Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Google is in advanced talks to rent Nvidia Blackwell AI chips from CoreWeave, highlighting how major Nvidia customers are struggling to get chips (www.theinformation.com)
2025-4-3 Google AI Nvidia

Source: Trump plans to announce a company called TikTok America, with a 50% stake for US investors and 19.9% for ByteDance, which would license the algorithm (www.theinformation.com)
2025-4-3 Trump U.S. Algorithm

Sources: ByteDance, Alibaba, Tencent, and other Chinese companies placed $16B+ in orders for Nvidia's H20 chips in Q1 2025, ahead of a potential US sales ban (www.theinformation.com)
2025-4-3 China Alibaba Tencent Ban Nvidia

Source: Agility Robotics, a maker of humanoid robots led by Peggy Johnson, is raising $400M at a $1.75B pre-money valuation; ~100 of its robots are in the field (www.theinformation.com)
2025-4-2 Robot

OpenAI says ChatGPT has hit 20M paid subscribers, up from 15.5M at the end of 2024, suggesting the company is making at least $415M in monthly revenue (www.theinformation.com)
2025-4-2

Sources: the Chinese startup behind Manus is in talks with US VC firms and others to raise funding at a $500M+ valuation, up ~5x from its previous valuation (www.theinformation.com)
2025-3-28 China Startup

Source: Nvidia is in advanced talks to acquire Lepton AI, which rents Nvidia GPU servers, for several hundred million dollars; Lepton raised $11M in 2023 (www.theinformation.com)
2025-3-27 AI Nvidia

Leaked financial figures: Stripe doubled its free cash flow in 2024 to about $2.2B and grew revenues by about 28% to $5.1B; Chime grew revenues by 31% to $1.7B (www.theinformation.com)
2025-3-27

Sources: OpenAI has spoken with Reliance about a potential product and sales partnership in India; Meta also plans to work with Reliance on new AI businesses (www.theinformation.com)
2025-3-23 India AI

Source: US Senators Dick Durbin and Lindsey Graham plan to introduce a bipartisan bill with wide support that would make Section 230 expire on January 1, 2027 (www.theinformation.com)
2025-3-22

Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; one source says Apple has spent $5B+ on content since its 2019 launch (www.theinformation.com)
2025-3-21 Apple

Source: Liam Fedus, VP of research in charge of post-training at OpenAI, is leaving the company to found a startup focused on using AI to discover new materials (www.theinformation.com)
2025-3-18 Startup AI

Sources: Google plans to partner with Taiwanese chipmaker MediaTek on its next-gen TPUs, set for 2026, but will still work with Broadcom (www.theinformation.com)
2025-3-18 Taiwan Google

Crusoe, a startup helping build the first data center for Stargate, says it secured a deal with a gas turbine owner to generate 4.5 gigawatts of energy by 2027 (www.theinformation.com)
2025-3-17 Energy Startup

Sources: DeepSeek and its hedge fund parent, High-Flyer Capital, forbid some R&D staff from traveling abroad freely, asking them to hand in their passports (www.theinformation.com)
2025-3-15

Sources: Oracle is a leading contender to help run TikTok US; ByteDance management prefers Oracle but wants to retain a hands-on role with TikTok's operations (www.theinformation.com)
2025-3-14 Oracle

Sources: self-driving simulation software provider Applied Intuition is in talks to raise hundreds of millions at a $15B valuation; it reached $400M ARR in 2024 (www.theinformation.com)
2025-3-12

Source: Anthropic's annualized revenue grew from $1B at the end of 2024 to $1.4B in early March; Manus uses tools including Claude 3.7 Sonnet to power its agent (www.theinformation.com)
2025-3-12

Source: Microsoft is testing out ways to replace OpenAI's models in Copilot with models from other AI labs including xAI, Meta, and DeepSeek (www.theinformation.com)
2025-3-8 Microsoft AI

Source: Microsoft completed the training of a family of models, codenamed MAI, and is experimenting swapping out the MAI models for OpenAI's models in Copilot (www.theinformation.com)
2025-3-8 Microsoft

Sources: Larry Page has formed a new company, Dynatomics, to use LLMs to create highly optimized designs for various objects and then have a factory build them (www.theinformation.com)
2025-3-7

Source: OpenAI executives have told some investors about plans for a $2,000/month agent, a $10,000/month agent for coding, and a $20,000/month PhD-level agent (www.theinformation.com)
2025-3-6

Source: CoreWeave is in talks to acquire Weights & Biases, whose tools help developers build AI apps, for ~$1.7B; Weights & Biases was valued at $1.25B in 2023 (www.theinformation.com)
2025-3-5 AI

Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage (www.theinformation.com)
2025-3-4 YouTube Netflix

How Anthropic monitoring its AI models playing Pokémon games is helping the startup's researchers hone their thinking around the development of its agentic tech (www.theinformation.com)
2025-3-3 Startup AI

Sources: SoftBank plans to borrow $16B to invest in AI, and might borrow another $8B in early 2026, which could strain its already debt-heavy balance sheet (www.theinformation.com)
2025-3-2 AI

Source: Amazon plans to expand Haul, the ultracheap Temu-like shopping site it launched in the US in November, to countries in Europe starting this year (www.theinformation.com)
2025-3-1 Europe Amazon

Source: Instagram considers launching a standalone Reels app, improving recommendations, and distributing more three-minute-long videos, to compete with TikTok (www.theinformation.com)
2025-2-27 Instagram

Sources: Meta is in talks to build a new data center campus for AI that could cost over $200B, based on the number of chips and the amount of power for the site (www.theinformation.com)
2025-2-26 AI

Source: data security company Cohesity plans an employee share sale at an $8B valuation and expects to generate $2.2B in revenue in the 12 months ending in July (www.theinformation.com)
2025-2-26

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