Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Alibaba has banned employees from using Claude Code and asked them to remove all Claude models from their work computers, citing security concerns (www.theinformation.com)
1 day ago Alibaba

Sources: Anthropic's bankers have hired UK law firm Freshfields to advise on its IPO; it also advised on Google's acquisition of Wiz and ServiceNow's Armis deal (www.theinformation.com)
1 day ago Google IPO

Internal memo: Tesla plans to impose a $200-per-week limit for staff's AI spending beginning July 6; the tally excludes beta versions of xAI products (www.theinformation.com)
1 day ago AI Tesla

Memo: Microsoft is merging the consumer and enterprise versions of its Copilot chatbots into a single app featuring AI agents dubbed AutoPilot and coding tools (www.theinformation.com)
1 day ago Microsoft AI chatbot

Sources: Anthropic has initiated early-stage development of a custom AI server chip and held preliminary discussions with Samsung about manufacturing the chip (www.theinformation.com)
2 days ago Samsung AI Manufacturing

Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (www.theinformation.com)
2 days ago AI Nvidia

Anthropic says it is rolling back a covert Claude Code tracking feature to identify users based in China or affiliated with Chinese AI labs, after backlash (www.theinformation.com)
3 days ago China AI

Source: OpenAI engineers earlier this month told some colleagues they had figured out a way to more than halve the cost of inference (www.theinformation.com)
3 days ago

Sources: AI video startup Higgsfield is in talks to raise $300M to $500M at a $5B pre-money valuation, more than 4x its valuation in a January 2026 round (www.theinformation.com)
4 days ago Startup AI

Sources: Amazon is weighing using OpenAI's and its own Nova models to cut costs after Anthropic raised prices for using its models in Amazon products (www.theinformation.com)
5 days ago Amazon

Internal documents: Meta is placing strict limits on how engineers in its applied AI division can use Claude Code and Codex, fearing inadvertent distillation (www.theinformation.com)
5 days ago AI

Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (www.theinformation.com)
5 days ago Hong Kong IPO

Sources: Salesforce staff worry Anthropic's Claude Tag could cannibalize Slackbot and give the AI firm more leverage over the enterprise software industry (www.theinformation.com)
6 days ago AI Salesforce

AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged (www.theinformation.com)
7 days ago AI Nvidia

Sources: DeepSeek's $7.4B raise was prompted by the release of Mythos as CEO Liang Wenfeng realized DeepSeek couldn't compete without a massive war chest (www.theinformation.com)
8 days ago

Source: Google is asking publishers that test new AI features in Google News to grant it broad rights to their content, including to potentially train AI models (www.theinformation.com)
8 days ago Google AI

Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT 5.6 over security concerns, approving “access customer by customer” (www.theinformation.com)
8 days ago

Sources: Google expands the scope of its months-old AI coding strike team to “midtraining” to better compete with Anthropic, after key executive departures (www.theinformation.com)
9 days ago Google AI

SambaNova Executive Chairman Lip-Bu Tan says the AI chip startup is set to raise $800M to $1B, sources say at a ~$10B valuation, up from $2B in February (www.theinformation.com)
9 days ago Startup AI

RunPod, which rents access to non-Nvidia servers, raised $100M led by Summit Partners at a $1B valuation, a source says up from $100M after its seed in 2024 (www.theinformation.com)
10 days ago Nvidia

xLight, a startup developing advanced lasers for EUV machines, told investors that it is in talks to raise $350M led by Boardman Bay and Bain Capital (www.theinformation.com)
10 days ago Startup

ByteDance unveils Seedance 2.5 in Beijing, saying the AI video model can generate 30-second clips from up to 50 reference materials, up from 12 for Seedance 2.0 (www.theinformation.com)
11 days ago AI

A profile of Sarah Polcz, the UC Davis law professor that Bernie Sanders' team consulted while developing his AI sovereign wealth fund proposal (www.theinformation.com)
12 days ago AI

Source: Morgan Stanley is pitching data center developers to use leveraged loans rather than bonds, and estimates ~$15B will be issued this year in such loans (www.theinformation.com)
12 days ago Morgan Stanley

Docs: OpenAI burned through $3.7B in Q1, on revenue of $5.7B, and ended the quarter with $73B+ in cash and marketable securities vs. $40B at the end of December (www.theinformation.com)
14 days ago

Sources: Kalshi is generating $2B+ in annualized revenue, up about three times from November, and has held informal talks with banks about an eventual IPO (www.theinformation.com)
15 days ago IPO

Sources: the early Chinese backers of Manus, including HSG and Tencent, plan to buy the AI startup back from Meta at the $2B price Meta paid (www.theinformation.com)
16 days ago China Startup AI Tencent

Noam Shazeer leaves Google to join OpenAI as lead for architecture research; he rejoined Google in 2024 as part of the Character.AI deal and was Gemini co-lead (www.theinformation.com)
16 days ago Google AI

OpenAI's CSO Jason Kwon messaged staff that the company “strongly” told the US government that building AI “requires the best talent from around the world” (www.theinformation.com)
17 days ago AI

Sources: a new AI lab founded by Junyang Lin, former lead of Alibaba's Qwen models, has raised several hundred million dollars at a ~$2B post-money valuation (www.theinformation.com)
17 days ago Alibaba AI

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