2026-01-14
AI Agenda: Here's how Apple is using Google's AI for Siri, according to a person involved in the project. Read more from @Steph_Palazzolo, @Amir and @aatilley 👇 https://www.theinformation.com/ ...
The Information
A source details how Apple's Gemini deal works: new Siri features will launch in the spring and at WWDC, Apple can finetune Gemini, no Google branding, and more
In another AI win for Google lately, Apple announced on Monday that it will use Google's Gemini models to power …
2025-11-25
.@awscloud Director of Technology Shaown Nandi discusses how increased chip and model diversity are driving down AI inference costs: “In the rise of agentic we're seeing these smaller models get used for simpler tasks. And that drives average cost down.” Full episode: [video]
Fox Business
AWS announces a commitment to invest up to $50B to build AI and HPC infrastructure for the US government, starting in 2026 and adding nearly 1.3 GW of capacity
Eric Revell / Fox Business :
2025-09-28
The Jensen Administration: How Nvidia's $100 billion OpenAI investment is part of the company's burgeoning stimulus plan for the AI economy. Read more from @AnissaGardizy8, @NickWingfield, @WayneMa and @QianerLiu 👇 https://www.theinformation.com/ ...
The Information
Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs
Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.
Nvidia agreed to buy any unused GPUs that cloud provider CoreWeave doesn't sell to other customers over the next seven years, a deal potentially costing it around $6.3 billion. Learn more: https://www.theinformation.com/ ...
The Information
Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs
Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.
2025-09-20
Apple Rushes to Boost Production of Cheaper iPhone 17 Apple has told at least two suppliers to increase production of the entry-level iPhone 17 model by at least 30%, a sign of high demand for the model. Read more from Wayne Ma and Qianer Liu 👇 https://www.theinformation.com/ ...
The Information
Sources: Apple told at least two suppliers to boost their daily output of entry-level iPhone 17 by at least 30%, after strong pre-orders last weekend
The Information :
2025-09-14
As Tech Leaders Flatter Trump, Anthropic Takes a Cooler Approach As leaders across the tech industry curry favor with the White House, one high profile company, Anthropic, is taking a notably cooler approach. Read more from Sylvia Varnham O'Regan 👇 https://www.theinformation.com/ ...
The Information
Sources: Anthropic scrapped plans to hire a Republican for its top policy role, instead choosing an Obama alumn as it adopts a cooler stance towards Trump
speaking out on potential downsides of AI, including risks to the safety of humanity.
2025-08-05
AI coding startup Cognition is offering voluntary buyouts to newly acquired Windsurf employees, with a nine-month salary as compensation. Read more: https://www.theinformation.com/ ... #AICoding
The Information
Internal email: Cognition offers buyouts to its ~200 newly acquired Windsurf staff, with Cognition CEO Scott Wu writing “we don't believe in work-life balance”
Cognition, a two-year-old artificial intelligence coding startup last valued at $4 billion, has offered buyouts …
2025-08-01
.@FAL Co-Founder @gorkemyurt on his generative AI company's explosive growth after raising $125 million: “We are approaching $100 million run rate. I think we closed July at close to 95.” “Last year, around this time, I think it was a couple million.” Watch the full episode [video]
Reuters
AI infrastructure company fal, which runs audio, video, and image models on behalf of enterprises, raised a $125M Series C led by Meritech at a $1.5B valuation
Anna Tong / Reuters :
2025-07-16
The Information | TITV | July 15th, 2025 https://x.com/...
The Information on YouTube
Q&A with Mark Zuckerberg on Meta's “personal super intelligence” push, how its pay packages pale in comparison to its AI infra investments, AI glasses, and more
The Information's TITV is first in tech news and analysis from the people that break and shape the story.
The Information | TITV | July 15th, 2025 https://x.com/...
Wired
Sources: OpenAI researcher Jason Wei, who worked on o3 and deep research models, and his colleague Hyung Won Chung are joining Meta's new superintelligence lab
Jason Wei, who worked on OpenAI's o3 and deep research models, will be joining Meta's superintelligence lab.
2025-06-19
Exclusive: Meta could spend more than $1 billion to buy out part of Nat Friedman and Daniel Gross' AI-focused venture capital fund. Read the updates from @KalleyHuang and @CoryWeinberg 👇 https://www.theinformation.com/ ...
The Information
Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to help lead its AI efforts and maybe partly buy out their VC fund, NFDG, worth billions
Meta Platforms is in advanced talks to hire the prominent artificial intelligence investors Nat Friedman and Daniel Gross …
2024-08-21
Meta's Search for AI Clout Takes It Into New Terrain Meta may have to learn how to sell software to businesses if it's going to become a power in AI. https://www.theinformation.com/ ... From @SylviaVarnham, @theo_wayt and @aaronpholmes
The Information
Source: Meta's Llama struggles to gain traction on AWS, where Claude is most popular; Microsoft only pitches Llama to clients with data expertise, per a staffer
Meta Platforms knows how to get brands like Away and Temu to buy advertisements on Facebook and Instagram. X: @theinformation X: @theinformation : Meta's Search for AI Clout Takes ...
2024-06-26
The Commerce Department has been pressuring U.S. chip equipment makers to stop selling to Huawei Technologies, China's top chip designer. https://www.theinformation.com/ ... From @QianerLiu and @amir
The Information
Sources: Huawei is struggling to ramp up production of its Ascend AI server chip, China's leading alternative to Nvidia's A100, due to a new US crackdown
The Information :
2024-05-30
By striking a deal with Apple, OpenAI CEO Sam Altman has cemented his own power seven months after a short-lived ouster threatened his future. https://www.theinformation.com/ ... By @amir & @waynema
The Information
Sources: Sam Altman and Satya Nadella recently met to discuss Microsoft's concerns about how OpenAI's deal with Apple might affect Microsoft's product ambitions
When OpenAI's board of directors ousted Sam Altman as CEO last year, it looked like a shocking derailment of a fast-rising career.
2024-04-11
Exclusive: What happened when TikTok parent ByeDance's payments arm got embroiled in a money-laundering probe, starting in Turkey and extending to Ireland. https://www.theinformation.com/ ... By @MichaelRoddan
The Information
Sources: ByteDance misled the Central Bank of Ireland in early 2023, after HSBC shut down the company's bank accounts following a money laundering probe
2024-02-21
TikTok executives have raised questions about the China-based leadership of CapCut, a ByteDance-owned video editing app popular with TikTok users. https://www.theinformation.com/ ... From @JuroOsawa.
The Information
Sources: some ByteDance executives expressed concerns over running the video editing app CapCut from China given the political scrutiny facing TikTok in the US
Juro Osawa / The Information :
2023-10-25
SiFive, a VC-backed semiconductor startup, has laid off 20% of its staff, a sign of strain even as chip giant Nvidia rallies. https://www.theinformation.com/ ... By @anissagardizy8
More Than Moore
RISC-V chip designer SiFive, which has raised $365M, lays off ~20% of its employees, or 120 to 130 people, “across all different business groups and levels”
A quick one for you. I have received reports, now from multiple sources, that the major torch bearer of the RISC-V platform …
2023-09-30
More than a third of TikTok Shop's Southeast Asian business is expected to come from Indonesia this year, a market now threatened by a government ban. New from @JuroOsawa & @jingyanghk https://www.theinformation.com/ ...
The Information
Data and sources: TikTok Shop was on pace to handle $6B+ worth of transactions in Indonesia in 2023, before its ban in the country, and $17B+ in Southeast Asia
TikTok just cannot escape government scrutiny. Even as the hugely popular ByteDance-owned app expands in the U.S. despite …
2023-06-16
Meta wants companies to make money off its open-source AI. That would shake up the industry and pose a challenge to Google and OpenAI. By @SylviaVarnham, @jon_victor_ & @amir https://www.theinformation.com/ ...
The Information
Sources: Meta is working on ways to make the next version of LLaMA available for commercial use; the open-source LLM is currently only licensed for research use
Meta wants to make the next version of LLaMA — its open source LLM —available for commercial use. https://www.theinformation.com/ ... @SylviaVarnham @jon_victor_ [image] @rafat : T...
2023-06-01
Google invested in prominent AI video startup Runway to boost Google Cloud at the expense of AWS, @KateClarkTweets, @jon_victor_, @amir, and @erinkwoo report. https://www.theinformation.com/ ...
The Information
Sources: NYC-based Runway, which uses AI to let users generate videos from text descriptions, raised ~$100M from Google and others at a ~$1.5B valuation
Kate Clark / The Information :