Articles from www.theinformation.com

Articles from www.theinformation.com

Sources: enterprise AI search startup Glean is in talks to raise hundreds of millions, including money to buy employee shares, at an estimated ~$7B valuation (www.theinformation.com)
5 hours ago Startup AI

Sources: Meta aims to release Llama 4 later this month after pushing back its release date at least twice due to underperformance in reasoning and math tasks (www.theinformation.com)
18 hours ago Mathematics

Sources: Intel and TSMC have reached a preliminary agreement for a joint venture to operate Intel's chipmaking facilities, with TSMC taking a 20% stake (www.theinformation.com)
1 day ago Intel

Sources: Google is in advanced talks to rent Nvidia Blackwell AI chips from CoreWeave, highlighting how major Nvidia customers are struggling to get chips (www.theinformation.com)
2 days ago Google AI Nvidia

Source: Trump plans to announce a company called TikTok America, with a 50% stake for US investors and 19.9% for ByteDance, which would license the algorithm (www.theinformation.com)
2 days ago Trump U.S. Algorithm

Sources: ByteDance, Alibaba, Tencent, and other Chinese companies placed $16B+ in orders for Nvidia's H20 chips in Q1 2025, ahead of a potential US sales ban (www.theinformation.com)
2 days ago China Alibaba Tencent Ban Nvidia

Source: Agility Robotics, a maker of humanoid robots led by Peggy Johnson, is raising $400M at a $1.75B pre-money valuation; ~100 of its robots are in the field (www.theinformation.com)
3 days ago Robot

OpenAI says ChatGPT has hit 20M paid subscribers, up from 15.5M at the end of 2024, suggesting the company is making at least $415M in monthly revenue (www.theinformation.com)
3 days ago

Sources: the Chinese startup behind Manus is in talks with US VC firms and others to raise funding at a $500M+ valuation, up ~5x from its previous valuation (www.theinformation.com)
8 days ago China Startup

Source: Nvidia is in advanced talks to acquire Lepton AI, which rents Nvidia GPU servers, for several hundred million dollars; Lepton raised $11M in 2023 (www.theinformation.com)
8 days ago AI Nvidia

Leaked financial figures: Stripe doubled its free cash flow in 2024 to about $2.2B and grew revenues by about 28% to $5.1B; Chime grew revenues by 31% to $1.7B (www.theinformation.com)
9 days ago

Sources: OpenAI has spoken with Reliance about a potential product and sales partnership in India; Meta also plans to work with Reliance on new AI businesses (www.theinformation.com)
13 days ago India AI

Source: US Senators Dick Durbin and Lindsey Graham plan to introduce a bipartisan bill with wide support that would make Section 230 expire on January 1, 2027 (www.theinformation.com)
14 days ago

Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; one source says Apple has spent $5B+ on content since its 2019 launch (www.theinformation.com)
15 days ago Apple

Source: Liam Fedus, VP of research in charge of post-training at OpenAI, is leaving the company to found a startup focused on using AI to discover new materials (www.theinformation.com)
18 days ago Startup AI

Sources: Google plans to partner with Taiwanese chipmaker MediaTek on its next-gen TPUs, set for 2026, but will still work with Broadcom (www.theinformation.com)
18 days ago Taiwan Google

Crusoe, a startup helping build the first data center for Stargate, says it secured a deal with a gas turbine owner to generate 4.5 gigawatts of energy by 2027 (www.theinformation.com)
19 days ago Energy Startup

Sources: DeepSeek and its hedge fund parent, High-Flyer Capital, forbid some R&D staff from traveling abroad freely, asking them to hand in their passports (www.theinformation.com)
21 days ago

Sources: Oracle is a leading contender to help run TikTok US; ByteDance management prefers Oracle but wants to retain a hands-on role with TikTok's operations (www.theinformation.com)
22 days ago Oracle

Sources: self-driving simulation software provider Applied Intuition is in talks to raise hundreds of millions at a $15B valuation; it reached $400M ARR in 2024 (www.theinformation.com)
24 days ago

Source: Anthropic's annualized revenue grew from $1B at the end of 2024 to $1.4B in early March; Manus uses tools including Claude 3.7 Sonnet to power its agent (www.theinformation.com)
24 days ago

Source: Microsoft is testing out ways to replace OpenAI's models in Copilot with models from other AI labs including xAI, Meta, and DeepSeek (www.theinformation.com)
28 days ago Microsoft AI

Source: Microsoft completed the training of a family of models, codenamed MAI, and is experimenting swapping out the MAI models for OpenAI's models in Copilot (www.theinformation.com)
28 days ago Microsoft

Sources: Larry Page has formed a new company, Dynatomics, to use LLMs to create highly optimized designs for various objects and then have a factory build them (www.theinformation.com)
29 days ago

Source: OpenAI executives have told some investors about plans for a $2,000/month agent, a $10,000/month agent for coding, and a $20,000/month PhD-level agent (www.theinformation.com)
30 days ago

Source: CoreWeave is in talks to acquire Weights & Biases, whose tools help developers build AI apps, for ~$1.7B; Weights & Biases was valued at $1.25B in 2023 (www.theinformation.com)
2025-3-5 AI

Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage (www.theinformation.com)
2025-3-4 YouTube Netflix

How Anthropic monitoring its AI models playing Pokémon games is helping the startup's researchers hone their thinking around the development of its agentic tech (www.theinformation.com)
2025-3-3 Startup AI

Sources: SoftBank plans to borrow $16B to invest in AI, and might borrow another $8B in early 2026, which could strain its already debt-heavy balance sheet (www.theinformation.com)
2025-3-2 AI

Source: Amazon plans to expand Haul, the ultracheap Temu-like shopping site it launched in the US in November, to countries in Europe starting this year (www.theinformation.com)
2025-3-1 Europe Amazon

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