The Information — AI
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The Information — AI news-outlet 1mo ago
Tesla Teases October Next-Gen Roadster Reveal
Tesla teased an October 1 Roadster reveal on Saturday. The company shared a photo of what appears to be the back of the vehicle with the words “Go for launch” on X and updated its Roadster webpage with a countdown to October 1. Tesla also sent some reservation-holders invites to…
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Larry Ellison Cancels Plan to Sell Up to $7.5 Billion of Oracle Stock
Oracle founder Larry Ellison has canceled plans to sell up to 50 million of his shares in the company, worth around $7.5 billion at current prices, Oracle said on Saturday. The announcement came a day after Oracle disclosed that Ellison had adopted a trading plan to sell the…
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Altman and Musk Back Amodei’s Call for AI Companies to Slow Down AI Development
Anthropic CEO Dario Amodei on Saturday called for leading AI companies to slow the development of advanced AI, drawing supportive responses from OpenAI CEO Sam Altman and SpaceX CEO Elon Musk. In a 3,800-word essay Saturday morning, Amodei said Anthropic would give…
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Meta’s Muse Agent Almost Cost Me $414
• The Big Read: Investor Anjney Midha cut Anthropic an early check. His hot streak has kept going • Plus, Recommendations—our weekly pop culture picks: “ Our Town ,” “ Profits, Prophets, Coaches, and Kings ” and “ The Gentlemen ” A hotel room’s quality can be measured in terms…
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Early Anthropic Investor Seeks VC Glory With Cash and Compute
A few months ago, venture capitalist Anjney Midha received a present from his wife while on a trip to Hawaii: a felt, tan-colored Stetson with his name monogrammed on the side. The hat was meant to cover up a brain sensor Midha has been wearing to gather neurological data forone…
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Nvidia May Invest Up to $10 Billion In Anthropic’s IPO
Nvidia has discussed investing in Anthropic’s upcoming initial public offering that would raise as much as $100 billion at a valuation of around $2 trillion, Reuters reported Friday. Nvidia could invest as much as $10 billion in Anthropic at the IPO price, according to the…
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OpenAI AI Swarm Hacked Software Service Months Before Hugging Face Incident
A swarm of OpenAI agents conducted a cyberattack on software service RubyGems in May, months before the company’s agents hacked model platform Hugging Face, researchers at AI safety organizations Nightingale Collective and AI Futures Project found. RubyGems allows software…
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Polymarket Appoints First CFO
Polymarket appointed former Amazon executive Warren Jenson as its first chief financial officer as the prediction markets startup looks to grow in the U.S. Polymarket said Jenson will set Polymarket’s financial and capital strategy as it scales up its Commodity Futures Trading…
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Exclusive: Salesforce to Drop ‘Agentforce’ Branding From Some Products
Salesforce, ahead of its annual Dreamforce customer conference next week, is removing the word “Agentforce” from the names of some of its top products, according to two people with direct knowledge of the matter. The reversal comes after Salesforce made Agentforce a centerpiece…
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Microsoft Chief Communications Officer Shaw to Depart
Microsoft chief communications officer Frank Shaw will leave the company at the end of this year, he announced in a LinkedIn post Friday. Shaw has spent more than 28 years at the company, including 17 years overseeing its communications. During that time, he steered the…
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Tencent-backed Enflame Triples on Debut as China Pushes for Chip Self-sufficiency
Shanghai Enflame Technology surged on its first trading day Friday after the Chinese AI chip developer raised about 6.12 billion yuan ($911 million) in an initial public offering, underscoring strong investor appetite for domestic alternatives to Nvidia chips. Shares opened at…
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Oracle Keeps a Lid on Capex as Customers Pay Up-Front
Forget all that chatter about AI killing us all. We’re back to looking at what really matters—the revenue! Oracle demonstrated on Thursday that demand for AI computing capacity remains pretty darn robust. Larry Ellison’s software and cloud firm reported 30% top-line growth for…
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OpenAI to Pause New Pro Subscriptions, Cites Astra Demand
OpenAI said Thursday it will pause new subscriptions to its $200-a-month plan for Astra, its new flagship model, another sign of the compute crunch facing AI companies. Thibault Sottiaux, who leads OpenAI’s Codex coding agent, cited strains on the company’s systems and a desire…
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Fund Focused on Bootstrapped Founders Raises $950 Million
There’s certainly a frenzy among venture capitalists to back the hottest startups before they’ve made a dime of revenue, but one fund is sticking to a proven strategy of investing in startups that have generated at least millions in revenue—often without raising any…
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Adobe Shares Drop 2% Despite AI Product Sales Growth
Adobe Systems shares dipped 2% late Thursday after its third-quarter earnings report, as some investors appear to unsure about how much its AI products will drive future revenue growth. Adobe, which began breaking out revenue for its AI products in March, is continuing to…
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Anthropic Says It Blocked Bioweapons Efforts and Detected Chinese Distillation Attacks
Anthropic has disrupted several attempts to use its Claude models for potentially malicious activity , including research into how to adapt bird flu to a human-transmittable strain with “pandemic potential,” the company said in a report Thursday. Amid increasing worry about AI…
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Personal AI App Instinct Faces Compute Crunch That Could Lead to New Funding
The year-old startup behind Instinct, a personal AI assistant that’s caught fire with Silicon Valley insiders, is seeking more computing power, leveraging its early buzz as it faces new competition from giant Meta Platforms. Over the last few weeks, Instinct, which launched to a…
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SpaceX Signs Another Compute Deal With New Customer
SpaceX has signed another cloud computing rental deal to an identified customer that will pay it about $1.11 billion per month starting on Dec. 1, the company’s chief financial officer, Bret Johnsen, said in an interview at Goldman Sachs’ Communacopia + Technology conference on…
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Microsoft, Hurt By Server Shortage, Aims to Triple Cloud Capacity by 2032
Microsoft is planning to more than triple the size of its Azure cloud unit’s data center capacity to over 38 gigawatts by 2032, up from 12 gigawatts today, Bloomberg reported Thursday. A gigawatt of capacity would be able to power a city the size of San Francisco. The planned…
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Oracle Reports 30% Topline Growth for August Quarter
Oracle reported 30% growth in revenue of $19.3 billion for the quarter ending Aug. 31, a slightly better growth rate than the company projected in June, even as it burned $5 billion to expand the data centers that are driving its accelerating topline growth. The software and…
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Inside Blackstone’s Bid to Rule Over AI Financing
In May, Blackstone unveiled a new joint venture with Google that revolved around a big number: The Wall Street giant was promising to spend $5 billion to buy 500 megawatts’ worth of Google’s tensor processing units, and it said it would use the chips in a new company that would…
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Why Salesforce and Figma Are Placing Opposing Bets on the Future of Apps
Salesforce seems unafraid of a future in which people use an AI chatbot like Claude to access Salesforce enterprise apps and underlying databases to get work done, rather than visiting those apps themselves. Figma, an enterprise design app, naturally wants a different future.…
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Wall Street's New Exit Ramp Into AI
The financing boom for the AI build-out is getting bigger and more complicated by the day—and AI companies have been staffing up for the challenge. AI labs including OpenAI and Anthropic, as well as neoclouds such as Nscale, are among a growing number of AI companies building…
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Sen. Josh Hawley Launches Investigation Into OpenAI Hugging Face Hack
The U.S. Senate formally launched an investigation into the July hack of Hugging Face, when a swarm of OpenAI agents broke out of a testing environment and gained access to the open-source repository. In a letter sent to OpenAI CEO Sam Altman on Wednesday, Republican Sen. Josh…
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Bending Spoons Buys Miro For $1.355 Billion
Italian digital conglomerate Bending Spoons is buying whiteboarding software firm Miro at a valuation of $1.355 billion, the latest in a series of purchases the Italian firm has done at knock-down prices. The price for Miro is a huge discount to its peak valuation of $17.5…
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How to Use Google Gemini to Brainstorm Content and Thought Leadership
In almost any organization, there are practically infinite content ideas hiding in memos, emails, presentation decks, and meeting notes. But too often, this material mostly sits idle. Ideas that sparked excitement in the moment get ignored in favor of the countless little…
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What Anthropic Doomsayer Jacob Coxon Saw
Yesterday, Amir and I examined the shock waves that have rippled through the AI industry and far beyond since former Anthropic researcher Jacob Coxon very publicly quit his job over concerns that AI “could kill us all”—and another Anthropic AI safety specialist put the…
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Amazon Is Helping Advertisers Buy Ads on ChatGPT
Amazon is letting advertisers test buying ads on ChatGPT via Amazon’s advertising technology platform, Amazon said on Sept. 10. ChatGPT started selling ads earlier this year, which it has let advertisers buy through its own interface and via partnerships with smaller advertising…
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The DOJ Is Investigating Nvidia’s Licensing Deal With Chip Startup Groq
The Department of Justice is looking into whether Nvidia tried to avoid antitrust scrutiny in its $20 billion deal to license the technology of chip startup Groq and hire most of its employees in December, the New York Times reported Wednesday. The two companies described the…
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SpaceX Overhauls Data Center Build-Out, Potentially Slowing Expansion
Elon Musk is famous for his “move fast” management philosophy, which he demonstrated most starkly when he built new data centers for his AI startup in record time two years ago. But a new team of rocket engineers Musk recently installed to run his data centers is taking a very…
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Nvidia Deepens Partnership With AI Chip Startup D-Matrix
Chip startup d-Matrix said Thursday it plans to use Nvidia’s networking hardware to connect its chips for running AI models to each other and to Nvidia’s Vera central processing units, which are used in data centers. The startup will use Nvidia’s NVLink Fusion products,…
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Chinese CEO Laments Many Robotics Firms Fabricate Revenue
The co-founder and CEO of Mech-Mind Robotics, a Beijing-based robotics firm that recently went public, said in a post on WeChat on Thursday that many Chinese embodied AI companies are “creating false and unsustainable revenue,” in response to The Information’s scoop on Chinese…
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China Hits Back at U.S. Accusation of “Industrial-Scale” AI Distillation
China’s Ministry of Commerce rejected U.S. accusations that some Chinese AI firms are conducting “industrial-scale distillation” of American AI models, describing Washington’s latest move as an attempt to politicize a “normal technical and commercial issue.” “China’s open-source…
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China Hits Back at U.S. Accusation of “Industrial-Scale” AI Distillation
China’s Ministry of Commerce rejected U.S. accusations that some Chinese AI firms are conducting “industrial-scale distillation” of American AI models, describing Washington’s latest move as an attempt to politicize a “normal technical and commercial issue.” “China’s open-source…
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Anthropic’s IPO Marketing Meets Extinction Risk
Are we sleepwalking our way into AI-caused extinction? It feels a little like that, given an Anthropic researcher’s X post on Tuesday night that there’s a greater than 10% chance that “AI could kill all humans” within the next decade! Despite that rather gruesome note, for tech…
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Anthropic’s IPO Marketing Meets Extinction Risk
Are we sleepwalking our way into AI-caused extinction? It feels a little like that, given an Anthropic researcher’s X post on Tuesday night that there’s a greater than 10% chance that “AI could kill all humans” within the next decade! Despite that rather gruesome note, for tech…
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Anthropic Discloses Fourth Cybersecurity Incident
Anthropic said Wednesday it had found a fourth cybersecurity incident involving its Claude models. The company disclosed the new incident, which occurred in January and involved an early version of Claude Opus 4.6, and additional information on three previously known incidents…
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Anthropic Discloses Fourth Cybersecurity Incident
Anthropic said Wednesday it had found a fourth cybersecurity incident involving its Claude models. The company disclosed the new incident, which occurred in January and involved an early version of Claude Opus 4.6, and additional information on three previously known incidents…
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Jeffrey Katzenberg Teams Up with Former OpenAI Sora Head on New AI Video Startup
Hollywood mogul Jeffrey Katzenberg is teaming up with the former head of OpenAI’s Sora app to launch a new AI startup that would train its own video models and try to win over filmmakers, people familiar with the matter said. The founders have been talking to potential investors…
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Jeffrey Katzenberg Teams Up with Former OpenAI Sora Head on New AI Video Startup
Hollywood mogul Jeffrey Katzenberg is teaming up with the former head of OpenAI’s Sora app to launch a new AI startup that would train its own video models and try to win over filmmakers, people familiar with the matter said. The founders have been talking to potential investors…
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Why An Anthropic Researcher’s Terminator-Style Warning Caught Fire
An Anthropic safety researcher’s warning Tuesday that his company believes AI “could kill all humans” within a decade has reverberated throughout Silicon Valley, Wall Street and Washington, potentially complicating the Claude maker’s upcoming initial public offering and its…
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Why An Anthropic Researcher’s Terminator-Style Warning Caught Fire
An Anthropic safety researcher’s warning Tuesday that his company believes AI “could kill all humans” within a decade has reverberated throughout Silicon Valley, Wall Street and Washington, potentially complicating the Claude maker’s upcoming initial public offering and its…
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Mandiant Founder Kevin Mandia Joins Amazon’s Board
Kevin Mandia, a cybersecurity expert who founded Mandiant, is joining Amazon’s board of directors, increasing the board’s size to 12. The board had shrunk briefly after Keith B. Alexander left the board in the spring. Like Mandia, Alexander had a security background—he served as…
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Mandiant Founder Kevin Mandia Joins Amazon’s Board
Kevin Mandia, a cybersecurity expert who founded Mandiant, is joining Amazon’s board of directors, increasing the board’s size to 12. The board had shrunk briefly after Keith B. Alexander left the board in the spring. Like Mandia, Alexander had a security background—he served as…
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OpenAI Appoints White House AI Advisor to Nonprofit Board
OpenAI announced on Wednesday that Paul Christiano, a senior technical advisor at the U.S. Commerce Department’s AI center, would be joining the board of the OpenAI Foundation, the charity that has a 26% stake in the company. Christiano will also be a non-voting observer on the…
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OpenAI Appoints White House AI Advisor to Nonprofit Board
OpenAI announced on Wednesday that Paul Christiano, a senior technical advisor at the U.S. Commerce Department’s AI center, would be joining the board of the OpenAI Foundation, the charity that has a 26% stake in the company. Christiano will also be a non-voting observer on the…
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OpenAI Cuts Off Adobe, Others From Advertising Some Competing AI Products in ChatGPT
OpenAI has told some business partners that it will no longer accept advertising in ChatGPT for image- and audio-generating products—which compete with its own features. The change, which hasn’t been previously reported or reflected in its published ads policy , blindsided…
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OpenAI Restricts Adobe and Other Competitors From Advertising in ChatGPT
OpenAI has told some business partners that it will no longer accept advertising in ChatGPT for image- and audio-generating products—which compete with its own features. The change, which hasn’t been previously reported or reflected in its published ads policy , blindsided…
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Block Applies to Establish National Bank
Block, the fintech firm cofounded by Jack Dorsey, said it has applied to federal regulators to establish an uninsured national trust bank called Builders Bank & Trust. The company has sought approval from the Office of the Comptroller of the Currency to set up the proposed…
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Block Applies to Establish National Bank
Block, the fintech firm cofounded by Jack Dorsey, said it has applied to federal regulators to establish an uninsured national trust bank called Builders Bank & Trust. The company has sought approval from the Office of the Comptroller of the Currency to set up the proposed…
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