Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: Character.AI rival Talkie, one of the most-downloaded AI apps in the US and made by China's MiniMax, prepares an AI video feature to reignite growth (www.theinformation.com)
2024-12-18 China AI

Sources detail Anthropic and OpenAI's rivalry: OpenAI boosted ChatGPT's coding skills in response to Claude, Anthropic's safety focus, exec bad blood, and more (www.theinformation.com)
2024-12-13

Sources: Apple is working with Broadcom to develop its first AI server chip, codenamed Baltra and set for 2026 mass production, a milestone for its silicon team (www.theinformation.com)
2024-12-12 AI Apple

Source: Google asked the US to break up Microsoft's exclusive agreement to host OpenAI's tech on its cloud servers (www.theinformation.com)
2024-12-11 Google Microsoft

Sources: Meta is shifting part of the development and design of MR headsets to Chinese manufacturer Goertek and moving half of production to Vietnam from China (www.theinformation.com)
2024-12-6 China Vietnam

Sources: Apple and Baidu are working to add AI features to Chinese iPhones but have clashed over model training data, and the models have struggled with prompts (www.theinformation.com)
2024-12-5 China AI Apple

Sources: ByteDance execs fear that launching its own AI models, or apps powered by the models, in the US could give lawmakers another excuse to attack TikTok (www.theinformation.com)
2024-11-30 AI

Source: Amazon's new generative AI model, codenamed Olympus, can process images, video, and text, and could be unveiled at next week's AWS re:Invent (www.theinformation.com)
2024-11-28 Amazon AI

Sriram Krishnan, a general partner at a16z, is leaving the firm; source: he has talked to Elon Musk about joining the Department of Government Efficiency (www.theinformation.com)
2024-11-28 Elon Musk

Sources: the prototypes of the thin iPhone are between 5 and 6 millimeters thick, and may be too thin for a physical SIM, which could dampen China sales (www.theinformation.com)
2024-11-26 China iPhone

Sources: OpenAI considered making a browser, discussed deals to power AI features on Samsung devices and search on sites and apps from Condé Nast and others (www.theinformation.com)
2024-11-22 Samsung AI Browser

Source: Databricks has told investors it is looking to raise $7B to $9B at a ~$61B valuation, to cash out employees that hold restricted stock units (www.theinformation.com)
2024-11-20

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems (www.theinformation.com)
2024-11-18 Nvidia

Sources: Meta plans to launch ads on Threads in early 2025; Meta's public statements imply any ad rollout for Threads next year will be slow (www.theinformation.com)
2024-11-14

Sources: execs at xAI rivals were alarmed by how fast Elon Musk set up the 100K GPU cluster Colossus; a source says Sam Altman argued with Microsoft over it (www.theinformation.com)
2024-11-14 Microsoft Elon Musk

Sources: more than a year before the election, TikTok execs revamped moderation rules and trust and safety staff to make TikTok more appealing to Trump fans (www.theinformation.com)
2024-11-12 Trump

Sources: the jump in quality from GPT-4 to Orion is far smaller than the jump from GPT-3 to GPT-4; Orion may not outperform predecessors in tasks like coding (www.theinformation.com)
2024-11-10

Source: Amazon is discussing a second multibillion-dollar investment in Anthropic, but wants Anthropic to use a large number of servers powered by Amazon chips (www.theinformation.com)
2024-11-8 Amazon

A ~12% stock rally on November 5 lifted Reddit's market cap to $21.5B, making Reddit more valuable than Snap, which has 4x as many users and 4x as much revenue (www.theinformation.com)
2024-11-6 Reddit

T-Mobile to use OpenAI tech for a customer service bot slated for next year that can refer to customer-specific data, and will pay OpenAI $100M over three years (www.theinformation.com)
2024-11-5 Mobile

Sources: ByteDance's international revenue grew 60%+ YoY to about $17B in H1 2024, and overall revenue grew 35% to about $73B, after growing 40% in H1 2023 (www.theinformation.com)
2024-11-5

Filing: US regulators block a proposal related to AWS' deal to buy nuclear power for data centers in Pennsylvania over grid reliability and other concerns (www.theinformation.com)
2024-11-2

CoreWeave told investors its signed contracts are worth $17B, including $10B by Microsoft from 2023 to 2030, and it expects revenue to grow 4x to $8B in 2025 (www.theinformation.com)
2024-11-2 Microsoft

Sources: in a first, Apple is using an Indian factory to do the early manufacturing work for the base model of the iPhone 17; the iPhone 17 Pro remains in China (www.theinformation.com)
2024-10-30 China India iPhone Apple Manufacturing

Source: Meta is working on a search engine that provides conversational answers about current events for Meta AI users, to reduce its reliance on Google (www.theinformation.com)
2024-10-29 Google AI

Sources: Google plans to preview an AI product codenamed Jarvis, which takes over a user's web browser to complete tasks like booking a flight, in December (www.theinformation.com)
2024-10-27 Google AI Browser

Source: Perplexity CEO told staff in 2023 that it had acquisition offers from X, OpenAI, and Notion, in the $150M to $200M range; Microsoft was also interested (www.theinformation.com)
2024-10-26 Microsoft

Sources: Apple has sharply scaled back Vision Pro production since early summer, and could stop making the existing version entirely by the end of 2024 (www.theinformation.com)
2024-10-24 Apple

Sources: Shein's revenue growth slowed to 23% YoY to $18B in H1 2024 and its profit declined 70%+ YoY to just under $400M, as competition with Temu intensifies (www.theinformation.com)
2024-10-23

A look at Greg Brockman's role at OpenAI, as his return from a sabbatical nears; sources: OpenAI CFO thinks Apple pulled out of fundraising due to Murati's exit (www.theinformation.com)
2024-10-19 Apple

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