Articles from www.theinformation.com

Articles from www.theinformation.com

OpenAI is scaling back shopping directly inside ChatGPT via Instant Checkout by having checkouts instead take place in the specific apps that plug into ChatGPT (www.theinformation.com)
2026-3-5

Sources: OpenAI topped $25B in annualized revenue by end-February, up from $21.4B at end-2025; it annualizes by multiplying the last four weeks' revenue by 12 (www.theinformation.com)
2026-3-5

Sources: OpenAI has picked two law firms to prepare its IPO, which could come as soon as Q4, in one of its first concrete steps toward a public listing (www.theinformation.com)
2026-3-5 IPO 4Q

Sources: OpenAI has held early talks with The Trade Desk to sell ads, and it has projected ads could help double consumer ChatGPT revenue this year to $17B (www.theinformation.com)
2026-3-5

Leaked Friday memo: Dario Amodei called OpenAI's DOD deal “safety theater”, said DOD dislikes Anthropic in part for not giving “dictator-style praise to Trump” (www.theinformation.com)
2026-3-5 Trump

Source: Embo, which is developing world models for robotics, is in talks to raise a $100M+ seed led by a16z, with Khosla, DST Global, and Striker participating (www.theinformation.com)
2026-3-5 Robot

Source: OpenAI is preparing to launch GPT-5.4, which will feature an “extreme” reasoning mode and a context window of 1M tokens, up from 400K in GPT-5.2 (www.theinformation.com)
2026-3-5

Dario Amodei says Anthropic has a higher retention than OpenAI, emphasizing its “mission” as a way to reinforce staff loyalty and fend off competitors' offers (www.theinformation.com)
2026-3-4

Source: OpenAI is developing an alternative to GitHub; the project is nascent, and the decision came after OpenAI engineers experienced an increase in outages (www.theinformation.com)
2026-3-4 GitHub

Sources: Amazon Publisher Services, which helps websites run ad auctions, is exploring offering technology to help other apps and sites sell ads in AI chatbots (www.theinformation.com)
2026-3-4 Amazon AI chatbot

Sources: at Apple's request, Google investigated hosting servers inside its data centers to run a Gemini-based Siri while adhering to Apple's privacy standards (www.theinformation.com)
2026-3-3 Google Apple

Source: OpenAI expects to raise an additional $10B from financial investors by the end of March 2026, bringing its post-investment valuation to $850B (www.theinformation.com)
2026-2-28

Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 (www.theinformation.com)
2026-2-27 Google

Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip (www.theinformation.com)
2026-2-27 AI

Encord, whose software helps companies developing AI models manage training data for robots and other uses, raised $60M at a $500M pre-money valuation (www.theinformation.com)
2026-2-27 AI Robot

Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (www.theinformation.com)
2026-2-26 Nvidia

Sources: Amazon plans to invest up to $50B in OpenAI, $35B of which could hinge on an IPO or AGI milestone; OpenAI is discussing custom models for Amazon (www.theinformation.com)
2026-2-26 Amazon IPO

OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years (www.theinformation.com)
2026-2-26 AI Apple

Sources: Saronic, which is building autonomous warships, is raising up to $1.5B at a ~$7.5B pre-money valuation; Saronic was last valued at $3.4B a year ago (www.theinformation.com)
2026-2-26

Sources: AI chipmaker Cerebras confidentially files for a US IPO after withdrawing a previous IPO last year, and a listing could take place as soon as April (www.theinformation.com)
2026-2-24 IPO AI

OpenAI scrambled for compute power after the Stargate project stalled; sources: OpenAI still plans to build its own data centers, but not in the near future (www.theinformation.com)
2026-2-23

Sources: OpenAI has 200+ people working on AI devices, including a smart speaker priced between $200 and $300, possibly smart glasses and a smart lamp (www.theinformation.com)
2026-2-21 AI

Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (www.theinformation.com)
2026-2-20 AI Goldman AMD

ZaiNar, a developer of a GPS alternative that uses Wi-Fi and 5G to provide location data, raised $10M at a $1B valuation, bringing its total funding to $100M (www.theinformation.com)
2026-2-20 5G GPS

Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising (www.theinformation.com)
2026-2-19

Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI (www.theinformation.com)
2026-2-19 AI

Anthropic expects to pay Amazon, Google, and Microsoft $80B+ total to run its models on their servers through 2029, plus an additional $100B for training costs (www.theinformation.com)
2026-2-18 Google Amazon Microsoft

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark (www.theinformation.com)
2026-2-18

Sam Altman says Peter Steinberger, founder of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source (www.theinformation.com)
2026-2-16

Sources: OpenAI is in advanced talks to hire OpenClaw founder Peter Steinberger and several team members; Steinberger would likely work on personal agents (www.theinformation.com)
2026-2-16

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