theinformation.com·publisher·141 items·last fetched —
Laura Bratton / The Information: Source: OpenAI's VP of sales in the Americas, Kaylin Voss, resigned a week after Denise Dresser left, prompting others on the sales team to consider resigning — Kaylin Voss…
Qianer Liu / The Information: Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules — Nvidia plans to…
Julia Hornstein / The Information: Anthropic-backed enterprise AI venture Ode is acquiring four-year-old AI consultancy Casper for an undisclosed fee; Ode has 100+ staff after buying Fractional — A joint venture…
The Information: Source: Nvidia has discussed an investment in Mercor as part of a round valuing the startup at $20B; Nvidia paid Mercor tens of millions of dollars last quarter — Nvidia has discussed an…
Kevin McLaughlin / The Information: Google Cloud is deploying context-creating AI agents within its tools to automate tasks handled by forward-deployed engineers; Google is hiring hundreds of FDEs — Following the…
The Information: Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic — Anthropic has been preparing to give…
Juro Osawa / The Information: Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models — Alibaba Group said…
The Information: Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio — Nvidia is in talks to invest as…
Alix Coutures / The Information: Sources: Mercor and other firms gathering data for AI labs are driving demand to buy or license internal datasets from startups shutting down or being acquired — Eight days after…
The Information: A profile of Camilla Clark, quiet adviser to husband Dario Amodei and behind-the-scenes player at Anthropic; she once pitched a porn startup to Jeffrey Epstein — Eric Schmidt had plenty of…
The Information: DeepSeek launches V4-Pro, its most advanced model that rivals Kimi K3 on some benchmarks at much lower prices, costing $0.44/1M input and $0.87/1M output tokens — Chinese AI developer DeepSeek…
Yueqi Yang / The Information: Sources: Kalshi is in advanced talks to raise $750M+ co-led by Sequoia Capital and Wellington Management at a $40B valuation; Kalshi was valued at $22B in May — Kalshi, the biggest…
Juro Osawa / The Information: Former Alibaba star researcher Junyang Lin launches Shanghai-based Pragmatik Labs to build digital and physical AI agents; Pragmatik hit a $2B valuation in June — Former Alibaba star…
Yueqi Yang / The Information: Source: Kalshi's annualized revenue topped $4B in July, up from $2B+ two months earlier, and its operating expenses totaled $300M in June — World Cup wagers helped double Kalshi's…
The Information: Sources: David Sacks' Craft Ventures is targeting around $1B for a new fund, its first since Sacks stepped down as the White House AI and crypto czar — Craft Ventures, the VC firm helmed by…
The Information: Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models — Nvidia is doubling down on its…
Stephanie Palazzolo / The Information: Brad Lightcap, who most recently led OpenAI's special projects division and formerly was its COO, says he is leaving the startup “to start something new” — Brad…
Stephanie Palazzolo / The Information: Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised $40M led by Sequoia at a $300M valuation — As…
Jing Yang / The Information: Manus says it will “soon return to operating as an independent company”, implying it is close to reversing its acquisition by Meta, after China's order in April — AI…
The Information: Source: Applied Compute, which helps companies customize models with their data, is in talks to raise “hundreds of millions” led by Elad Gil at a ~$3B valuation — Applied Compute, a…
The Information: Sources: Microsoft plans to unveil its next-gen AI chip, the Maia 300, potentially as soon as September, and is in talks with TSMC to make 300K+ chips for 2027 — Microsoft is planning to…
Shane Burke / The Information: US data center bans top 500, up from 300+ in late June, as New York and Texas join cities and counties pushing back against data center development — Local government resistance to…
The Information: Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds — Nvidia has agreed to invest $2…
Grace Kay / The Information: Sources: Cursor told staff on Thursday that SpaceX could complete its $60B acquisition as soon as next week and the Cursor brand name will likely be phased out — Cursor told staff at…
The Information: Sources: legal AI startup Harvey is in talks to raise $500M+ at a $15.5B valuation, up from $11B in March, and is generating $350M+ in annualized revenue — Legal AI startup Harvey is in talks to…
The Information: Sources: Canva slashed revenue growth forecast as heavy use of new AI features drove up costs and slowed their rollout, while more Canva users turned to ChatGPT — Executives at Canva, the design…
Julia Hornstein / The Information: Sources: Panthalassa, which aims to power data centers in the ocean using energy generated by waves, is raising $225M at a ~$2B valuation, up from $1B in May — AI data centers…
The Information: Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions — Nvidia is weighing a radical step…
The Information: Sources: Stripe recently entered exclusive talks to buy OpenRouter in a cash-and-stock deal that would value the startup for close to $10B — Stripe recently entered exclusive talks to buy…
Jyoti Mann / The Information: Source: Muse Spark 1.1 model breached a company's systems during cybersecurity testing; Meta says evaluation partner Irregular caused a sandbox misconfiguration — A Meta Platforms…
The Information: Sources: ByteDance founder Zhang Yiming told employees at an AI team all-hands in July that the company won't use model distillation to accelerate capabilities — ByteDance won't resort to…
The Information: Sources: the Trump administration invites staffers from OpenAI, Google, Anthropic, and others to the White House on Tuesday to review the AI oversight framework — The Trump administration has…
Henry Siu / The Information: Alibaba prices Qwen3.8-Max at $2 per 1M input tokens and $6 per 1M output tokens via its API, below Kimi K3's $3/1M input tokens and $15/1M output tokens — Chinese tech giant Alibaba…
Yueqi Yang / The Information: Robinhood's prediction markets revenue surged 10x+ YoY to $156M in Q2, topping stock and crypto for the first time as speculators shift to real-world event bets — Brokerage app…
Ann Davis Vaughan / The Information: Four US states rolled back or paused data center tax incentives, and nine others are weighing repeal measures, potentially adding 7% or more to equipment costs — Governors and…
The Information: Sources: OpenAI demoed a new “Astra” AI model family to US policymakers and regulators this week, touting its improved abilities to complete long-running tasks — OpenAI is preparing…
Phoebe Liu / The Information: Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation — Graphics processing units are all the…
Qianer Liu / The Information: Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique — Taiwan…
The Information: Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns — Lilian Weng, a researcher who…
The Information: Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium — If Stripe ends up buying…
Stephanie Palazzolo / The Information: Sources: OpenAI and Anthropic have lobbied the Trump administration to make sure lagging competitors also have to comply with government reviews of their models — OpenAI and…
The Information: Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4's development, after training K3 on Nvidia chips, including Blackwell — Beijing-based startup Moonshot…
The Information: Sources: a Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech — A Chinese state-backed company has…
Leo Schwartz / The Information: Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity — Many of the largest…
The Information: Amazon shutters its AGI Lab as part of layoffs in its AGI unit earlier this week; the lab's former head David Luan left in February — Amazon this week closed its AGI Lab, a San Francisco-based…
Phoebe Liu / The Information: AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% — AMD said Thursday it…
The Information: Sierra acquires Takeoff, which develops “long-horizon” agents, for an undisclosed sum; founded in 2025, Takeoff neared $10M in annualized revenue in early July — In 2020, 22-year-old…
Leo Schwartz / The Information: The US Department of Commerce's BIS is formally investigating whether Chinese companies like Moonshot are accessing advanced US AI chips to train their models — This week, Trump…
Yueqi Yang / The Information: Source: Stripe revenue jumped by a third to $6.8B in 2025, its fastest revenue growth since 2021, with free cash flow up 52% to $3.2B — Stripe is coming off a banner year thanks to…
Catherine Perloff / The Information: Arcee, which develops open-weight models in the US, partners with the Department of Energy to build Genesis-Science-1, an open model for scientific research — Arcee, an…