Baseten is in talks to raise $1B at a post-money valuation of $11B, up from $5B after its $300M Series E announced in January (www.theinformation.com)
2026-5-27 AI

Sources: OpenAI generated about $5.7B in revenue in Q1, nearly $1B more than Anthropic (www.theinformation.com)
2026-5-22

Sources: Anthropic is in talks to rent servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its Azure usage since November 2025 (www.theinformation.com)
2026-5-21 Microsoft

Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via SAFE (www.theinformation.com)
2026-5-20 Startup Equity

Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (www.theinformation.com)
2026-5-18 Startup AI

Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML (www.theinformation.com)
2026-5-15 Layoffs SpaceX

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” (www.theinformation.com)
2026-5-14 China AI Tencent

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