The Information — AI
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The Information — AI news-outlet 27d ago
Huawei Speeds Up AI Chip Launch to Challenge Nvidia
Huawei Technologies plans to launch its new AI chip in the first quarter of 2027, nine months earlier than planned, as it steps up its efforts to challenge Nvidia. Tao Wang, Huawei’s deputy chairman and rotating chairman, said at the Huawei Connect conference in Shanghai on…
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Fed Hike Changes AI Funding Story
Put aside, for just a moment, all the arguments about AI safety. Today’s decision by the Federal Reserve to raise interest rates may be a bigger issue for the AI sector in the short term. Long-term bond yields had already risen, of course. But the Fed’s action—pushing up short-…
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OpenAI Discloses More Safety Incidents and Adopts New Reporting Framework
OpenAI released a new framework on Wednesday for how it aims to report unsafe or concerning behavior in its models, and disclosed six incidents of such behavior it had observed in the past six months. The framework comes after multiple employee warnings and hacking incidents…
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Google Must Make Tech More Compatible With Rivals, Judge Rules
Google must improve the ability of its advertising technology to integrate with the products of competitors, according to the decision of a federal judge made public Wednesday. The opinion follows a ruling last year that Google operated an illegal monopoly in parts of the market…
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Why Compute Needs a Big Down Payment
Greetings! If it suddenly feels like every startup is trying to raise money to throw at some kind of AI infrastructure shortage, you’re probably onto something. We reported last night that the startup behind AI assistant Instinct is in talks to raise $1 billion, as it faces…
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Apollo Backs AI Startups in Bid to Bankroll Hardware Boom
Apollo Global Management, known for leveraged buyouts and hefty financing deals, has started investing in AI and related hardware startups with the ambition to lend money to them in the future. In one previously unreported deal, Apollo has already invested in the low tens of…
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Zipline in Talks to Raise Funds at $20 Billion Valuation
Zipline, a startup making drones that can deliver small packages like meals and medical supplies, is in talks to raise new funds at a valuation of roughly $20 billion, according to two people with knowledge of the fundraise. The funding round, if it closes, would more than…
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OpenAI Tests Sponsored Agents, Adds AI Tools for ChatGPT Advertisers
OpenAI said Wednesday it is testing allowing some U.S. advertisers to sponsor AI agents working in ChatPT, a move that would bring ChatGPT ads closer to what Google and Meta Platforms already offer. ChatGPT users who click an ad can now start a conversation with an AI agent to…
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Circle Launches New Blockchain for Stablecoins, Other Assets
Stablecoin issuer Circle officially launched Arc blockchain, which will support the trading of stablecoins, tokenized equities, and other assets. The blockchain will also support perpetuals, lending protocols, and social trading apps, Jeremy Allaire, CEO of Circle, said in a…
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How to Stay on Top of Tech Trends with Google Gemini
Even for technology leaders, it can feel impossible to keep up with constant advances in the field. This is especially true in the age of AI, with vendors racing to roll out model updates with new capabilities. Even if technology leaders had time to attend every conference and…
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Is Anthropic Making Claude Too Human to Control?
Anthropic’s call to slow down AI development to keep humans safe has dominated the news cycle and drew similar calls from the leaders of OpenAI , Microsoft and others (and subtle disagreement from Mark Zuckerberg ). But Mustafa Suleyman , who runs Microsoft’s AI model…
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Apple Considers Return to Server Market, Has Talked With Nvidia to Use Network Tech
Apple has been working on plans for an enterprise server using its own chips that could incorporate networking equipment from Nvidia , as the Mac maker looks to capitalize on surging interest in its computers for AI. Apple has been developing the server with plans to sell it to…
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Nvidia CEO to Attend Trump’s State Dinner for Xi
Nvidia CEO Jensen Huang plans to attend President Donald Trump’s state dinner for Chinese leader Xi Jinping in Washington next week, according to a person familiar with the matter. His attendance comes as AI chips and the pace of AI development become growing sources of tension…
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SK Hynix in Talks With Intel to Make Memory Chips in the U.S.
South Korean memory chipmaker SK Hynix is in talks with Intel about a deal to manufacture memory chips on U.S. soil for the first time, Reuters reported, citing three people familiar with the discussions. SK Hynix would either lease part of Intel’s long-planned Ohio fab, or form…
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Zuckerberg Says AI Safety Is Becoming a Competitive Necessity
Meta Platforms chief Mark Zuckerberg said ensuring the safety of AI is a commercial necessity for the companies that make models, and took an implicit swipe at calls for a collective slowdown in the technology’s development. “Every lab has the responsibility and incentive to…
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Two Google DeepMind AI Researchers Resign Over Safety
Two researchers who worked on AI safety left their roles at Google DeepMind, stating that they departed over concerns that powerful systems could endanger humans. The two, Bilal Chughtai and Josh Engels, both of whom are joining organizations dedicated to AI safety, add their…
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Elon Musk Says AI Companies Should Test Each Other’s Models for Safety
SpaceX CEO Elon Musk proposed that competing AI companies, including his own SpaceXAI, should “peer-review” each other’s models prior to release, as industry leaders acknowledge rising worries around AI safety. “Instead of grading your own homework, you would at least have…
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Anthropic to Open Singapore Office, Hires Regional Head from OpenAI
Anthropic is opening its fifth Asia-Pacific office in Singapore to drive enterprise adoption of Claude, the company said on Wednesday. Anthropic plans to work with startups, large enterprises and the public sector in Singapore, where Claude usage per capita is among the highest…
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AI Agent Startup Instinct in Talks for $10 Billion Valuation
The startup behind personal AI assistant Instinct is in talks to raise $1 billion at a valuation of about $10 billion, a person with knowledge of the deal said. The Information reported earlier this month that the startup is looking to raise new funding as the invitation-only…
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Meta Joins Tech’s AI-Fueled Subscription Rush
When it comes to product names, companies tend to move in packs. In video streaming, almost every company included a plus sign in the name brands of their services (Disney+, Paramount+, Apple TV+—you get the picture). In tech, we’ve got Apple One , Google One and now Meta One…
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Anthropic, OpenAI ‘Pacing’ Spooks Some Startup Customers
It’s not clear what impact the pledges by Anthropic and OpenAI to slow the pace of AI development will have on their upcoming public offerings. But the comments are having real effects already: more people outside Silicon Valley and Washington are now alert to potential risks…
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OpenAI in Early Talks for New Funding Round at $1.2 Trillion Valuation
OpenAI has held early conversations with investors about a new funding round that could lift its valuation to $1.2 trillion or higher, according to people familiar with the conversations. The conversations come as OpenAI has pushed off a planned initial public offering to next…
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Microsoft Raises Dividend 8%
Microsoft said Tuesday it will raise its quarterly dividend to 98 cents per share, up from 91 cents, beginning in December. The company previously raised its dividend by 10% a year ago. Microsoft’s stock was roughly flat in after hours trading. The company’s move to return more…
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Meta to Launch Camera-Free Smart Glasses Amid Mounting Privacy Concerns
Meta Platforms plans to release a camera-free pair of smart glasses this fall, according to people familiar with the matter, as it looks to expand its hardware lineup amid privacy concerns about cameras on its existing offerings. The new glasses model, internally code-named…
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Crypto Stocks Fall After Clarity Bill Fails to Advance
A landmark crypto legislation, the Clarity Act, failed to advance in the Senate in a procedural vote Tuesday, sending prices of crypto shares down as the bill became unlikely to pass under the Trump administration. The Clarity Act, a comprehensive crypto market structure bill,…
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Salesforce Unveils New AI Model, Agent Security Tools at Dreamforce
At the opening of its annual Dreamforce customer conference, Salesforce signaled its involvement in two major trends in enterprise AI: Open-source AI models and software that helps corporate customers safely run AI agents on their data. Salesforce unveiled a new AI model, called…
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Meta Rolls Out New ‘Meta One’ Subscription Plans With Higher AI Usage Limits
Meta Platforms is expanding its paid subscription offerings for its AI tools across Instagram, WhatsApp and Facebook as it looks to diversify revenue beyond digital advertising. The company announced Tuesday in a blog post that it is introducing new tiers of its Meta One…
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Why Anthropic’s Data Policy Drama Is Good for OpenAI
Major Anthropic customers are still waiting to get “zero data retention” for the newest Fable AI models, meaning the AI firm would not store data related to their usage of its models. In the meantime, some are turning to OpenAI. Palantir and Booz Allen, for instance, are…
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Elon Musk hints at possible Tesla-SpaceX merger
Elon Musk once again teased the potential of a merger between Tesla and SpaceX on Monday, saying it was a “great question” why Tesla and SpaceX were separate companies. “With all this collaboration, on so many levels, who can imagine what action one might take when there’s so…
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How Erebor Bank’s Sweet Stablecoin Deal Backfired
When Palmer Luckey’s Erebor Bank launched earlier this year, it made an attractive pitch to lure new crypto customers: It would convert their stablecoins to cash for free. But Erebor wound up pulling the offer after several months, after sophisticated crypto trading firms…
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Developers Find Ways to Use Claude Code Without Anthropic Models
Boris Cherney , the head of Anthropic’s coding tool Claude Code , last month found himself in the middle of an online spat that highlighted how some developers are finding workarounds to using Claude Code with cheaper non-Anthropic models, including those of rival OpenAI , to…
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DoorDash Invests in Marc Lore’s Wonder
DoorDash is teaming up with Marc Lore’s restaurant meal business Wonder, putting $125 million into the company and buying a campus dining business from Wonder for $300 million, the two companies said. Wonder offers its own lineup of meals, made in its own kitchens, for delivery,…
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ByteDance’s First-Half Profit Drops to $20 Billion, Weighed Down by AI Spending
ByteDance’s net profit in the first half of this year declined by a single-digit percentage to $20 billion, as the Chinese tech giant ramped up its investments in AI, according to three people with knowledge of the financial results. The company’s revenue for the period rose…
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Chinese AI Chip Firm Biren Plans $1 Billion Fundraising
Chinese AI chip designer Shanghai Biren Technology is considering raising around $1 billion through a stock offering, Bloomberg reported on Tuesday, citing people familiar with the situation. Biren, which develops graphics processing units used to train and run AI models,…
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Trump Skewers AI Leaders’ Calls for Slowdown
President Trump on Monday shot down calls by AI leaders to slow down the pace of development. In a series of social media posts, Trump called claims about AI’s risk to humanity a “hoax,” and equated it with other views he’s sharply criticized, such as climate change. “There is a…
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OpenAI Said to Buy Startup Glass Imaging for $300 Million
OpenAI has bought Glass Imaging, a startup developing higher quality cameras for smartphones, in a deal valued at $300 million, according to the Wall Street Journal. The startup, founded by ex-Apple employees, was valued at $100 million in a funding round last year. The…
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Wall Street Delivers Verdict on AI Slowdown’s Winners and Losers
Guess who likes the idea of an AI development slowdown? Software investors! Stocks of enterprise software firms, such as Salesforce, Shopify, ServiceNow and Figma, all gained ground on Monday—ServiceNow jumped 7%, for instance, while Salesforce rose nearly 5%. Software firms, of…
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Defense Startup Shield AI in Talks for Valuation of at Least $20 Billion
Shield AI, a startup building drones and AI-powered software for the military, is in talks to raise new funds at a valuation of at least $20 billion, according to a person with knowledge of the fundraise. The funding round, if it closes, would represent a roughly 60% increase to…
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OpenAI’s ‘Top Priority’ for AI Agents is Automating AI Research, Says Noam Brown
OpenAI ’s latest AI model, GPT-6 Astra, notched improvements at a variety of professional tasks, from designing video games to transcribing sheet music. But OpenAI’s main goal when training new AI models is making them better at AI research and development, OpenAI research…
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Refounding America: The Tax Code Needs to Change in the Age of AI
Vinod Khosla is founder of Khosla Ventures and has spent the last 40 years in the business of innovation. He was the co-founder of Sun Microsystems. Khosla Ventures is an investor in OpenAI. Major technological revolutions should force a renegotiation of society’s basic economic…
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Why China’s Answer to Surge AI Got a $1 Billion Valuation On Just $30 Million in Orders
Unless you’ve been under a rock over the weekend, you’d know that the debate about AI safety took a big leap forward, as Anthropic CEO Dario Amodei on Saturday called for leading AI companies to slow the development of advanced AI, drawing supportive responses from OpenAI CEO…
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Microsoft Joins Calls for AI “Pacing,” Pledges to Build Kill Switches Into AI Products
Microsoft on Monday published a new AI “code of conduct” promising to avoid building products that could evade human oversight, following CEO Satya Nadella’s call on Sunday for the tech industry to “pace” its progress in developing new AI. The measures follow similar calls for…
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Anthropic Data Fears Prompt Nvidia, Palantir and Booz Allen to Restrict Model Use
As paranoia rises over whether Anthropic or OpenAI could learn from their customers’ intellectual property, large firms involved in sensitive corporate work, such as Palantir Technologies, Nvidia and Booz Allen Hamilton, have started demanding new guarantees or reducing or…
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China Rebuffs U.S. “Fearmongering” in Light of AI Pacing Calls
China on Monday rejected calls from top U.S. tech executives on pacing frontier AI development while maintaining a lead over China to ensure America’s national security. “The development of artificial intelligence concerns the common well-being of all humanity. All parties…
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Z.ai Plans $5 Billion Fundraising as Compute Cost Grows
Z.ai is raising about $5 billion through equity and convertible bond offerings, seeking to replenish its warchest in the increasingly costly race to develop frontier AI models. Hong Kong-listed Z.ai said in a regulatory filing on Sunday that it plans to raise $2 billion through…
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Anthropic Strikes $13.7 Billion Compute Deal With Trump-Linked Rum Group
Anthropic has signed a computing deal worth $13.7 billion over six years with Rum Group, a company with roots in social media and long-standing ties to the Trump administration, according to a person familiar with the matter. The deal is the latest in a spate of cloud computing…
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AI’s ‘Pacing’ Obsession Misses Real Political Problem
Dario Amodei typically isn’t considered some camera-ready media maestro. His interview quotes aren’t particularly pithy, and he struggles to control his strained facial expressions. But his habit of sending his most high-stakes messages via essays posted on his own website,…
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Inside the AI Industry’s Behind-the-Scenes Push to Police Itself
Anthropic, OpenAI and Google have been holding discussions about working together to create a standards body for the AI industry, people familiar with the matter said, even before Anthropic CEO Dario Amodei called on Saturday for AI companies to coordinate on testing and…
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Nvidia’s Growing Dependence On a Few Big Customers
Nvidia CEO Jensen Huang has very good reason to try to develop new customers by investing in a variety of neocloud and AI firms. For all its success, Nvidia’s sales have become increasingly dependent on a handful of customers—some of which may cut back their purchases over…
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Why Amazon and Microsoft Are Taking Communities’ Side Against Utilities
Amazon, Microsoft, Oracle and other AI data center developers are sweetening financial offers to municipalities and regulators to gain approval for new facilities. They’re also getting smarter about standing up for consumers against utilities that have proposed to make the…
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