The Information — AI
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The Information — AI news-outlet 8d ago
Ellison-Controlled Skydance Completes Warner Bros. Discovery Acquisition
The Ellison family’s Paramount Skydance completed its $110 billion purchase of Warner Bros. Discovery, Paramount said Tuesday morning, creating a new company to be called Skydance. The combined company owns both the Warner Bros. and Paramount film studios, the HBO Max and…
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Kuaishou’s Kling Picks Banks for $1 Billion-Plus Hong Kong IPO
Kling AI, a spun-off unit of Chinese video app Kuaishou Technology, has picked banks for a Hong Kong initial public offering that could raise at least $1 billion, Bloomberg reported. Kling, which develops AI video generation models, is aiming for a listing as soon as next year.…
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Why OpenAI's Regulatory Nightmare Is Only Getting Started
Imagine working in the OpenAI department responsible for dealing with politicians and regulators right now—things must be so intense you could almost be working for Elon Musk . Every politician worth their salt, in countries around the world, is jumping into the AI safety fray.…
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DayOne Data Centers Files for Nasdaq IPO amid Market Uncertainty
Singapore-based DayOne Data Centers on Monday filed for an initial public offering on the Nasdaq Stock Market, a signal of optimism about the IPO market. A string of companies have postponed plans to go public in recent weeks due to choppy market conditions. DayOne, which mainly…
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Nvidia Is Rethinking Its Revenue-Sharing Deals with Cloud Firms
Nvidia is reconsidering the structure of an initiative it announced earlier this summer, the AI Compute Partnership, to provide credit support to AI cloud providers that rent out Nvidia chips, in exchange for a cut of those rental revenues, The Information reported Monday .…
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Aligning AI With Human Goals Might Be Impossible, Says AI Prof. Stuart Russell
Last week, OpenAI scrapped the model it had slated to release as GPT-6.1 Astra due to test results showing that it was deceptive and otherwise misaligned. “I think it’s about time,” said Stuart Russell, the computer science professor at the University of California, Berkeley,…
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Reflection AI Announces First Open Source Model, Beam
Reflection AI, a 2-year old Nvidia-backed startup, announced its first open-weight model, adding to a collection of U.S. competitors aiming to catch up to the performance of similarly free models from China. In its announcement Monday, Reflection said it is still evaluating and…
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OpenAI Expands Visual Ads in ChatGPT and Moves to Help Advertisers Measure Their Impact
OpenAI said Monday that it will test a new visual ad format that uses images to show how products and services could fit into people’s lives. The ads will first appear while users generate images in ChatGPT, labeled and kept separate from the image being created. Testing begins…
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Meta and Microsoft Work to Wean Staff Off Anthropic’s Claude
Meta Platforms and Microsoft , two of Anthropic ’s biggest corporate customers, are working to cut their employees’ use of Claude, a challenge for the AI firm’s efforts to sustain its explosive growth. Microsoft executives earlier this year projected that the company was on…
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OpenAI Sent Letter to New York City Council Recommending Safeguards Against AI Risk
OpenAI wrote to the New York City Council last week recommending that the city put safeguards in place to prevent against the risks of advanced AI, City Council speaker Julie Menin said during a press briefing on Monday. In the letter, shared with The Information, OpenAI head of…
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Why Google, Amazon and Microsoft Need Chinese Data Center Suppliers
U.S. data center operators’ reliance on Chinese manufacturers for batteries, cooling systems, optical transceivers and other equipment has come under scrutiny over national security concerns. But Chinese equipment makers have an edge over their American counterparts, which have…
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What’s Wrong With AI Safety Testing, and How to Fix It
The idea that Anthropic , OpenAI and other AI companies could “embed” researchers from outside safety groups into their operations has been all the rage in recent weeks. But the devil is in the details. AI safety researchers worry that embedded evaluators won’t have the access…
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How Jensen Huang’s Son-in-Law Became One of His Most Trusted Executives
A little over a week ago, Madison Huang, a rising star at Nvidia and the daughter of its CEO, celebrated her wedding in Hawaii. Her husband? Nico Caprez, a former pro ski racer whom Madison helped recruit to Nvidia two and a half years ago. And he’s not just any employee.…
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The Ellisons’ Hollywood Adventure Is About to Scale Up
This is a big week for Larry Ellison. His family’s yearlong pursuit of Warner Bros. Discovery, owner of one of Hollywood’s most iconic film studios, comes to a conclusion on Tuesday when the Ellison-controlled Paramount Skydance is scheduled to complete the $110 billion purchase…
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Musk to Change SpaceXAI’s Name to SpaceXSI
Elon Musk will change the name of SpaceX’s AI unit, SpaceXAI, to SpaceXSI, he said in a post on X on Sunday, adopting President Donald Trump’s preferred name for AI. Musk had already signaled his agreement with Presidnet Trump that Super Intelligence, or SI, is better than the…
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Anthropic’s Big Charity Bill for Shareholders
When Anthropic shared financial figures recently with prospective investors in its planned initial public offering, it included a surprising glimpse of the enormous riches about to hit nonprofits and philanthropies—and the cost to shareholders. The company reported a…
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National Intelligence Director Jay Clayton Will Lead AI Task Force
The Trump administration’s new AI task force plans to produce a report on the risks and opportunities of artificial intelligence within 120 days, according to an interview with the newly announced “AI czar” Jay Clayton on Saturday in the Wall Street Journal. Clayton also serves…
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Who Had Power At That Trump AI Summit?
• The Big Read: Why a legal blitz over AI hacks is inevitable • Sean Parker’s quiet resurrection job • Plus, Recommendations—our weekly pop culture picks: “ The Permanent Questions ,” “ This Cursed Beautiful Land ” and “ East of Eden ” The AI titans probably all fly private. But…
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AI Agents Are Going Rogue. Novel Legal Battles Are Next
Once just an element of science fiction, revelations of AIs gone rogue are increasingly everyday occurrences. As a result, Silicon Valley founders and executives are girding themselves for what they see as the inevitable: a cascade of legal action. One of those people is Paul…
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OpenAI Hires Top Trump AI Official to Work on National Security
OpenAI is continuing to fill out its leadership bench with former Trump administration officials. Thomas Lind, who previously led AI policy at the Office of the National Cyber Director, joined OpenAI this week, an OpenAI spokesperson confirmed. ONCD is a key office within the…
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Exclusive: Crypto Custodian Anchorage Digital Lays Off 17% Staff
Anchorage Digital, the first federally chartered U.S. digital-asset bank, has cut 17% of jobs, CEO Nathan McCauley told employees this week, according to people familiar with the matter. Anchorage, which provides crypto custody and issues stablecoins, including Tether’s new U.S.…
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Lambda Secures $1 Billion GPU Loan
AI cloud company Lambda said it has secured its first delayed draw term loan at over $1 billion to purchase more than 30,000 Nvidia graphics processing units. The fixed-rate facility carries an interest rate of 6.78%. Privately held Lambda said in an announcement late on…
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Sean Parker Spreads the Gospel of AI Music
To the music industry, Sean Parker has been many things. As co-founder of Napster, he was first an “outlaw renegade,” as he himself puts it. After his time at Facebook, his next act was as an early Spotify investor—putting in money while at Peter Thiel’s Founders…
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AI Data Center Debt Is Showing Up Everywhere
Debt financing for data centers and related infrastructure has grown rapidly enough that it’s become its own category these days—credit analysts are breaking out AI versus non–AI-linked debt across markets to analyze new issuance and performance. Several asset managers in recent…
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Amazon Pledges To Give Up NDAs, Give Back $1 Billion To Communities In Data-Center Buildout
Amazon Web Services pledged to spend $1 billion over the next five years upgrading heat and water systems in schools, homes and other municipal buildings, among other projects, as part of an effort to win over local communities who fear data centers. AWS also promised to stop…
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How China’s Token Resellers Create an Anthropic Gray Market
In Beijing’s Haidian District, a bustling hub for local universities and tech companies, six out of the roughly 30 tenants in one run-of-the-mill office building are all in the same business, according to one occupant of the building: selling Chinese customers access to…
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Microsoft Debuts Voice AI to Compete with ElevenLabs
Microsoft on Thursday launched speech-generating AI that the company says is both cheaper and more accurate than competing models from the likes of ElevenLabs, SpaceXAI and Google. Microsoft aims to produce voice models to power features such as transcribing conference calls in…
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Neocloud Backed by Chinese Tech Giants Files for IPO
Infinigence AI, a Chinese provider of AI cloud infrastructure, has filed confidentially for an initial public offering in Hong Kong to raise several hundred million U.S. dollars, Bloomberg reported. The Shanghai-based company is currently valued at 14.3 billion yuan ($2.1…
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California Man Arrested for Smuggling Nvidia Chips to China
U.S. authorities arrested a California man on Thursday for smuggling more than $300 million worth of servers containing restricted Nvidia AI chips to China. Greg Lui, the owner of Earthmade Computer Inc, a privately held company based in San Gabriel Valley, allegedly worked with…
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Chinese State-Backed Firm Funded Purchase of Nvidia Chips
A state-backed Chinese financing company has revealed in documents filed with regulators that it funded the purchase of Nvidia chips subject to U.S. export restrictions, Bloomberg reported on Friday. Semi-Tech Leasing Group, owned by several local government entities, has…
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Microsoft’s Executive Exodus Foreshadows Business Transition
Is there a fire alarm going off at Microsoft’s headquarters? A slew of Microsoft executives have bolted for the exits in recent weeks, most recently Ryan Roslansky, executive vice president of Office apps, who said Thursday he would leave at the end of this year. A day earlier…
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In Robotics, Google Goes Android to Tesla’s Apple
While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his first sit-down since taking over as CEO of Google DeepMind, Kavukcuoglu offered some of his most detailed comments yet on where the company's robotics ambitions are headed and how they…
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OpenAI Fires Three Safety Researchers
OpenAI said it fired three safety employees for mishandling corporate information, which a person familiar with the matter said included sensitive information with an outside organization that does AI evaluations. “We have parted ways with three individuals for violating our…
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Federal Court Dismisses Publishers’ Suits Over Google’s AI Overviews
A federal judge on Wednesday dismissed lawsuits from education technology company Chegg and Penske Media, the owner of Rolling Stone, Variety and other publications, which had alleged Google had violated antitrust law when its AI Overviews summaries used their content. The court…
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Exclusive: Nvidia, SoftBank Make Final $20 Billion Investment in OpenAI’s Last Round
Nvidia and SoftBank have each made the final $10 billion investment in each of their $30 billion pledges to OpenAI’s last funding round, according to a person with knowledge of the investments and a statement from SoftBank. OpenAI in March said it had $122 billion in commitments…
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Sharon AI Announces $356 Million GPU-Backed Loan
Australian neocloud Sharon AI has secured $356 million through its first loan backed by its graphics processing units, making it the latest cloud provider to finance their expansion by borrowing against chips and cash flows from customer contracts. The senior secured facility…
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Data Center Infra Provider Accelevation Sinks In Post-IPO Trading
Data center infrastructure provider Accelevation’s shares were trading down roughly 5% on Thursday morning, as the stock continued to sink following its initial public offering earlier this week. The company on Sept. 29 raised $540 million, moving ahead with the offering even as…
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Why Coding Agents Are Choosing Vercel as Often as Humans Do
The rise of AI agents that write software continues to pay off for the companies that host such software. Among them is Vercel , whose software helps developers make and host websites and AI apps, including so-called agents that automate white-collar tasks. The 11-year-old…
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How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm
SpaceX’s AI unit held talks over the summer about leasing computing capacity to Microsoft, say people familiar with the matter, a sign of how fully Elon Musk has embraced the neocloud business after his initial reluctance. Selling computing power has quickly become one of…
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OpenAI Accuses Moonshot of Distillation Campaign
OpenAI said it recently identified and mitigated a “coordinated model-distillation campaign” involving individuals associated with Moonshot AI, the Chinese developer of Kimi models. OpenAI said the operators of the campaign tried to extract protected reasoning—the model’s hidden…
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Behind Factory Founder’s Spat With Cognition Over Key Hire
A dispute over high-flying AI coding firm Cognition’s hiring of a prominent sales leader who had advised rival Factory erupted into a public feud, dividing startups as well as investors within the same venture firm. Spats between competing startups and their investors flare up…
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Why DoorDash Needs Its Own AI Assistant
Tech companies may have already perfected the art of separating consumers from their money—but AI promises to take that capability to a whole new level. The latest demonstration of that is DoorDash’s Wednesday announcement that customers will soon be able to order restaurant…
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Revenue Quintupled at AI Memory Maker Micron
Memory maker Micron said revenue nearly quintupled to $54.2 billion in the quarter ending Sept.3, as demand for high-bandwidth memory hardware for AI chips showed no sign of slowing down. Micron’s gross margin nearly doubled to $86.8%, thanks to its price hikes, allowing it to…
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Microsoft Science President Peter Lee to Step Down
Microsoft veteran Peter Lee, who for years led the company’s internal research unit, will leave the company, he announced Wednesday. Lee is the latest in a string of senior executive departures from Microsoft announced this year. So far this year, Office and Windows boss Rajesh…
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Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals
Google launched Gemini 4 Argon, its latest flagship AI model, touting its abilities in cybersecurity defense and coding, legal and finance work. The company hasn’t launched such a frontier model in nearly a year, prompting questions about whether it could stay in the race with…
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Exclusive: Meta’s Muse Tops 3 Million Weekly Users
Meta Platforms’ Muse now has more than 3 million users who give the AI agent at least one prompt a week, according to internal data reviewed by The Information, giving the product a sizable active audience just weeks after its launch. That figure is a subset of a broader group…
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DeepSeek Open-Sources Software Tools for Huawei AI Chips
DeepSeek said Wednesday that it would open-source software tools that are customized for Huawei’s AI chips, as the Chinese AI firm steps up its efforts to use domestic semiconductors for training and running its models. The software tools include a Huawei-compatible version of…
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Banks Including SocGen, MUFG Pull Back From Data Center Loan Deals
Some of the largest lenders to the artificial intelligence build out are becoming more choosy about the deals they take on as market volatility and rising yields give lenders reasons to choose safer deals over more speculative ones. Lenders including Société Générale, Sumitomo…
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Can You Trust Your Agent With Your Credit Card?
When venture capitalist Yuechen Zhao asked Instinct, the popular consumer AI agent, to look up hotels for him on Booking.com this month, he discovered something unsettling. Zhao, a partner at venture firm Informed Ventures, said the agent promised it could fill out the booking…
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Sydney Sweeney-Backed Novig Raised at $2 Billion Valuation
Novig, a sports-only prediction market backed by Sydney Sweeney, has raised new funding at a $2 billion valuation, the Wall Street Journal reported, citing people familiar with the matter. Founded in 2021 by Harvard graduates Jacob Fortinsky and Kelechi Ukah, Novig only offers…
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