2026-01-23
In handing AI to software chief Craig Federighi, Apple has turned to one of its most dependable executives. But it could backfire if AI becomes the defining tech in consumer devices, leaving Apple dependent on Google and others. @aatilley @theinformation https://www.theinformation.com/ ...
Bloomberg
Sources: Apple expanded the job of hardware chief John Ternus to manage design teams at the end of 2025, solidifying his status as a leading CEO candidate
Apple Inc. has expanded the job of hardware chief John Ternus to include design work, solidifying his status as a leading contender …
In handing AI to software chief Craig Federighi, Apple has turned to one of its most dependable executives. But it could backfire if AI becomes the defining tech in consumer devices, leaving Apple dependent on Google and others. @aatilley @theinformation https://www.theinformation.com/ ...
The Information
A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026
The Information:
2026-01-22
In handing AI to software chief Craig Federighi, Apple has turned to one of its most dependable executives. But it could backfire if AI becomes the defining tech in consumer devices, leaving Apple dependent on Google and others. @aatilley @theinformation https://www.theinformation.com/ ...
The Information
A look at Craig Federighi's approach to AI at Apple; sources say he led a push to use other companies' models to help launch a revamped Siri later in 2026
The Information:
2025-12-26
https://www.theinformation.com/ ... Nvidia just announced a $20 billion megadeal for Groq's tech and talent on Christmas Eve. We take a look at why they paid three times the chip startup's valuation just a few months ago and what it means. w/ @PauValida @MilesKruppa @theinformation
The Information
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …
2025-12-25
https://www.theinformation.com/ ... Nvidia just announced a $20 billion megadeal for Groq's tech and talent on Christmas Eve. We take a look at why they paid three times the chip startup's valuation just a few months ago and what it means. w/ @PauValida @MilesKruppa @theinformation
Bloomberg
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …
2025-12-16
https://www.theinformation.com/ ... Apple's iPhone 20, due fall 2027, has curved glass on the front, back and on all four sides. Instead of a full metal frame, there's a narrow metal band running around the midpoint of the device's sides, where the buttons sit. @qianerliu @theinformation
The Information
A look at Apple's iPhone roadmap; sources say the iPhone 18 Pro lineup will get under-screen Face ID, and the front camera will move to the top-left corner
The iPhone family is growing again. Over the next two years, Apple is planning a major expansion of its smartphone product line …
2025-09-28
Nvidia's $100 billion investment in OpenAI shows how it's starting to turn into something like AI's government and central bank. Check out my latest with @anissagardizy8 @nickwingfield @QianerLiu for @theinformation 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
https://www.theinformation.com/ ... Apple is boosting production of the standard iPhone 17 after strong pre-orders. This signals that consumers might want the cheaper model as its specs have narrowed considerably compared with the Pros. Check out my latest with @QianerLiu @theinformation
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 :
2025-09-10
Amazon is developing augmented-reality glasses for consumers with a display in one eye that will compete head on with a similar product Meta plans to announce next week. Check out my latest scoop with @JuroOsawa for @theinformation https://www.theinformation.com/ ...
The Information
Sources: Amazon is developing consumer AR glasses codenamed Jayhawk, with microphones, speakers, a camera, and color display, set for late 2026 or early 2027
Amazon is developing a pair of augmented-reality glasses for consumers, say two people with knowledge of the plans.
2025-05-27
https://www.theinformation.com/ ... Apple still offers its iPhone satellite features for free, partly due to concerns it could be regulated as a telecom if it begins charging. The service also has faced attacks from Elon Musk. Check out @aatilley's and my story for @theinformation
The Information
Sources on how Apple declined a deal from Elon Musk to use SpaceX instead of Globalstar for its iOS SOS feature and its 2015 plans to build satellite internet
Three years ago, Elon Musk approached Apple with an eleventh-hour offer. — Musk had heard that Apple was about to announce …
2025-05-04
https://www.theinformation.com/ ... In 2026, Apple plans to stagger the launch of new iPhones so more premium models are released in the fall followed by cheaper ones in the spring. It's also betting on a foldable iPhone and under-display sensors to enable near edge-to-edge screens.
The Information
Sources: Apple plans to launch iPhone 18 Pro models, a thin iPhone 18, and a foldable iPhone in fall 2026 but the standard iPhone 18 in spring 2027
After years of incremental changes to the iPhone, Apple is mixing things up much more dramatically. Later this year it's expected to introduce …
2025-04-10
Apple's decision to delay new AI features in Siri came after years of dysfunction and clashes between the AI/ML and software engineering groups. Many blame Siri's poor leadership for its slow progress. Check out my latest for @theinformation https://www.theinformation.com/ ...
The Information
A look at the internal chaos behind Apple's Siri failure, in part due to poor leadership, with John Giannandrea's AI/ML group dubbed “AIMLess” internally
Last June, at Apple's annual developers conference, the company offered a dazzling demonstration of how artificial intelligence …
2025-03-20
Apple TV+, known for its prestige TV and movies, is losing more than $1 billion a year even as executives try to rein in its spending. The video-streaming service had around 45 million subscribers as of last year. Check out my latest for @theinformation https://www.theinformation.com/ ...
The Information
Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; source: Apple has spent $5B+ per year on content since its 2019 debut
Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple TV+, the company's video-streaming service …
2024-12-04
https://www.theinformation.com/ ... Apple faces hurdles working with Baidu to launch Apple Intelligence in China next year, some of which relates to adapting Baidu's AI models to be more relevant to iPhone users and the use of data. Check out @QianerLiu and my latest for @theinformation
The Information
Sources: Apple and Baidu are working to add AI features to Chinese iPhones but have clashed over model training data, and the models have struggled with prompts
Apple and Chinese search giant Baidu are working together to add artificial intelligence features to iPhones sold in China …
2024-11-25
Apple's ultrathin iPhone planned for next year doesn't have a physical SIM tray. That could prevent the company from selling the model in China, where eSIMs for smartphones aren't approved. Check out my latest scoop with @QianerLiu for @theinformation https://www.theinformation.com/ ...
The Information
Sources: the prototypes of the thin iPhone are between 5 and 6 millimeters thick, and may be too thin for a physical SIM, which could dampen China sales
Apple's desire to make its products thinner could dampen sales in China if its engineers can't overcome a design hurdle …
2024-10-29
https://www.theinformation.com/ ... Apple has reached a milestone in its effort to reduce its dependence on China. It's learning how to scale up mass production of the base model iPhone 17 in India rather than China, the first time it's ever done so. Check out my latest for @theinformation
The Information
Sources: in a first, Apple is using an Indian factory to do the early manufacturing work for the base iPhone 17; the primary iPhone 17 Pro sites remain in China
When Apple CEO Tim Cook visited China last week, he pledged to government officials that the company would continue to increase …
2024-10-23
https://www.theinformation.com/ ... Apple could suspend production of the Vision Pro as soon as next month amid weak demand, and some suppliers have already halted manufacturing components since early summer. Check out my latest scoop with @QianerLiu for @theinformation
The Information
Sources: Apple has sharply scaled back Vision Pro production since early summer, and could stop making the existing version entirely by the end of 2024
Apple has sharply scaled back production of its Vision Pro mixed reality headset since the early summer and could stop making …
2024-09-16
TikTok parent ByteDance is building two AI chips for release by 2026 that it hopes will save the company billions of dollars and reduce its dependence on Nvidia for training AI models. Check out my latest scoop with @QianerLiu for @theinformation https://www.theinformation.com/ ...
The Information
Sources: ByteDance aims to mass produce two AI chips designed alongside TSMC in 2026; a source says ByteDance plans to order several hundred thousand
The Information :
2024-08-25
Meta has canceled plans for a high-end mixed-reality headset due in 2027 that was meant to be a competitor to Apple's Vision Pro in part due to the high cost of the displays. Check out @SylviaVarnham and my latest scoop for @theinformation https://www.theinformation.com/ ...
The Information
Sources: Meta cancels a premium MR headset codenamed La Jolla, in development since November, that was meant to debut in 2027 to compete with Apple's Vision Pro
Meta responds Ryan Christoffel / 9to5Mac : Meta just canceled its Vision Pro competitor, reportedly it was too pricey to ‘sell well’ Asma Hussain / iThinkDifferent : Meta cancels V...
2024-08-24
Meta has canceled plans for a high-end mixed-reality headset due in 2027 that was meant to be a competitor to Apple's Vision Pro in part due to the high cost of the displays. Check out @SylviaVarnham and my latest scoop for @theinformation https://www.theinformation.com/ ...
The Information
Sources: Meta cancels a premium MR headset codenamed La Jolla, in development since November, that was meant to debut in 2027 to compete with Apple's Vision Pro
Meta Platforms has canceled plans for a premium mixed-reality headset intended to compete with Apple's Vision Pro, according to two Meta employees.