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09.03.2026 − 15.03.2026
The Information
Amir Efrati @ The Information 2 place · 03/14/2026 13:18 EDT

Nvidia Cloud Ally In Talks to Buy a Major U.S. AI Data Center Site

U.K.-based cloud provider Nscale, whose announced customers include OpenAI and Microsoft, is in negotiations to acquire a massive AI data center site in West Virginia, The Information reported. Amazon, Meta and a cloud ally of Google have also expressed interest in the site. The site is ... Read more

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The Information
Cory Weinberg @ The Information · 07/15/2025 18:13 EDT

Speed and Greed Test Silicon Valley

The artificial intelligence dealmaking frenzy over the past few weeks is shifting Silicon Valley norms and creating wealth at a pace and scale we’ve never seen before. One theme is becoming clear: These AI deals are all about speed, and speed can make things messy. The latest example was Google co-founder Sergey Brin (suddenly relevant again), sitting in a Mountain View hotel meeting room last Thursday with more than 40... Read more

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The Information
Stephanie Palazzolo @ The Information 3 place · 07/15/2025 17:59 EDT

OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint

As OpenAI tries to turn ChatGPT into a core application for white-collar work, it’s developing agent features that could make its customers less dependent on productivity apps from Microsoft. In the latest example, OpenAI has developed features that let ChatGPT customers quickly create and edit presentations and spreadsheets that are compatible with PowerPoint and Excel directly in the chatbot without using the Microsoft apps themselves, according to a person who... Read more

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The Information
Kaya Yurieff @ The Information · 07/15/2025 17:00 EDT

The Tech Company That Powered Kai Cenat’s Streaming University

Kai Cenat, the world’s top Twitch streamer, made a splash in late May with a four-day “Streamer University” bootcamp for aspiring creators. Cenat, who has more than 18 million followers on the Amazon-owned site, along with fellow Twitch streamer Dennis Duke and rapper and YouTuber DDG and others, offered up classes teaching streamers how to grow their audience, generate revenue and use different tech tools. Read more

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The Information
Miles Kruppa @ The Information · 07/15/2025 15:49 EDT

Blackstone investing $25 billion in Pennsylvania AI push

Blackstone plans to invest $25 billion in data centers and energy production in Pennsylvania, CEO Jon Gray said at a Pittsburgh event where President Donald Trump spoke about artificial intelligence investments. Gray announced the planned investment on a panel at the Pennsylvania Energy and ... Read more

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The Information
Alex Perry @ The Information · 07/15/2025 15:31 EDT

Uber and Baidu to Launch Robotaxi Partnership

Uber said Tuesday that it partnered with Baidu to launch thousands of Apollo Go robotaxis in cities outside of the U.S. and mainland China. The first robotaxis under the partnership are expected to launch in Asia and the Middle East later this year. Baidu owns and operates Apollo Go. Apollo Go ... Read more

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The Information
Alex Perry @ The Information · 07/15/2025 15:30 EDT

Waymo Hits 100 Million Fully Autonomous Miles

Waymo said Tuesday that its robotaxis hit a new milestone of completing 100 million miles without a driver. The progress reflects Waymo’s gradual expansion of its service to more cities: the company is now operating in Los Angeles, Phoenix, San Francisco, Atlanta and Austin. It plans on ... Read more

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The Information
Aaron Holmes @ The Information · 07/15/2025 14:01 EDT

AWS, Google Race to Fill the Gaps in Their AI Clouds

The artificial intelligence boom is already visibly reshaping the cloud wars. For instance, Amazon Web Services looked like an insurmountable front-runner just a few years ago, but Google has made gains among AI developers thanks to its ability to serve some models at a much lower price, my colleague Kevin reported yesterday.More broadly, we’re starting to see evidence that the cloud providers are all racing to make small improvements to... Read more

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The Information
Jessica E. Lessin @ The Information · 07/15/2025 13:31 EDT

Inside Zuckerberg’s AI Playbook: Billions in Compute, a Talent Arms Race, and a New Vision for Meta

When I sat down with Meta CEO and founder Mark Zuckerberg to talk artificial intelligence, I expected that he would want to discuss the company’s new supercomputer plans and talk about why he’s been working the phones all summer in a red-hot AI recruiting blitz. We covered all that. But over the course of the interview, I heard something more interesting emerge: two clear new doctrines that are guiding Zuckerberg... Read more

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The Information
Cory Weinberg @ The Information · 07/15/2025 11:26 EDT

Blockchain Lender Figure Technology Plans IPO

Figure Technology Solutions, a startup that makes home loans on its blockchain and runs a crypto exchange, is planning to go public this fall, Figure co-founder Mike Cagney said. Figure is part of a wave of crypto companies taking advantage of a more crypto-friendly White House and surging investor interest in the industry. The move is a big turnaround for Figure, which tried to go public under President Joe Biden’s... Read more

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The Information
Theo Wayt @ The Information · 07/15/2025 11:19 EDT

Tesla’s North America Sales Chief Leaves

Tesla’s top North America sales executive has left the company, the Wall Street Journal reported, as the company faces declining vehicle sales. Troy Jones had been with Tesla for 15 years and oversaw sales, service and delivery in the company’s largest market, according to the Journal. His ... Read more

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The Information
Stephanie Palazzolo @ The Information · 07/15/2025 10:00 EDT

Zuckerberg Says His AI Will Solve ‘Simpler Things’ Than Its Rivals

Before we get to today’s column about Cognition buying Windsurf, Meta Platforms CEO Mark Zuckerberg on Monday spoke to Jessica Lessin, our editor in chief, for the inaugural episode of TITV, a new daily tech show, about the question on everyone’s mind these days: Why exactly would an AI researcher come to Meta? (Other than the $100 million pay packages, of course.)Zuckerberg drew a connection between the hundreds of billions... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/15/2025 09:00 EDT

Windsurf Whiplash: Inside 96-hours of Frantic AI Dealmaking

Last Thursday, more than 40 researchers and engineers at Windsurf, a startup that has developed an artificial intelligence–powered coding tool, began gathering at a hotel in Mountain View, Calif., after receiving an invitation to a mysterious meeting from the startup’s management. The agenda became soon obvious when the staffers were ushered into a conference room: Sitting near Windsurf CEO Varun Mohan was Google co-founder Sergey Brin, while Google’s top AI... Read more

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The Information
Anissa Gardizy @ The Information · 07/14/2025 22:59 EDT

Nvidia Says AI Chips Sales Will Resume in China

Nvidia CEO Jensen Huang said Monday that the chip designer plans to resume selling an artificial intelligence chip to China that the U.S. government had previously restricted. After meetings in Washington, Nvidia said it had begun filing export license applications to sell the H20 chip, which is ... Read more

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The Information
Martin Peers @ The Information · 07/14/2025 20:00 EDT

Zuckerberg’s AI Psychological Warfare

Mark Zuckerberg is trying to psych out his rivals in artificial intelligence. That’s one interpretation of his Threads post on Monday, declaring that Meta is “going to invest hundreds of billions of dollars” on AI computing capacity to build “superintelligence”—a new buzzword for the most advanced AI imaginable. That’s a more aggressive statement of intentions regarding AI spending than other big tech companies have made so far, although Zuckerberg didn’t... Read more

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The Information
Kalley Huang @ The Information · 07/14/2025 16:15 EDT

Meta Discusses Developing Closed AI Models

Meta Platforms in recent weeks has discussed developing closed artificial intelligence models which would represent a departure from its current focus on open-source, or free, models, according to four people familiar with the discussions. Some leaders, including Meta’s chief AI officer Alexandr ... Read more

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The Information
Yueqi Yang @ The Information · 07/14/2025 16:06 EDT

Crypto Asset Manager Grayscale Files for IPO Confidentially

Grayscale, the crypto asset manager owned by Digital Currency Group, a crypto conglomerate founded by Barry Silbert, said it has filed paperwork confidentially for a U.S. initial public offering, joining the ranks of crypto firms seeking to go public after Circle’s successful debut. Founded in ... Read more

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The Information
Ann Gehan @ The Information · 07/14/2025 15:48 EDT

Shopify Adds AI Agent Policy Pushing Developers To Incorporate Its Checkout

Shopify took a step to restrict AI agents operating on its e-commerce platform, used by millions of merchants to run their online stores. The company has added a warning to the software code that its merchants use to power their online stores, flagging that it won’t permit agents and other ... Read more

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The Information
Aaron Holmes @ The Information · 07/14/2025 14:49 EDT

Pentagon Awards $200 Million Contracts to xAI, Google, Anthropic

The U.S. Department of Defense has awarded contracts worth up to $200 million to artificial intelligence developers xAI, Google and Anthropic to “address critical national security needs,” the agency said Monday. The Pentagon said OpenAI won a similar $200 million contract last month. The ... Read more

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The Information
Natasha Mascarenhas @ The Information · 07/14/2025 14:04 EDT

Cognition to Acquire What Remains of Windsurf

Coding assistant company Cognition has entered a definitive agreement to acquire the remaining staff and assets of Windsurf, according to a person with direct knowledge of the matter. All the remaining employees who did not join Google following a $2.4 billion licensing and recruiting deal ... Read more

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The Information
Kevin McLaughlin @ The Information · 07/14/2025 13:34 EDT

AWS Preps New AI Service That Lets Customers Tap OpenAI Models

Amazon Web Services has been developing a new cloud service that lets customers build AI agents using models that it doesn’t currently offer access to through its Bedrock application development service, as we reported today. The new service will make it easier for AWS customers to use models ... Read more

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