The Information — AI
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The Information — AI news-outlet 7h ago
Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions
Smith + Howard, an accounting firm backed by private equity giant TPG that has grown in part by snapping up smaller firms, is gearing up for a new round of acquisitions—including two that could close by the end of the year. As it grows, the firm is exploring how AI could…
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Blackstone-Backed AirTrunk Postpones REIT IPO Amid Market Volatility
Data center operator AirTrunk is postponing a planned initial public offering of a real estate investment trust in Singapore to next year as higher interest rates and volatile markets dampen investor demand, Bloomberg reported. The Sydney-headquartered company, which is backed…
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Microsoft Explores Ways to Cut Costs in Azure Cloud Unit
Microsoft has discussed making significant cost reductions in its Azure cloud unit, The Information reported late Tuesday. Girish Bablani, president of Microsoft’s Azure cloud unit, recently told senior leaders in his group to think about ideas for reducing costs by at least…
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Anthropic Strikes Licensing, Acqui-Hire Deal With AI Security Startup
Anthropic has struck an agreement to license technology and hire some engineers from Opaque Systems, a five-year-old startup that sells software for securing confidential data for use with AI agents, according to an Anthropic spokesperson. The Anthropic spokesperson didn’t have…
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OpenAI’s Bug and Bumble’s AI-Powered Exit
When is someone going to make a TV show set at OpenAI? It’s got swarms of rogue AI agents causing havoc across the internet, not to mention periodic corporate drama. And today we learned that an OpenAI engineer allegedly planted a “sophisticated recording device” inside a…
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OpenAI Eyes Startup Acquisition That Could Boost Cybersecurity Business
OpenAI, which is trying to develop a substantial cybersecurity business, is in early talks to buy Trail of Bits, a startup that finds and fixes vulnerabilities in open-source software, according to people familiar with the matter. The size of the potential deal couldn’t be…
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Microsoft Cloud President Asks Leaders to Find 20% Cost Cuts
Microsoft has discussed making significant cost reductions in its Azure cloud-server-rental unit, according to a person with direct knowledge of the situation. Girish Bablani, president of Azure, in recent weeks told senior leaders in his group, which has about 11,500 employees,…
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OpenAI Employee Arrested For Allegedly Installing Office Listening Device
An OpenAI employee, Abdulrahman Alfozan, has been arrested in connection with a hidden listening device uncovered at one of the company’s San Francisco offices, the Justice Department said on Tuesday. The employee, who has been terminated, was charged with “using or endeavoring…
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Character.ai Files For Bankruptcy, Citing Costs and Litigation
Character.ai, a five-year-old startup that lets users create and interact with AI-powered personas, on Monday said it filed for Chapter 11 bankruptcy after encountering “significant legal, regulatory, and operational headwinds.” The startup said Disney, which will serve as the…
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JPMorgan Blocks External AI Agents From Accessing Client Accounts
JPMorgan said it’s blocking external AI agents like Meta’s Muse and Instinct from accessing client accounts. “We’re not going to allow just any outside agent to come in inside the company because that’s just too risky for clients and for JPMorgan,” said Jamie Dimon, CEO of the…
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JPMorgan Closely Tracking Its AI Exposure, CFO Says
JPMorgan CFO Jeremy Barnum said on Tuesday that the bank is carefully monitoring its AI exposure as the capital expenditure demands of the AI buildout grow. He noted that lenders generally need to keep tabs on direct and indirect exposure to AI infrastructure spending, as well…
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Rebuilding Companies for the Agentic Era
Companies have spent the past few years figuring out how to put AI to work. In 2026, some are confronting a bigger question: What should a company look like when AI can understand context, coordinate work and act across systems? The Information ’s Co-Executive Editor Amir Efrati…
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OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model
OpenAI is grappling with fallout from its use of a controversial innovation in AI design as it works to get its next unreleased model to a place where leaders believe they can safely release it. The model design, known as loop transformers or recurrent depth, can make it harder…
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Why Companies Can't Prove Their AI Spending Pays Off
The trillion-dollar question of the AI boom is whether businesses’ spending on the technology pays off. But measuring that return is often uncertain, confusing or incomplete. That’s because it takes time for AI to show a return on investment that can be demonstrated in a…
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Apple Launches Home Hub Product
Apple is launching a tablet-like smart home device as part of a renewed push into the home. The $299 HomeView is a 7-inch screen that sits on kitchen counters or mounts on walls. Apple said the HomeView is designed for watching and listening to content as well as smart home…
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Neocloud Prime Intellect Acquires Startup To Speed Up Inference
Neoclouds and so-called inference providers that help app developers run open source models are trying to differentiate themselves in a very crowded market. For instance, one such neocloud, Prime Intellect , which was valued at $1 billion in an equity financing in July, is…
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Applied Intuition Fields Offers at $30 Billion Valuation
For the last three years, AI labs like OpenAI, Anthropic and xAI have sucked up a lot of investor attention—as well as nosebleed valuations. Now a growing number of startups that make apps, agents or other software powered by AI are fetching valuations of $20 billion or higher.…
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Applied And Lam Are Overlooked Chip Equipment Stocks
The AI chip sector has been picked clean of bargains, as stocks of chip designers, chip manufacturers and chip manufacturing equipment makers have all soared in the past year. But that doesn’t mean there aren’t still some opportunities if you know where to look. One example:…
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Anthropic to Build First Data Center in Japan
Anthropic is in the final stages of talks with NTT Data Group to build its first data center in Japan, Nikkei reported. The facility is expected to have a total power intake capacity of up to 500 megawatts, which would make it one of Japan’s largest data centers. Construction…
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Exclusive: Microsoft Reorganizes Azure Cloud Unit Amid AI Overhaul
Microsoft is overhauling the leadership of its Azure cloud business, cloud chief Scott Guthrie told staff Monday, as the company moves to consolidate units and reorient itself around AI. As part of the reorg, Arun Ulag, who previously oversaw Azure’s database products, will now…
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Exclusive: Microsoft Reorganizes Azure Cloud Unit Amid AI Overhaul
Microsoft is overhauling the leadership of its Azure cloud business, cloud chief Scott Guthrie told staff Monday, as the company moves to consolidate units and reorient itself around AI. As part of the reorg, Arun Ulag, who previously oversaw Azure’s database products, will now…
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Researchers Need to Learn How AI Makes Decisions, Says Goodfire’s Tom McGrath
To understand the decision-making of AI, developers often look at the text that models produce as they reason through problems. But these “chains of thought” are increasingly hard to read, which is prompting AI developers to consider other approaches. One alternative, known as…
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Researchers Need to Learn How AI Makes Decisions, Says Goodfire’s Tom McGrath
To understand the decision-making of AI, developers often look at the text that models produce as they reason through problems. But these “chains of thought” are increasingly hard to read, which is prompting AI developers to consider other approaches. One alternative, known as…
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Meta Reaches AI’s Crowded Frontier—Will Users Care?
If it’s Monday, it must be time for another AI model release. This time, it was Meta Platforms’ turn, unveiling Muse Wonder, which it claims can “deliver state-of-the-art performance” on certain tasks. It was a triumphant moment for the company, whose AI efforts previously went…
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Meta Reaches AI’s Crowded Frontier—Will Users Care?
If it’s Monday, it must be time for another AI model release. This time, it was Meta Platforms’ turn, unveiling Muse Wonder, which it claims can “deliver state-of-the-art performance” on certain tasks. It was a triumphant moment for the company, whose AI efforts previously went…
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Bumble in Talks to Go Private With Sequoia Partner Gupta’s New Venture
Dating app company Bumble is in advanced talks to be taken private by a holding company founded recently by former Sequoia’s partner Ravi Gupta, the Wall Street Journal reported Monday. A deal would value Bumble at roughly $1 billion, a steep premium to its last market cap of…
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Bumble in Talks to Go Private With Sequoia Partner Gupta’s New Venture
Dating app company Bumble is in advanced talks to be taken private by a holding company founded recently by former Sequoia’s partner Ravi Gupta, the Wall Street Journal reported Monday. A deal would value Bumble at roughly $1 billion, a steep premium to its last market cap of…
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Trump Administration Plans to Move AI Testing Agency Officials to White House
The small agency within the Commerce Department tasked with testing new AI models appears to be getting a refresh. In September, the Trump administration began the process of restructuring the Center for Advancing Innovation and Standards for Super Intelligence so that three of…
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Trump Administration Plans to Move AI Testing Agency Officials to White House
The small agency within the Commerce Department tasked with testing new AI models appears to be getting a refresh. In September, the Trump administration began the process of restructuring the Center for Advancing Innovation and Standards for Super Intelligence so that three of…
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Andreessen Horowitz, General Catalyst Race to Secure the Chips Their Startups Need
As startups scramble to get access to AI servers, more venture capital firms are finding ways to secure compute on their behalf. Andreessen Horowitz, which two years ago set up a cluster of 20,000 graphics processing units for its startups, is in talks to expand its offering,…
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Andreessen Horowitz, General Catalyst Race to Secure the Chips Their Startups Need
As startups scramble to get access to AI servers, more venture capital firms are finding ways to secure compute on their behalf. Andreessen Horowitz, which two years ago set up a cluster of 20,000 graphics processing units for its startups, is in talks to expand its offering,…
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Meta Unveils New AI Models to Challenge OpenAI and Anthropic
Meta Platforms unveiled two new AI models, Muse Wonder and Muse Wonder Full, on Monday as it seeks to strengthen its position in the competitive AI race. CEO Mark Zuckerberg announced the models on Threads, describing them as significantly larger and more advanced than the…
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Meta Unveils New AI Models to Challenge OpenAI and Anthropic
Meta Platforms unveiled two new AI models, Muse Wonder and Muse Wonder Full, on Monday as it seeks to strengthen its position in the competitive AI race. CEO Mark Zuckerberg announced the models on Threads, describing them as significantly larger and more advanced than the…
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OpenAI’s Plan To Revive Sora
Remember OpenAI’s video model Sora and all the great Sam Altman memes that came from it? Earlier this year, the ChatGPT-maker canned both the model and the TikTok-like app it powered as part of broader culling of server-intensive “side projects” even as rivals xAI and Google…
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OpenAI’s Plan To Revive Sora
Remember OpenAI’s video model Sora and all the great Sam Altman memes that came from it? Earlier this year, the ChatGPT-maker canned both the model and the TikTok-like app it powered as part of broader culling of server-intensive “side projects” even as rivals xAI and Google…
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Microsoft Debuts New Homegrown AI Chip, Plans to Deploy Multiple Gigawatts Next Year
Microsoft on Monday announced the latest generation of its homegrown AI chips, dubbed the Maia 300, and said it plans to set up “multi-gigawatt deployments” of the chip starting next year. The move shows how Microsoft is aiming to reduce its dependence on Nvidia-designed GPUs,…
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Microsoft Debuts New Homegrown AI Chip, Plans to Deploy Multiple Gigawatts Next Year
Microsoft on Monday announced the latest generation of its homegrown AI chips, dubbed the Maia 300, and said it plans to set up “multi-gigawatt deployments” of the chip starting next year. The move shows how Microsoft is aiming to reduce its dependence on Nvidia-designed GPUs,…
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How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella
In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint. In response, Charles Lamanna, then a Microsoft president and rising star within the giant firm, went to CEO…
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How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella
In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint. In response, Charles Lamanna, then a Microsoft president and rising star within the giant firm, went to CEO…
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Meta Bans ByteDance Ads on Its Platforms
Meta Platforms has banned advertisements from ByteDance on its platforms in the U.S. and several other markets, Bloomberg and other media outlets reported. Meta implemented the ByteDance ad ban in the U.S., Canada, Egypt, Indonesia, Japan, Thailand and Vietnam, according to…
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Meta Bans ByteDance Ads on Its Platforms
Meta Platforms has banned advertisements from ByteDance on its platforms in the U.S. and several other markets, Bloomberg and other media outlets reported. Meta implemented the ByteDance ad ban in the U.S., Canada, Egypt, Indonesia, Japan, Thailand and Vietnam, according to…
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Bain’s Bridge Data Centres Seeks Upsized Loan of $6.6 Billion
Bain Capital-owned Bridge Data Centres is in talks with banks to increase the size of a loan from $2.8 billion to about $6.6 billion for its Malaysia operations, Bloomberg reported. The raise would be one of the largest debt financing deals in Asia’s data centre industry. Bridge…
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Bain’s Bridge Data Centres Seeks Upsized Loan of $6.6 Billion
Bain Capital-owned Bridge Data Centres is in talks with banks to increase the size of a loan from $2.8 billion to about $6.6 billion for its Malaysia operations, Bloomberg reported. The raise would be one of the largest debt financing deals in Asia’s data centre industry. Bridge…
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Amazon’s Bargains Include Its Stock
It’s the quiet before the storm of earnings season, which starts in a week or two. While we wait for the third-quarter updates, here’s a thought: Investor enthusiasm for semiconductor stocks and blue-sky vision companies like SpaceX appears to have sucked money out of stocks of…
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Amazon’s Bargains Include Its Stock
It’s the quiet before the storm of earnings season, which starts in a week or two. While we wait for the third-quarter updates, here’s a thought: Investor enthusiasm for semiconductor stocks and blue-sky vision companies like SpaceX appears to have sucked money out of stocks of…
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The Attractive Economics Behind Anthropic Data Center Sprint
Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed ? It’s simple: Every server Anthropic plugs in sooner to run its products could be wildly profitable, according to fresh analysis of upcoming AI data center sites,…
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The Attractive Economics Behind Anthropic Data Center Sprint
Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed ? It’s simple: Every server Anthropic plugs in sooner to run its products could be wildly profitable, according to fresh analysis of upcoming AI data center sites,…
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Zuckerberg’s Big Biotech Moment
• The Big Read: Meet Zach Frankel, the secretive investor behind Cognition, Ramp • Why techies are hoarding AI compute in their homes • Plus, Recommendations—our weekly pop culture picks: “ Bram Stoker’s Dracula ,” “ The AGI Chronicles ” and “ Your Mother Your Mother Your Mother…
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Zuckerberg’s Big Biotech Moment
• The Big Read: Meet Zach Frankel, the secretive investor behind Cognition, Ramp • Why techies are hoarding AI compute in their homes • Plus, Recommendations—our weekly pop culture picks: “ Bram Stoker’s Dracula ,” “ The AGI Chronicles ” and “ Your Mother Your Mother Your Mother…
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GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes
The basement of Gary Flake’s contemporary home in a quiet neighborhood in Bellevue, Wash., is furnished with everything you’d expect in a multipurpose man cave. There’s a cozy-looking couch situated between a large screen and a digital projector, a Peloton treadmill and a rowing…
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