Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models (www.theinformation.com)
2026-4-20 Google AI

A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (www.theinformation.com)
2026-4-19 AI

In disclosures due to Broadcom CEO Hock Tan's presence on the Meta board, Meta says it paid Broadcom $2.3B in 2025; Tan is leaving the board (www.theinformation.com)
2026-4-18

Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (www.theinformation.com)
2026-4-18

Sources: Cerebras plans to make its IPO public as soon as Friday, aiming to raise $3B+ at a $35B+ valuation, a 60% premium to its $22B February valuation (www.theinformation.com)
2026-4-17 IPO

Sources: OpenAI agrees to pay Cerebras $20B+ for its server chips, double the amount previously associated with the deal, and may receive equity in Cerebras (www.theinformation.com)
2026-4-17 Equity

Sources: Google is negotiating a deal with the US DOD that would let the Pentagon deploy Gemini AI models in classified settings, reversing its previous stance (www.theinformation.com)
2026-4-16 Google AI Pentagon

Sources: Apple plans to send a significant part of its Siri team, known as a laggard, to an AI coding bootcamp; the group is expected to be fewer than 200 (www.theinformation.com)
2026-4-16 AI Apple

ByteDance launches its Seedance 2.0 video model to enterprise clients in 100+ countries, excluding the US amid legal disputes, after a February launch in China (www.theinformation.com)
2026-4-15 China

Uber CTO Praveen Neppalli Naga says the company's surging use of AI coding tools has maxed out its full-year AI budget just a few months into 2026 (www.theinformation.com)
2026-4-15 Uber AI Budget

Anthropic recently changed Claude Enterprise pricing; customers now pay $20/month per user plus consumption-based charges, instead of a fixed subscription (www.theinformation.com)
2026-4-15

Source: Anthropic is preparing to release Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations, as soon as this week (www.theinformation.com)
2026-4-15 AI

Polymarket is auditing its Builders Program, which gives up to $2.5M in grants, after concerns that some participating startups are facilitating insider trading (www.theinformation.com)
2026-4-14 Startup

Sources: data labeling startup Handshake's gross annualized revenue hit ~$1B, vs. $550M in January; Mercor hit a $1B+ gross annualized revenue pace this year (www.theinformation.com)
2026-4-14 Startup

Microsoft says it is “exploring the potential of technologies like OpenClaw in an enterprise context”, including a team of always-on agents within Microsoft 365 (www.theinformation.com)
2026-4-13 Microsoft

Sources: Cisco is in talks to acquire Tel Aviv-based Astrix Security, which sells software to monitor and secure AI agents, for between $250M and $350M (www.theinformation.com)
2026-4-11 AI Cisco

Three senior executives who helped launch OpenAI's Stargate initiative are leaving, sources say to join the same new company (www.theinformation.com)
2026-4-11

Sources: SpaceX lost just under $5B last year while generating more than $18.5B in revenue; the loss figure includes xAI (www.theinformation.com)
2026-4-10 SpaceX

Internal memo: Meta is pulling top engineers into its new Applied AI Engineering division, as part of a push to improve its models and “compete in the AI race” (www.theinformation.com)
2026-4-10 AI

Chapter, which uses AI to help seniors enroll in Medicare, raised a $100M Series E, doubling its valuation to $3B and bringing its total funding to $285M (www.theinformation.com)
2026-4-10 AI Medicare

Documents: OpenAI expects ads to generate ~$2.4B in 2026 revenue and to quadruple in 2027 to nearly $11B; in 2030, OpenAI expects ads to generate ~$102B (www.theinformation.com)
2026-4-9

Sources: Alibaba anonymously released an AI video model called HappyHorse-1.0, which ranks top of Artificial Analysis' AI model leaderboard, above Seedance 2.0 (www.theinformation.com)
2026-4-9 Alibaba AI

Source: Meta shutters an internal, employee-built leaderboard, dubbed Claudeonomics, tracking staff token usage, due to the data “being shared externally” (www.theinformation.com)
2026-4-9

Memo: Alibaba Cloud CTO Jingren Zhou will step down as CTO to focus on leading AI models in the new role of chief AI architect; executive Feifei Li becomes CTO (www.theinformation.com)
2026-4-8 Alibaba AI

Sources: Meta has an internal leaderboard dubbed “Claudeonomics” where employees compete on AI-token usage and earn rewards like “Token Legend” status (www.theinformation.com)
2026-4-7 AI

Sources: Sam Altman has excluded OpenAI CFO Sarah Friar from some key financial meetings; Friar began reporting to Fidji Simo instead of the CEO in August 2025 (www.theinformation.com)
2026-4-6

Sources: Huawei's Ascend 950PR chip, set for mass production soon, saw prices rise 20% after Chinese tech giants placed bulk orders to run DeepSeek's V4 model (www.theinformation.com)
2026-4-4 China

Sources: Supabase is in talks to raise ~$500M at a ~$10B valuation, roughly doubling its October 2025 valuation; GIC is expected to lead the funding round (www.theinformation.com)
2026-4-3

Source: Anthropic has acquired Coefficient Bio, which was developing a platform that enables AI to run biotech tasks such as planning drug research, for ~$400M (www.theinformation.com)
2026-4-3 AI Biotech

Sources detail Fidji Simo's moves at OpenAI, including spearheading the TBPN acquisition and pushing OpenAI to cut Sora and avoid other social media products (www.theinformation.com)
2026-4-3

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