The Information — AI
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The Information — AI news-outlet 2h ago
Musk Responds to The Information’s Report About SpaceX Setting Up a Turbine Blade Factory
SpaceX CEO Elon Musk on Saturday responded to The Information’s report that his company was laying the groundwork for a foundry to build turbine vanes and blades to avoid a power shortage for AI data centers. “By doing in-house casting [of vanes and blades] at SpaceX, we can…
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Exclusive: SpaceX Lays Groundwork For Turbine-Blade Factory to Solve Data Center Power Crunch
Clues are emerging that Elon Musk intends to bypass the power supply chain for AI data centers in a way others assumed was impossible, by making highly complex components himself. It’s a move no one else has been bold enough to attempt.
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The Hugging Face Hack’s Chilling Postmortem
• The Big Read: Notion makes an all-in bet on AI • How ‘tax alpha’ mania took over Silicon Valley • Plus, Recommendations—our weekly pop culture picks: “ The Flood ,” “ Crossing the Wine-Dark Sea ” and “ American Doctor ” A group of hippos is called a bloat. Multiple pandas form…
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Why ‘Tax Alpha’ Is Silicon Valley’s New Obsession
Brent Sullivan, a Seattle-based author of an influential newsletter on taxes and personal finance for the wealthy, got an urgent call last month from a longtime SpaceX employee. The employee was sitting on a tidy nest egg from their newly public SpaceX stock and thinking about…
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OpenAI Pulls Its AI Models From SpaceX-Owned Cursor
OpenAI said Friday night that it will terminate its contract to provide its AI models to coding assistant Cursor following Cursor’s $60 billion acquisition by Elon Musk’s SpaceX. The move escalates the high-profile feud between OpenAI CEO Sam Altman and Musk: OpenAI’s post…
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Andreessen Horowitz Raises $1.1 Billion for AI Hardware Fund
Andreessen Horowitz raised $1.1 billion for a fund that will invest in physical AI and infrastructure startups, the firm announced Friday. The money will be used to back companies building chips, memory, networking, storage and other companies involved in the AI buildout.…
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Kalshi Court Setback Raises Prospect of Supreme Court Fight
Prediction markets startup Kalshi was dealt a setback by a federal appeals court that Friday ruled states had the right to regulate prediction markets, increasing the likelihood the company will turn to the Supreme Court to intervene in a fight between state lawmakers and the…
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PayPal Falls 12% After Stripe and Advent End Pursuit
PayPal shares tumbled 12% on Friday after a Bloomberg report that Stripe and private equity firm Advent International had abandoned their attempt to buy the company. Shares of PayPal fell to $54 as of Friday morning, lower than the $60.50 per share price that Stripe and Advent…
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Notion Plans Hiring Binge as CEO Makes All-In Bet on AI
As AI has reordered Silicon Valley, it has ushered in an adapt-or-die reckoning for quite a few members of tech’s older generations. That’s true even for 13-year-old Notion, which shot to popularity in the 2010s with a slick note-taking app. In recent years, the company has…
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Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips
Soon after President Donald Trump began his second term in office in 2025, the White House announced it would undo export controls the Biden administration had imposed on advanced AI chips to slow the technical progress of geopolitical rivals like China. In recent weeks, a small…
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Tencent’s New Flagship AI Model Shows Major Progress
Chinese tech giant Tencent Holdings on Friday launched a preview version of its new flagship open-source model, Hy4, which demonstrates a significant improvement in performance from its predecessor. Benchmarks and early feedback on Hy4 suggest that Tencent is emerging as a more…
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Z.ai’s Latest Model Intensifies Competition for Low-Cost Offerings
Chinese AI firm Z.ai ’s new open-source model is generating a lot of buzz because of its near-frontier capabilities at super low costs. This further intensifies the price competition in the global AI model market. The new GLM-5.3 Flash model, officially released earlier this…
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U.S. Judge Orders Pentagon to Rescind Blacklisting of Anthropic
A federal judge ruled that the Defense Department must end its blacklisting of Anthropic in a blistering decision that accused the Trump administration of violating the AI company’s First Amendment rights. The decision, issued late Thursday by U.S. District Judge Rita Lin of the…
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OpenAI Leads New Call for Cyberdefense of Critical Infrastructure
Over 100 companies from tech, finance and other industries signed a statement that OpenAI published Thursday calling for an industry-wide effort to protect critical infrastructure, including hospitals and water treatment plants, from AI cyberattacks. “We have a limited window to…
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Wall Street Learns to Love Software, Again
Forget the SaaSpocalypse! It's a SaaS renaissance (SaaSaissance, anyone?). Shares of Salesforce rocketed 23% on Thursday, leading a recovery for many of the most beaten-down software stocks, including ServiceNow, Figma and Asana, after Salesforce reported upbeat July-quarter…
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There’s a ‘Large Opportunity’ in China, Says VC firm Dimension
China hasn’t held the same opportunities for U.S. venture capitalists it once did, given a crackdown by both countries on cross-border tech investments. But U.S. VCs are still hungry for insights into the country’s tech startups, whose fast growth holds clues to the future of…
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Workday Revenue Growth Flattens But Execs Suggest an AI-Related Boost is Coming
Workday, whose software is used by HR and finance teams, said revenue growth slowed slightly in the July quarter, underscoring how enterprise software companies have yet to show that AI can boost their revenue meaningfully. Shares initially fell 7% in after-hours trading before…
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Inside Cognition’s Booming Growth, High Cash Burn
Revenue is surging at Cognition and several other AI application providers, previously unreported data show, offering some reassurance to investors and hardware suppliers that startups can thrive despite competition from Anthropic and OpenAI. Cognition, which makes the Devin…
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Visa Says Its AI ‘Harness’ Makes Anthropic Cheaper to Use For Cyber Defense
Anthropic’s AI is pricey, but customers are finding they can use it more efficiently by adding software known as a harness to control the way AI models operate. Visa in April developed a harness that reduces the cost of and time it takes for Anthropic’s Mythos AI to find and fix…
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Anthropic Considers Letting Shareholders Sell In IPO, Departing from SpaceX Playbook
Anthropic has been working on a plan to let existing shareholders sell some stock in its blockbuster initial public offering while also considering longer-than-usual lockup periods for sales after it’s public, people familiar with the process said. Allowing secondary stock sales…
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Trump Administration Executive Order for New AI Regulator Stalls
The Trump administration has internally circulated a draft executive order in recent weeks, calling for the creation of a self-regulatory organization for AI companies that produce state-of-the-art models, according to two people who have viewed a draft. Drafting of the order…
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The Buzz at This Year's Hot Chips Conference: AI Is Supercharging Chip Design
AI is speeding up chip design. That was a key theme in conversations I had this week with engineers, researchers and a handful of startups pitching AI-driven design help at the annual Hot Chips semiconductor conference in Palo Alto, Calif. OpenAI’s Jalapeño chip, which it claims…
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Polymarket Woos Sports Leagues For High-Speed Data Amid Regulatory Questions
Polymarket has inked a fresh deal to get access to high-speed data and streaming video content for more than 20 sporting associations, a sign that leagues are warming to prediction markets even as their legal status in the U.S. remains contested. An expanded partnership with…
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Exclusive: Gibson Dunn Hires Paul Weiss Tech Lawyer Ashtor
Gibson Dunn, a Los Angeles-headquartered law firm well-known for its litigation practice, has hired tech lawyer Jonathan Ashtor from New York law firm Paul Weiss, according to a release reviewed by The Information. The hire is the latest in a series of senior moves among the…
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Nvidia Agrees to Buy Hugging Face For $12.9 Billion
Nvidia has agreed to buy Hugging Face, the GitHub-like repository of open-source AI models, for $12.9 billion, roughly 80 times the startup’s forward revenue, after deal talks kicked off when another suitor came calling, The Information reported . Salesforce, an investor in the…
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SoftBank Explores Buying Majority Stake in 1X Humanoid Maker
SoftBank is in talks to buy a majority stake in 1X Technologies, an OpenAI-backed humanoid robot developer, The Information reported late Wednesday . The investment would support SoftBank’s robotics ambition and give 1X more runway to put its soft-bodied bots in customers’…
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Hundreds of OpenAI Agents Attacked Hugging Face, Independent Investigation Finds
About 1,200 AI agents that were supposed to be isolated from each other communicated over a makeshift message board they created using one of OpenAI’s software programs, of which about 700 went on to participate in last month’s cyberattack on Hugging Face, according to the…
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SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation
SoftBank is in talks to buy a majority stake in 1X Technologies, an OpenAI-backed humanoid robot developer, in a deal that would value the startup at about $6 billion, according to people with knowledge of the deal. The investment would buttress SoftBank’s robotics ambition. The…
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Nvidia Agrees to Buy Open Source Model Repository Hugging Face For $12.9 Billion
Nvidia has agreed to buy Hugging Face, a company known for its GitHub-like repository of open-source AI models, for $12.9 billion, according to a person with knowledge of the agreement. The move will put Nvidia in charge of a strategic asset in the race among open-source model…
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Four-month-old AI Assistant Startup Instinct Raises at a $2.5 Billion Valuation
Instinct, a startup whose AI assistant connects to users’ applications and performs tasks on their behalf, is raising a Series B at a $2.5 billion valuation in a round led by Index Ventures and Benchmark, said a person with direct knowledge. The round will close in the next…
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Bill Gates’ AI Warning and Nvidia’s Boffo Quarter
You couldn’t miss the disconnect in the AI discussion among major tech figures on Wednesday. Microsoft co-founder Bill Gates warned in a lengthy essay about the dangers posed by the technology , noting that he would support a global slowdown in AI advances if someone had a…
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Meta’s Settlement Ends One Big Battle But the Wider Legal War Looms
Meta Platforms has fought one of its biggest court battles to an expensive draw. But lawyers scrutinizing Wednesday’s $18 billion settlement agreement with states said it won’t likely help the social media giant in its wider legal war over claims that its products harm underage…
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Nvidia Says Revenue Rose 106% in July Quarter, But Customers Were Slower to Make Payments
Nvidia’s revenue rose 106% to $96.2 billion in the three months that ended in July, or 21 percentage points higher than the growth it reported in the previous quarter. The company said growth would cool a bit, to 89.5%, in the current fiscal quarter. But given its recent…
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Salesforce Stock Jumps as Company Lifts Annual Revenue Guidance
Salesforce stock rose more than 13% in after-hours trading Wednesday after the enterprise software giant reported 11% growth in July quarter earnings and boosted its full year revenue guidance to as high as $46.4 billion from $46.2 billion, meaning revenue could increase as much…
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Where Investors Are Going to Escape AI
Investors have been hunting for anything but AI. That search has sent bursts of billions of dollars into typically ho-hum parts of the market like insurers and small-cap stocks, where they can have an outsize impact. One place that trade is showing up is in an index Goldman…
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Datadog Shares Jump 5% on Report of Palo Alto Networks Explored Acquisition
Shares of Datadog rose as much as 5% Wednesday morning after The Information reported that Palo Alto Networks explored an acquisition of the data software company last year. Palo Alto Networks CEO Nikesh Arora met with Datadog CEO Olivier Pomel and pitched him on a hypothetical…
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Meta Reaches Up To $18 Billion Settlement Over Child-Harm Claims
Meta Platforms agreed to pay up to $18 billion to help settle a lawsuit filed by states alleging Meta’s social media apps harmed children, bringing a costly conclusion to one of the biggest legal threats facing the social media giant. Under the proposed settlement, which…
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Chinese AI Firm MiniMax’s ARR Jumps to $800 Million
Chinese AI developer MiniMax said its annualized revenue run rate jumped to $800 million this month, from $150 million in February, thanks to demand from enterprise customers for its new AI video model and large language models. The growth reflects an ongoing shift in the…
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How Companies Are Using Old-School Software to Grade AI Agents
Measuring the quality of an AI model’s work can be tricky, especially when it comes to AI agents that can take a broad range of actions to autonomously solve a task. As businesses turn to agents to automate longer and more important tasks, they are getting savvier about how to…
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Bill Gates Warns that AI Will Cause Mass Unemployment Without Intervention
Bill Gates issued a dire warning Tuesday that AI will lead to widespread unemployment and societal decline if world governments and AI labs don’t take immediate action to prepare for the technology’s impacts. In a nearly 6,000-word essay published late Tuesday night, the…
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Inside Nikesh Arora’s Deals Hunt for Palo Alto Networks
Palo Alto Networks CEO Nikesh Arora has never shied away from deals, acquiring more than 40 companies in the eight years since he took the helm of the world’s biggest standalone cybersecurity firm. But over the past 18 months, Arora’s appetite for acquisitions has reached a new…
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DeepSeek’s Revenue Reaches $70 Million as of July, Tenfold Jump from 2025
DeepSeek generated about 475 million yuan ($70.7 million) in revenue in the first seven months of this year, roughly tenfold its full-year 2025 revenue, as the Chinese AI lab goes full steam ahead in its second round of funding, The Information reported on Wednesday. DeepSeek…
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DeepSeek’s Revenue Reaches $70 Million as of July, Tenfold Jump from 2025
DeepSeek generated about 475 million yuan ($70.7 million) in revenue in the first seven months of this year, roughly tenfold its full-year 2025 revenue, as the Chinese AI lab goes full steam ahead in its second round of funding, according to two people with knowledge of the…
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OpenAI Says Its Jalapeño AI Chip Is Better Than Nvidia’s Blackwell
OpenAI on Tuesday released an evaluation of its new Jalapeño AI server chip, claiming it is faster and more powerful than Nvidia’s flagship Blackwell chips. The results appear promising for OpenAI, which hopes to reduce its reliance on Nvidia’s hardware someday, but it’s still…
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Exclusive: Second OpenAI Sales Exec to Return to Salesforce
OpenAI recruited heavily from Salesforce to sell its AI to big businesses. Now, some sales people are returning to Salesforce, deepening the shake-up in OpenAI’s enterprise sales team. Peter Doolan, the former chief customer officer of Slack who joined OpenAI in April, has…
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Why OpenAI’s Jalapeño Might Sicken Nvidia
Exactly who at OpenAI decided to name the company’s first internally designed chip Jalapeño? That might have seemed like a good idea a few months ago—perhaps OpenAI imagined that name would serve as a subtle indicator that the chip is a hot property. But it’s not ideal right…
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Why Revenue Is Hopping at Data Observability Startups
A cluster of startups taking on database giants Snowflake, Databricks and Datadog are experiencing a revenue windfall thanks to rising adoption of AI agents. That could lead to a wave of startup dealmaking, from new investments to M&A. Earlier Tuesday, I reported that…
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Atlassian Rides the Knowledge Graph Boom
The rise of AI agents that automate coding projects and other white-collar tasks has prompted software firms such as Atlassian to offer so-called knowledge graphs or graph databases, which help the AI analyze the relationships between different types of data inside an…
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Why Big Tech is Suddenly Paying Up for Startups
When The Information broke the news that OpenRouter was in talks to sell the company last month, a shock wave rippled across Silicon Valley. My phone lit up with bankers asking me if I had also heard that there had been a record nine suitors for the company, which helps…
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SpaceX Announces $100 Billion Starship Launch Site in Louisiana
SpaceX announced on Tuesday plans to build a $100 billion launch site for its Starship rocket on the coast of Louisiana. SpaceX plans to begin construction of the site, which the company has named “Starbase, Louisiana,” in 2027 and is targeting 2029 for the first Starship launch…
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