Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness (www.theinformation.com)
2025-12-5 Google AI

Sources: multiple Microsoft divisions lowered how much salespeople are supposed to grow sales of certain AI products after missing growth targets, a rare move (www.theinformation.com)
2025-12-4 Microsoft AI

ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March (www.theinformation.com)
2025-12-3 Startup

Sources: Anthropic is in talks to buy developer tool startup Bun for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue (www.theinformation.com)
2025-12-3 Startup

Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations (www.theinformation.com)
2025-12-3

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads (www.theinformation.com)
2025-12-2

Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025 (www.theinformation.com)
2025-12-2 Startup AI

Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (www.theinformation.com)
2025-12-1 AI

A profile of Klay, whose app will let users remake songs using AI; Klay has raised ~$10M and is the first AI startup to close deals with the three major labels (www.theinformation.com)
2025-11-30 Startup AI

Sources: ServiceNow is in advanced talks to buy corporate data management and security startup Veza for $1B+ in a deal as early as next week (www.theinformation.com)
2025-11-27 Startup

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (www.theinformation.com)
2025-11-26 China Nvidia

Sources: Google has begun pitching customers, including Meta and big financial institutions, on the idea of using TPUs in their own data centers (www.theinformation.com)
2025-11-25 Google

Sources: Kalshi told investors that its trading volume grew six times in the last six months and it is on an annualized pace for $600M to $700M in net revenue (www.theinformation.com)
2025-11-24

Internal memo: Sam Altman told OpenAI employees last month that Google's recent progress in AI could “create some temporary economic headwinds for our company” (www.theinformation.com)
2025-11-21 Google AI

Sources: SoftBank plans to invest up to $3B to remodel an EV plant in Lordstown, Ohio, that will produce equipment for OpenAI's forthcoming US data centers (www.theinformation.com)
2025-11-21

Sources: Salesforce's Slack tells customers in China, Hong Kong, Macau, and Taiwan that they must migrate their accounts to partner Alibaba before February (www.theinformation.com)
2025-11-20 China Hong Kong Taiwan Alibaba Salesforce Slack

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
2025-11-20 Nvidia

Sources: Coinbase is preparing to launch a prediction market powered by Kalshi to allow its clients to bet on events such as elections and sports (www.theinformation.com)
2025-11-20 Coinbase

Gemini co-lead Oriol Vinyals says Gemini 3's gains come from better pre-training and post-training, contradicting the idea that pre-training gains are falling (www.theinformation.com)
2025-11-20

Sources: Databricks is in talks to raise money at a valuation of more than $130B, up about 30% from September when it raised a $1B Series K at a $100B valuation (www.theinformation.com)
2025-11-18

Sources: Mira Murati's Thinking Machines Lab is in talks with potential investors to raise about $5B and is aiming for a valuation of at least $50B (www.theinformation.com)
2025-11-18

Coding assistant startup Sourcegraph says ads in its free tier are generating $5M to $10M in annualized revenue; the ad-supported tier was launched in October (www.theinformation.com)
2025-11-18 Startup

Dealogic: 51 US tech IPOs raised $16.8B in 2025, driven by AI and crypto, above the past three-year average but far below 2021's 127 IPOs raising $74.4B (www.theinformation.com)
2025-11-16 IPO AI

Sources: Apptronik, a humanoid robot maker backed by Google, is in the process of raising at least $400M led by B Capital at a $5B pre-money valuation (www.theinformation.com)
2025-11-15 Google Robot

Elon Musk says Grok 5 would be released “in Q1 sometime”, later than a deadline he previously set of releasing the model by the end of 2025 (www.theinformation.com)
2025-11-15 Elon Musk

Sources: OneTrust, which sells privacy and compliance software and was last valued at $4.5B in 2023, is exploring a sale, possibly to private equity buyers (www.theinformation.com)
2025-11-14 Equity

Search and browser startup Brave says it has passed $100M in annualized revenue in Q1, and had 100M MAUs as of September, up from 77M at the end of 2024 (www.theinformation.com)
2025-11-12 Startup Browser

Source: Blue Owl's Digital Infrastructure funds are investing ~$3B in a New Mexico-based Stargate data center, set to consume 4.5GW, as Blue Owl expands into AI (www.theinformation.com)
2025-11-12 Mexico AI

Sources: Apple may add a second camera to the next iPhone Air, possibly set for spring 2027 release alongside the iPhone 18 and 18e, to address user complaints (www.theinformation.com)
2025-11-11 iPhone Apple

Sources: Apple is delaying the release of the next version of the iPhone Air, originally planned for fall 2026, after the first model sold below expectations (www.theinformation.com)
2025-11-11 iPhone Apple

Previous Page Next Page