Articles from www.theinformation.com

Articles from www.theinformation.com

Brookfield is launching a cloud company called Radiant and a new $10B AI fund, and plans to acquire up to $100B in land, data centers, and power assets for AI (www.theinformation.com)
3 days ago AI Asset

Sources: OpenAI ramped up efforts to improve its audio AI models, in preparation for its AI-powered personal device, which is expected to be largely audio-based (www.theinformation.com)
3 days ago AI

Sources: Uber is in talks to acquire the parking space reservation app SpotHero; the parking app was last valued at $290M (www.theinformation.com)
4 days ago Uber

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global (www.theinformation.com)
11 days ago Nvidia

Sources: OpenAI staff discussed prioritizing sponsored content in ChatGPT when users ask relevant queries and created mockups with ads in sidebars or as pop-ups (www.theinformation.com)
11 days ago

Sources: Snowflake is in talks to buy app monitoring startup Observe for around $1B; Observe has raised more than $470M (www.theinformation.com)
12 days ago Startup

Brett Harrison, the former president of FTX US, raised $35M for his new global exchange AX, which offers perpetual futures, a source says at a $187M valuation (www.theinformation.com)
12 days ago

Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development (www.theinformation.com)
13 days ago AI Nvidia

Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others (www.theinformation.com)
13 days ago Startup

Source: OpenAI's compute margin has jumped to about 70% in October from about 52% at the end of 2024 and roughly 35% in January 2024 (www.theinformation.com)
14 days ago

Sources: Google has formed a new executive council to allocate computing capacity given a critical shortage; members include Thomas Kurian and Demis Hassabis (www.theinformation.com)
16 days ago Google

Sources describe tensions between OpenAI's research and ChatGPT product groups, leading to the “code red”; OpenAI is set to beat its 2025 revenue goal of $13B (www.theinformation.com)
17 days ago

Sources: OpenAI has held preliminary discussions with investors about raising tens of billions of dollars, and as much as $100B, at a valuation of around $750B (www.theinformation.com)
18 days ago

Source: Tencent tells staff that Yao Shunyu, an ex-OpenAI researcher who joined in September, is now its chief AI scientist, reporting to President Martin Lau (www.theinformation.com)
18 days ago AI Tencent

Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium chips; Microsoft keeps rights to sell OpenAI models (www.theinformation.com)
19 days ago Amazon Microsoft

A look at Apple's iPhone roadmap; sources say the iPhone 18 Pro lineup will get under-screen Face ID, and the front camera will move to the top-left corner (www.theinformation.com)
19 days ago iPhone Apple Face ID

Sources: xAI has created an enterprise AI sales group, but xAI's lack of experience in selling to big businesses is holding potential customers back (www.theinformation.com)
20 days ago AI

Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B (www.theinformation.com)
21 days ago Oracle

Source: OpenEvidence, which offers an AI chatbot for doctors, is raising $250M at a $12B valuation, up from $6B in Oct., and has $150M in annualized ad revenue (www.theinformation.com)
23 days ago AI chatbot

Source: livestream shopping app Whatnot nears ~$1B in revenue for 2025; Whatnot says it has passed $6B in gross sales this year, more than doubling 2024's sales (www.theinformation.com)
23 days ago

Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading (www.theinformation.com)
23 days ago

Sources: in recent months, Tencent aggressively hired AI researchers from ByteDance, including offering to double their salaries, and reorganized its AI team (www.theinformation.com)
24 days ago AI Tencent

Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries (www.theinformation.com)
25 days ago China AI Nvidia

Source: ChatGPT has ~900M weekly active users; Sensor Tower: Gemini MAUs grew ~30% to 346M between August and November while ChatGPT's rose ~5% to 810M (www.theinformation.com)
26 days ago Sensor

Source: Anthropic, OpenAI, Google, Microsoft, and more are set to unveil the Agentic AI Foundation to build open-source AI agent standards as soon as this week (www.theinformation.com)
26 days ago Google Microsoft AI

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell (www.theinformation.com)
30 days ago Microsoft

Sources: SpaceX has told investors and financial institution representatives that it is aiming for an IPO in the second half of 2026 (www.theinformation.com)
30 days ago IPO SpaceX

Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness (www.theinformation.com)
2025-12-5 Google AI

Sources: multiple Microsoft divisions lowered how much salespeople are supposed to grow sales of certain AI products after missing growth targets, a rare move (www.theinformation.com)
2025-12-4 Microsoft AI

ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March (www.theinformation.com)
2025-12-3 Startup

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