Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Apple is developing AI servers that could use M8 Ultra chips connected via Nvidia's NVLink Fusion, with plans to sell them to developers and others (www.theinformation.com)
12 days ago AI Apple Nvidia

Source: OpenAI staff expect the Hodge Conjecture, a Millennium Prize Problem, to be solved relatively soon, after solving the Navier-Stokes equations (www.theinformation.com)
12 days ago

Source: Beijing-based Naive AI, which plans to release its first LLM as early as September, is now valued at $1.4B+ after raising $400M across three rounds (www.theinformation.com)
12 days ago AI

Sources: Anthropic, OpenAI, and Google have held working group meetings since July to discuss creating an industry-led standards body for AI (www.theinformation.com)
19 days ago Google AI

Source: AI assistant Instinct is looking to raise $1B in new funding after recently raising $250M, as it seeks more computing power amid capacity constraints (www.theinformation.com)
21 days ago AI

Sources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs (www.theinformation.com)
22 days ago SpaceX

Sources: Jeffrey Katzenberg, ex-OpenAI Sora head Bill Peebles, and ex-Dropbox CFO Sujay Jaswa plan to launch a startup to train AI video models for filmmakers (www.theinformation.com)
22 days ago Startup AI Dropbox

Sources: China Securities Regulatory Commission is informally tightening IPO approvals for humanoid startups after a volatile debut by industry leader Unitree (www.theinformation.com)
23 days ago China IPO Startup

Source: Gimlet Labs raised its $300M round after telling investors OpenAI may spend $100M+ annually on its services; OpenAI says it's not a paying customer yet (www.theinformation.com)
23 days ago

Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade (www.theinformation.com)
26 days ago

Sources: Mira Murati's Thinking Machines Lab is in talks to raise $1B+ at a $40B+ pre-money valuation, lower than the $50B+ valuation it sought last year (www.theinformation.com)
29 days ago

China-based Moonshot filed confidentially for a Hong Kong IPO; source: the company is in talks to raise a pre-IPO funding round at a $50B valuation (www.theinformation.com)
29 days ago China Hong Kong IPO

Source: OpenAI's Astra model uses “recurrent depth”, a technique that improves cost and performance but obscures the AI's reasoning, making it harder to monitor (www.theinformation.com)
30 days ago AI

Wafer, which makes AI agents that optimize open-source models for a business's workload, raised a $40M Series A, a source says at a $200M+ valuation (www.theinformation.com)
2026-9-2 AI

Shein ends flat at ~$6.20 per share on its first day of trading on the Hong Kong stock exchange, giving it a $26B market cap after raising $1.7B in its IPO (www.theinformation.com)
2026-9-1 Hong Kong IPO

Hong Kong-listed Z.ai reports H1 2026 revenue up 5x YoY to ~$142M, with “open platform and API revenue” up 28x to ~$122M, and net loss down 12% YoY to ~$308M (www.theinformation.com)
2026-9-1 Hong Kong AI

Reframe, which uses AI and industrial robot arms to make modular homes in a factory, raised a $40M Series A extension round led by Energy Impact Partners (www.theinformation.com)
2026-9-1 Energy AI Robot

Sources: CXMT has begun producing HBM3E memory chips in small quantities and plans to expand production in 2027, a major advance for China's chip industry (www.theinformation.com)
2026-9-1 China

Sources: OpenAI starts letting some major customers pay only when its AI completes tasks, as Salesforce and other AI providers test outcome-based pricing (www.theinformation.com)
2026-8-31 AI Salesforce

Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs (www.theinformation.com)
2026-8-31 AI Apple Nvidia

Job listings and other indicators: SpaceX is working on a Bastrop, TX foundry to build blades for large gas turbines, which could ease its AI power crunch (www.theinformation.com)
2026-8-30 AI SpaceX

Cursor co-founder Michael Truell says OpenAI represents just 5% of Cursor's traffic and Cursor trusted OpenAI to be “neutral”; Musk says he “couldn't care less” (www.theinformation.com)
2026-8-30

Sources: the US is drafting a rule to close an export controls loophole that lets Chinese companies access AI chips via data centers in countries like Thailand (www.theinformation.com)
2026-8-29 China Thailand AI

Sources: Cognition is generating ~$900M in annualized revenue, up more than 3x since the start of the year, and executives project it will end 2026 with $1.5B+ (www.theinformation.com)
2026-8-28

Sources: Anthropic has been working on a plan to allow secondary stock sales in its IPO while also considering lockup periods longer than the standard 180 days (www.theinformation.com)
2026-8-28 IPO

Sources: some Trump administration officials circulated a draft EO to create a self-regulatory organization for AI, but it needs buy-in from Trump and others (www.theinformation.com)
2026-8-28 Trump AI

Sources: SoftBank is in talks to buy a majority stake in humanoid robot maker 1X at a $6B valuation; 1X sought $1B at a $10B valuation in 2025, but raised <50% (www.theinformation.com)
2026-8-27 Robot

Source: Nvidia has agreed to buy Hugging Face for $12.9B (www.theinformation.com)
2026-8-27 Nvidia

Sources: DeepSeek generated $70.7M in revenue and posted a $106M net loss in the first seven months of 2026, ~10x its full-year 2025 revenue on a $139M net loss (www.theinformation.com)
2026-8-26

Tim Cook is set to step down on September 1, and a source says Apple hosted an intimate farewell party; sources say Cook's assistant will work with John Ternus (www.theinformation.com)
2026-8-25 Apple Tim Cook

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