Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: SpaceX's AI unit held talks about leasing computing capacity to Microsoft, as it fully embraces the neocloud business despite Musk's initial reluctance (www.theinformation.com)
4 hours ago Microsoft AI SpaceX

SoftBank made the final $10B investment in its $30B pledge to OpenAI's last funding round; source: Nvidia also made its final $10B investment in the round (www.theinformation.com)
1 day ago Nvidia

Sources: Anthropic has taken the unusual step of ending customers' discounts, which typically reach ~15%, once they hit the usage limits, forcing renegotiations (www.theinformation.com)
1 day ago

Internal data: Meta's Muse now has 3M+ users who submit at least one prompt per week and 1M+ DAUs who have sent at least one prompt (www.theinformation.com)
1 day ago

Sources: Google is paying ~100 digital publishers for how much their content contributes to AI Overviews, AI Mode, and Gemini in a pilot; payments vary widely (www.theinformation.com)
2 days ago Google AI

GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by ARCHIV with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC (www.theinformation.com)
2 days ago Taiwan Nvidia Equity

IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period (www.theinformation.com)
3 days ago IPO Nvidia SpaceX

Sources: China's government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases (www.theinformation.com)
5 days ago China Alibaba Nvidia

Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (www.theinformation.com)
7 days ago Tesla

Sources: AI chip startup DensityAI, founded by ex-Tesla Dojo team members, is in talks to raise hundreds of millions of dollars at a $10B valuation (www.theinformation.com)
7 days ago Startup AI Tesla

Sources: Anthropic asks shareholders to approve a Palantir-style structure granting its seven co-founders 50.1% of voting power if three retain minimum stakes (www.theinformation.com)
8 days ago

Sources: Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation (www.theinformation.com)
8 days ago Startup

Sources: Google, OpenAI, and Anthropic plan to launch an AI safety standards body without government oversight in late 2026 or 2027, and are considering CEOs (www.theinformation.com)
8 days ago Google AI

Sources: DeepSeek's annualized revenue run rate hits $1B, up from less than $500M a few months ago, as it aims to finalize a ~$7.5B fundraise by late October (www.theinformation.com)
8 days ago

Google DeepMind SVP Koray Kavukcuoglu says Gemini 4 is in the early phase of post-training and hopes it will be released “much earlier” than the end of the year (www.theinformation.com)
8 days ago Google

Carnegie China: China passed the US as the top destination for elite AI talent in 2025, rising from 2022's 27.1% share to 40.6%; the US fell from 46.4% to 34.2% (www.theinformation.com)
9 days ago China AI

New York-based Ande, whose AI agents help businesses arrange corporate events for employees or customers, emerges from stealth with $52M in seed and Series A (www.theinformation.com)
10 days ago AI New York

Internal data: Meta's Muse surpassed 500,000 total users, including 250,000 daily active users, with more than 2M prompts submitted in its first week (www.theinformation.com)
10 days ago

Sources: the Cyberspace Administration of China is investigating DeepSeek and Moonshot over alleged data leaks to Anthropic via Claude and has questioned staff (www.theinformation.com)
10 days ago China

Source: Xbox plans to lay off hundreds of employees this week in its second major staff cut in 2026, as it also plans to consolidate several of its game studios (www.theinformation.com)
10 days ago Xbox

Source: before the Hugging Face incident, OpenAI was negotiating a legally binding deal with Anthropic for the companies to stress-test each other's models (www.theinformation.com)
11 days ago

Sources: OpenAI is developing features to counter SpaceX's Grok Bot “teammates”, and has discussed creating a personal AI assistant to compete with Meta's Muse (www.theinformation.com)
11 days ago AI SpaceX

Sources: DeepSeek CEO Liang Wenfeng says training on Huawei chips is one of DeepSeek's biggest bets and Huawei is set to deliver training chips in Q4 or Q1 2027 (www.theinformation.com)
11 days ago 4Q

Sources: Alibaba names senior AI researcher Dayiheng Liu as the head of its Qwen project, bringing clarity after multiple reorganization rounds earlier in 2026 (www.theinformation.com)
11 days ago Alibaba AI

Nine drone startups, including Eric Schmidt-founded Perennial, will split US DoD orders for 60,000 drones in a competition that requires no China-made parts (www.theinformation.com)
11 days ago China Startup Drone

Sources: ByteDance's H1 2026 net profit dropped by a single-digit percentage YoY to $20B and revenue rose ~30% YoY to $120B; its 2025 revenue rose 29% to ~$200B (www.theinformation.com)
12 days ago

Sources: Palmer Luckey-backed Erebor Bank ended its free stablecoin-to-cash redemption offer after crypto trading firms like Wintermute used it for arbitrage (www.theinformation.com)
12 days ago

Some developers are using the Claude Code harness to access cheaper non-Anthropic models, such as OpenAI's GPT-5.6 Sol, via proxies and services like OpenRouter (www.theinformation.com)
12 days ago

Sources: Meta plans to release a camera-free pair of smart glasses this fall; the new glasses model has six microphones to let users speak with Meta AI and Muse (www.theinformation.com)
12 days ago AI

Sources: AI assistant Instinct maker Spear Street seeks to raise $1B at a ~$10B valuation, up from $2.25B in August; Sequoia and Benchmark may lead the round (www.theinformation.com)
12 days ago AI

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