Articles from www.theinformation.com

Articles from www.theinformation.com

Source: Anthropic is in advanced talks to acquire New York-based Stainless, which helps developers generate SDKs from APIs, for at least $300M (www.theinformation.com)
2026-5-13 New York

Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products (www.theinformation.com)
2026-5-13 Google AI

OpenAI stands to hold ~$2.6B in combined CoreWeave and Cerebras stock that it acquired by committing to buy cloud services and chips, and to lend Cerebras money (www.theinformation.com)
2026-5-12

Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; they previously could have totaled $135B through 2030 if long-term goals were met (www.theinformation.com)
2026-5-12 Microsoft

Sources: Kuaishou plans to spin off its Kling AI video unit for an IPO in 2027 and is seeking a $20B valuation in pre-IPO funding talks with potential investors (www.theinformation.com)
2026-5-11 IPO AI

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (www.theinformation.com)
2026-5-9 AI

Sources: DeepSeek seeks to raise ~$7.3B in its first-ever funding round at a $50B+ valuation, with CEO Liang Wenfeng making a personal investment of ~$2.9B (www.theinformation.com)
2026-5-8

Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation (www.theinformation.com)
2026-5-8 AI

Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips (www.theinformation.com)
2026-5-8 Microsoft

Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms (www.theinformation.com)
2026-5-6 AI Alphabet

Sources: Meta is building an OpenClaw-inspired agent internally called Hatch, to be powered by its Muse Spark model, and an agentic shopping tool in Instagram (www.theinformation.com)
2026-5-6 Instagram

Source: Anthropic plans to spend about $200B on Google's cloud and chips over five years, representing 40%+ of the “revenue backlog” Google disclosed last week (www.theinformation.com)
2026-5-6 Google

Sources: Anthropic is in early talks to buy AI chips from UK-based Fractile when they launch in 2027, as it seeks deals to gain more leverage with suppliers (www.theinformation.com)
2026-5-3 AI

Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation (www.theinformation.com)
2026-5-1 AI Intelligence

SpaceX's draft IPO filing: from 2023 to 2025, Starlink's individual subscribers rose from 2.3M to 8.9M, revenue grew from $3.9B to $11.4B, and ARPU fell 18% (www.theinformation.com)
2026-4-30 IPO SpaceX

OpenAI projected at the start of this year that $8/month ChatGPT Go subscriptions will grow ~36x to 112M in 2026, while $20/month Plus subs will fall 80% to ~9M (www.theinformation.com)
2026-4-29

Sources and memos: Tencent employees used Claude Code to assist them with evaluating and fine-tuning the company's new Hy3 model to improve its performance (www.theinformation.com)
2026-4-28 Tencent

Source: Google signed a deal allowing the US DOD to use Google's AI for “any lawful government purpose”; Google says the agreement amends an existing contract (www.theinformation.com)
2026-4-28 Google AI

Microsoft and OpenAI remove a clause in their deal that would grant Microsoft IP rights up until OpenAI achieved “AGI”, replacing it with a fixed-term agreement (www.theinformation.com)
2026-4-28 Microsoft

Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (www.theinformation.com)
2026-4-27 AI Adobe Salesforce

33% of S&P 500 companies provided security perks for execs in 2025: Jensen Huang's security cost rose from $690K in 2023 to $3.5M in 2025, Zuckerberg spent $22M (www.theinformation.com)
2026-4-26 Zuckerberg

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
2026-4-25 Microsoft Startup AI Nvidia

Sources: Cursor hit $2.7B in annualized sales in March, up ~14x from a year ago, and reported a ~$900M loss in its last fiscal year on $770M in total revenue (www.theinformation.com)
2026-4-24

Sources: Tencent and Alibaba are in talks to invest in DeepSeek at a $20B+ valuation, partly benchmarked against Moonshot's pending round at an $18B valuation (www.theinformation.com)
2026-4-22 Alibaba Tencent

Draft IPO prospectus: SpaceX debt grew from $14B in 2024 to $23B in 2025, tied to a $4.5B lease deal with Valor Equity for AI equipment such as chips for xAI (www.theinformation.com)
2026-4-22 IPO AI Equity SpaceX

Sources: Kalshi plans to offer crypto trading in the US, offering perpetual futures, putting it in competition with exchanges like Coinbase (www.theinformation.com)
2026-4-22 Coinbase

Anthropic started requiring government-issued photo IDs and selfies from some users to prevent access from US adversaries like China, Russia, and North Korea (www.theinformation.com)
2026-4-22 Russia China Korea

Draft of SpaceX's confidential IPO prospectus: Elon Musk increased his stake in SpaceX last year by purchasing $1.4B of stock from current and former employees (www.theinformation.com)
2026-4-22 IPO Elon Musk SpaceX

Sources: Google has created strike team to improve its coding models; Sergey Brin told DeepMind staffers that they must aggressively pivot to catch up on agents (www.theinformation.com)
2026-4-20 Google

Sources: Polymarket is in talks to raise $400M at a ~$15B post-money valuation, up from $9B in October 2025, but below Kalshi's $22B valuation from March 2026 (www.theinformation.com)
2026-4-20

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