Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: DeepSeek closed a $7.4B round at a $50B valuation under an unusual structure requiring investors to put capital into an LP run by CEO Liang Wenfeng (www.theinformation.com)
18 days ago

Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (www.theinformation.com)
18 days ago Trump

Source: Qualcomm is in talks to buy AI chip designer Tenstorrent for $8B to $10B; Tenstorrent discussed raising $800M at a ~$3.2B valuation last year (www.theinformation.com)
18 days ago AI

Source: the White House is unlikely to extend export restrictions on Anthropic's Mythos 5 to other AI companies, citing Anthropic's refusal to fix jailbreaks (www.theinformation.com)
20 days ago AI

Sources: Amazon CEO Andy Jassy is among tech leaders who raised concerns with Trump officials about Mythos 5, setting in motion new export restrictions (www.theinformation.com)
21 days ago Trump Amazon

Staff memo: Meta plans to limit employee token usage and encourage employees to use MetaCode, after internal AI spending forecasts reached billions for 2026 (www.theinformation.com)
21 days ago AI

Sources: Microsoft considered spinning out or restructuring its Xbox unit as a wholly-owned subsidiary, or creating a joint venture with other partners (www.theinformation.com)
22 days ago Microsoft Xbox

Sources: six months after acquiring Rivos, Meta is struggling to integrate the chip startup and halted development of a chip for training its largest AI models (www.theinformation.com)
22 days ago Startup AI

How Anthropic is blindsiding business partners by launching potentially competitive products with little warning, changing pricing, and more (www.theinformation.com)
22 days ago

Sources: Anthropic signed 12+ initial agreements for direct data center leases, a first for the company, with Google potentially providing a financial guarantee (www.theinformation.com)
23 days ago Google

Sources: Google is in talks with Samsung to manufacture a memory input-output die for its 10th-gen Icefish TPU, while making the computing engine at TSMC (www.theinformation.com)
23 days ago Google Samsung

Sources: Sam Altman told staff that OpenAI is expected to go public “within the next year” and OpenAI plans a tender offer “very soon” at a $687.69 share price (www.theinformation.com)
24 days ago

Sources: OpenAI is in advanced talks to lease a proposed 10GW data center campus in Ohio as part of a deal that could include financial backing from Nvidia (www.theinformation.com)
24 days ago Nvidia

Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials (www.theinformation.com)
26 days ago Google Intel Nvidia

Source: White House AI advisor Sriram Krishnan plans to leave his role at the end of June; sources: Krishnan plans to start a pro-Trump AI policy institution (www.theinformation.com)
28 days ago Trump AI

Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off (www.theinformation.com)
29 days ago AI

In an internal message, Satya Nadella rebuked an internal memo that said Microsoft needs to “make people addicted” to its new AI agent product called Scout (www.theinformation.com)
29 days ago Microsoft AI

Sources: data center developer Switch is in talks to raise billions of dollars from PE firms including Brookfield and KKR at a $50B+ valuation (www.theinformation.com)
29 days ago

Nvidia acquired Kumo, which sells predictive AI software to enterprises, a source says for $400M+; PitchBook: Kumo raised $37M at a $250M valuation in 2022 (www.theinformation.com)
30 days ago AI Nvidia

Internal documents: Meta is considering tiered pricing for “Hatch”, its planned OpenClaw-like AI agent tool, including a $200-per-month premium subscription (www.theinformation.com)
30 days ago AI

Nearly 40% of Alphabet's planned ~$85B in equity offerings for AI will go toward covering tax obligations tied to employee equity awards, amid the AI talent war (www.theinformation.com)
2026-6-4 Tax AI Equity Alphabet

Internal memo: Meta is scaling back elements of its employee tracking tool, launched in April to help train its AI models, after staff raised concerns (www.theinformation.com)
2026-6-3 AI

Salesforce is acquiring CMS provider Contentful; source: Salesforce paid between $1B and $1.5B, a steep discount from Contentful's $3B valuation in 2021 (www.theinformation.com)
2026-6-2 Salesforce

Palo Alto Networks says Mythos found 24+ critical bugs, burning $1M+ of tokens, subsidized by Anthropic; some companies say they plan to boost Mythos spending (www.theinformation.com)
2026-6-1

Chinese AI developer MiniMax launches M3, a new coding model that it says rivals Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (www.theinformation.com)
2026-6-1 China AI

Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a “Wearables for Work” unit for enterprises, and more (www.theinformation.com)
2026-5-30 AI

Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (www.theinformation.com)
2026-5-29 AI

Sources: at WWDC, Apple is likely to showcase how 15 years of designing custom silicon chips gives it an advantage in local AI, using a distilled Gemini model (www.theinformation.com)
2026-5-28 AI Apple

Memo: Meta plans to embed engineers and product managers within large corporate customers as part of a new Enterprise Solutions unit to help deploy its AI tools (www.theinformation.com)
2026-5-28 AI

Polymarket is making it harder to use VPNs to access its service, blocking some IPs and suspicious accounts, and is asking some customers to identify themselves (www.theinformation.com)
2026-5-27

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