Articles from www.theinformation.com

Articles from www.theinformation.com

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)
2026-6-6 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)
2026-6-6 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)
2026-6-5

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)
2026-6-4 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)
2026-6-4 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

Source: AI inference provider Baseten is in talks to raise $1B at a post-money valuation of $11B, up from $5B after its $300M Series E announced in January (www.theinformation.com)
2026-5-27 AI

Sources: OpenAI generated about $5.7B in revenue in Q1, nearly $1B more than Anthropic (www.theinformation.com)
2026-5-22

Sources: Anthropic is in talks to rent servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its Azure usage since November 2025 (www.theinformation.com)
2026-5-21 Microsoft

Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via SAFE (www.theinformation.com)
2026-5-20 Startup Equity

Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (www.theinformation.com)
2026-5-18 Startup AI

Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML (www.theinformation.com)
2026-5-15 Layoffs SpaceX

Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” (www.theinformation.com)
2026-5-14 China AI Tencent

Source: Anthropic is in advanced talks to acquire New York-based Stainless, which helps developers generate SDKs from APIs, for at least $300M (www.theinformation.com)
2026-5-13 New York

Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products (www.theinformation.com)
2026-5-13 Google AI

OpenAI stands to hold ~$2.6B in combined CoreWeave and Cerebras stock that it acquired by committing to buy cloud services and chips, and to lend Cerebras money (www.theinformation.com)
2026-5-12

Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; they previously could have totaled $135B through 2030 if long-term goals were met (www.theinformation.com)
2026-5-12 Microsoft

Sources: Kuaishou plans to spin off its Kling AI video unit for an IPO in 2027 and is seeking a $20B valuation in pre-IPO funding talks with potential investors (www.theinformation.com)
2026-5-11 IPO AI

Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month (www.theinformation.com)
2026-5-9 AI

Sources: DeepSeek seeks to raise ~$7.3B in its first-ever funding round at a $50B+ valuation, with CEO Liang Wenfeng making a personal investment of ~$2.9B (www.theinformation.com)
2026-5-8

Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation (www.theinformation.com)
2026-5-8 AI

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