Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising (www.theinformation.com)
6 hours ago

Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI (www.theinformation.com)
11 hours ago AI

Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus an additional $100B for training costs (www.theinformation.com)
1 day ago Google Amazon Microsoft

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark (www.theinformation.com)
1 day ago

Sam Altman says Peter Steinberger, founder of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source (www.theinformation.com)
3 days ago

Sources: OpenAI is in advanced talks to hire OpenClaw founder Peter Steinberger and several team members; Steinberger would likely work on personal agents (www.theinformation.com)
3 days ago

Sources: Grafana Labs, which makes cloud and AI monitoring tools, is in talks to raise at a $9B valuation, up from $6.6B in 2024; its ARR hit $400M in Sept. (www.theinformation.com)
5 days ago AI

Alibaba says Qwen generated 120M+ in orders from Chinese users over the past six days, ahead of the Lunar New Year; Alibaba is giving a ~$3.60 shopping voucher (www.theinformation.com)
6 days ago China Alibaba

xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3 to $40 per month subscriptions, but offered no details on ad revenue or other xAI financials (www.theinformation.com)
6 days ago

Source: to catch leakers, OpenAI security staff use a custom ChatGPT with access to Slack, email, and docs by cross-referencing news articles with access logs (www.theinformation.com)
7 days ago Slack

xAI co-founder Tony Wu says he “resigned”, following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk (www.theinformation.com)
8 days ago Elon Musk

Source: Chinese AI startup Zhipu anonymously released its new AI model on OpenRouter under the name Pony Alpha; Zhipu plans to launch GLM-5 later this week (www.theinformation.com)
8 days ago China Startup AI

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app (www.theinformation.com)
9 days ago Mobile

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
9 days ago Nvidia

ByteDance releases Seedance 2.0, an update to its AI video generation model that can make multi-shot scenes, available to select Jimeng and Jianying users (www.theinformation.com)
9 days ago AI

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (www.theinformation.com)
10 days ago Google Amazon

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (www.theinformation.com)
13 days ago Nvidia

Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick (www.theinformation.com)
14 days ago

Sources: Amazon and OpenAI are discussing a deal that could require OpenAI to dedicate researchers and engineers to developing customized models for Amazon (www.theinformation.com)
14 days ago Amazon

Source: SpaceX acquired xAI for $250B; the announcement about the acquisition focuses on SpaceX's plans to launch data centers into space (www.theinformation.com)
16 days ago SpaceX

OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon (www.theinformation.com)
20 days ago Startup AI

Sources: ByteDance and Alibaba both plan to release flagship AI models around China's mid-February Lunar New Year holiday, including ByteDance's Doubao 2.0 (www.theinformation.com)
20 days ago China Alibaba AI

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
21 days ago Amazon Microsoft Nvidia

AI Whistleblower Initiative says OpenAI recently updated its whistleblower policy, addressing 8 of 13 recommendations and going further than Anthropic's policy (www.theinformation.com)
22 days ago AI

Sources: C3.ai is in talks to merge with Automation Anywhere, which would go public in the deal; C3.ai's market cap is now ~$1.7B, a tenth of its 2020 valuation (www.theinformation.com)
22 days ago AI

Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028 (www.theinformation.com)
22 days ago

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data (www.theinformation.com)
23 days ago

Source: OpenAI mulls new tools to help business users understand the financial benefits of using its products and has made changes to its sales force strategy (www.theinformation.com)
25 days ago

Google acquires Common Sense Machines, whose AI models create 3D assets from 2D images, and was last valued at $15M after raising $10M from a16z and others (www.theinformation.com)
26 days ago Google AI Asset

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal (www.theinformation.com)
26 days ago

Previous Page Next Page