Articles from www.theinformation.com

Articles from www.theinformation.com

Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via SAFE (www.theinformation.com)
4 hours ago Startup Equity

Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (www.theinformation.com)
2 days ago Startup AI

Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML (www.theinformation.com)
5 days ago Layoffs SpaceX

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” (www.theinformation.com)
6 days ago China AI Tencent

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)
7 days ago 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)
7 days ago 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)
8 days ago

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)
8 days ago 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)
9 days ago 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)
11 days ago 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)
12 days ago

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)
12 days ago 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)
12 days ago 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)
14 days ago 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)
14 days ago 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)
14 days ago 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)
17 days ago 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)
19 days ago 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)
20 days ago 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)
21 days ago

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)
22 days ago 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)
22 days ago 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)
23 days ago 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)
23 days ago 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)
24 days ago 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)
25 days ago 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)
26 days ago

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)
28 days ago 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)
28 days ago 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)
28 days ago Coinbase

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