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09.03.2026 − 15.03.2026
The Information
Amir Efrati @ The Information 2 place Ā· 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
Yueqi Yang @ The Information Ā· 06/11/2025 13:19 EDT

Crypto Exchange Bullish Files Confidentially for IPO

Bullish, the crypto exchange and owner of news publication CoinDesk, has confidentially filed paperwork for a US initial public offering in recent weeks, the Financial Times reported, joining the growing list of crypto IPOs after stablecoin issuer Circle’s blockbuster debut. Jefferies will work ... Read more ›

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The Information
Catherine Perloff @ The Information Ā· 06/11/2025 12:09 EDT

DoorDash Makes $175 Million Ad Tech Acquisition

Food delivery firm DoorDash said on Wednesday it is buying advertising technology company Symbiosys for $175 million, a deal that will help restaurants and other advertisers on DoorDash place ads on external sites and apps. DoorDash also disclosed a breakout of its ad revenue, which it doesn’t ... Read more ›

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The Information
Evan Robinson-Johnson @ The Information Ā· 06/11/2025 11:35 EDT

Neuralink Co-founder Tapped by Rival Precision Neuroscience

As competition intensifies in the nascent brain-computer interface market, Precision Neuroscience has tapped Neuralink co-founder Vanessa Tolosa to be senior vice president of research and development. The company also added Vivek Pinto, a former FDA device official, as director of medical ... Read more ›

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The Information
Evan Robinson-Johnson @ The Information Ā· 06/11/2025 10:13 EDT

Musk Says He Regrets Lashing Out at Trump

Elon Musk walked back some of his incendiary comments about President Donald Trump, suggesting a further mending of their relationship, which grew close during the campaign and Musk’s time overseeing cost-cutting efforts in Washington but exploded last week into a war of words. ā€œI regret some of ... Read more ›

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The Information
Stephanie Palazzolo @ The Information Ā· 06/11/2025 10:00 EDT

What Meta Gains From Scale CEO Alex Wang

The cost of acqui-hiring talent keeps rising! Meta Platforms agreed to shell out close to $15 billion for a 49% stake in data-labeling startup Scale AI, whose CEO Alexandr Wang will be joining Meta in a senior position, my colleague Cory Weinberg reported yesterday.Ā I spoke with a number of Scale investors yesterday who shared their uncertainty about what the deal means for the company’s future.Just as important, though, are... Read more ›

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The Information
Anissa Gardizy @ The Information 3 place Ā· 06/11/2025 09:00 EDT

Nvidia Muscles Into GPU Cloud Market, Rankling New Rivals

Nvidia recently debuted a cloud service enabling artificial intelligence developers to rent server chips directly from the chip designer, part of its push into the cloud market dominated by Amazon and Microsoft. In doing so, Nvidia is encroaching on the turf of CoreWeave and dozens of other up-and-coming firms that sell the same type of service. Nvidia executives told the firms they could make their AI servers available to customers... Read more ›

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The Information
Qianer Liu @ The Information Ā· 06/10/2025 23:10 EDT

Huawei’s Founder Says U.S. Is Overrating Its Chips

Ren Zhengfei, founder of China’s Huawei Technologies, said the U.S. ā€œoverestimatesā€ his company’s chip design capabilities amid ongoing trade negotiations between the two countries. In a front-page interview published in the People’s Daily state newspaper on Tuesday, Ren said that Huawei’s ... Read more ›

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The Information
Kevin McLaughlin @ The Information Ā· 06/10/2025 21:40 EDT

Salesforce Blocks AI Rivals From Using Slack Data

Slack, an instant-messaging service popular with businesses, recently blocked other software firms from searching or storing Slack messages even if their customers permit them to do so, according to a public disclosure from Slack’s owner, Salesforce. The move, which hasn’t previously been reported, could hamper fast-growing artificial intelligence startups that have used such access to power their services, such as Glean. Read more ›

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The Information
Nick Wingfield @ The Information Ā· 06/10/2025 20:00 EDT

Meta’s Risky Scale AI Bet Shows Self-Assurance—or Hubris

Mark Zuckerberg seems confident! As we reported earlier today, Meta Platforms is on the cusp of taking a 49% stake in Scale AI for $14.8 billion and bringing the AI startup’s CEO, Alexandr Wang, on board to lead a new AI lab. There are echoes in the Meta–Scale AI talks of earlier deals between big tech companies and AI startups, including Google’s agreement with Character.AI and Microsoft’s deal with Inflection.... Read more ›

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The Information
Cory Weinberg @ The Information Ā· 06/10/2025 19:37 EDT

The Investors Set to Win Big From Meta's Scale AI Deal

They are co-workers to be, they are both college dropouts-turned billionaire tech founders and they both have recently steered their public images toward wherever the political winds have blown. With Meta CEO Mark Zuckerberg’s big investment in Alexandr Wang’s Scale AI, the two men have something else in common–they both made billions for some of the same startup investors.Meta’s planned nearly $15 billion investment in Scale AI, which we scooped... Read more ›

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The Information
Kaya Yurieff @ The Information Ā· 06/10/2025 17:00 EDT

No, It’s Not Too Late to Start a Podcast

Podcasting is booming, driven by the rise of video shows and podcasters’ sway during last year’s presidential election. That’s got me thinking about whether podcasting has become too saturated. It’s a question I posed to our podcasting panel at The Information’s Future of Influence event last week in Los Angeles.Ā Spotify doesn’t think so. The company saw a ā€œmassive, massive reaccelerationā€ in podcasts last year, while this year is ā€œgrowing... Read more ›

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The Information
Miles Kruppa @ The Information Ā· 06/10/2025 15:14 EDT

Google Offers Buyouts to Employees in Search and Ads Unit

Google is offering voluntary buyouts to employees in the knowledge and information organization, which includes the company’s core search and much of the ads organization, a senior executive told staff on Tuesday. The move comes as Google’s search business faces unprecedented threats from ChatGPT and following its loss in a U.S. antitrust case that could hurt the company’s ability to distribute its search product. Nick Fox, who runs the knowledge... Read more ›

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The Information
Evan Robinson-Johnson @ The Information Ā· 06/10/2025 14:37 EDT

Tesla Robotaxi Spotted on Austin Streets

Tesla still has not given a public launch date for its robotaxi service in Austin, but an observer on Tuesday posted a video of a Model Y on city streets without a human driver behind the wheel, prompting some early celebrations from Tesla’s workers and fanbase. ā€œBeautifully simple design,ā€ CEO ... Read more ›

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The Information
Kevin McLaughlin @ The Information Ā· 06/10/2025 14:01 EDT

Enterprise Search Startup Glean Valued at $7.2 Billion After New Funding

Glean, a startup that develops search chatbots for businesses, has raisedĀ $150 million in Series F financing led by Wellington Management. It’s the latest sign of investors’ bullishness on enterprise search, a market in whichĀ Amazon Web Services, Google, Snowflake and others are also ... Read more ›

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The Information
Aaron Holmes @ The Information Ā· 06/10/2025 13:38 EDT

CEOs Try Cloning Themselves With AI

Artificial intelligence may not be advanced enough to run a company yet. But CEOs of some firms are testing ways that AI can sub in for them.They're trying chatbots and video avatars to answer employee questions, schmooze with customers and talk during earnings calls.Ā  Read more ›

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The Information
Kalley Huang @ The Information Ā· 06/10/2025 13:22 EDT

Snap Plans to Sell AR Glasses to Public in 2026

Snap, the parent company of Snapchat, announced on Tuesday that it would introduce a new generation of augmented reality glasses for sale to the public in 2026. The glasses, called Specs, will display content for wearers to see and offer apps from Snap, other companies and independent ... Read more ›

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The Information
Yueqi Yang @ The Information Ā· 06/10/2025 12:47 EDT

Societe Generale Launches Stablecoin Pegged to the Dollar

French bank Societe Generale said it plans to launch a stablecoin that will be available on crypto exchanges and payment platforms, making it the first major bank globally to offer a dollar-pegged stablecoin accessible to retail users. The token, called USD CoinVertible, will be used for crypto ... Read more ›

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The Information
Anissa Gardizy @ The Information Ā· 06/10/2025 12:43 EDT

OpenAI to Rent Chips From Google Cloud Despite AI Rivalry

OpenAI is planning to rent artificial intelligence chip servers from Google’s cloud computing unit, Reuters reported on Tuesday. The move isn’t completely unexpected, given that OpenAI has been desperate to expand its compute capacity and has inked deals with several other cloud providers after ... Read more ›

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The Information
Cory Weinberg @ The Information Ā· 06/10/2025 11:08 EDT

Meta to Pay Nearly $15 Billion for Scale AI Stake and Startup’s 28-year-old CEO

Meta has agreed to take a 49% stake in data labeling firm Scale AI for $14.8 billion, two people familiar with the matter said. The unusual deal will be structured so Meta will send the cash to Scale’s existing shareholders and place the startup’s CEO, Alexandr Wang, in a top position inside Meta, the people said. The deal, which hasn’t yet been finalized, appears to be a rich one for... Read more ›

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The Information
Amir Efrati @ The Information Ā· 06/10/2025 10:00 EDT

ā€˜AI Native’ Startups Pass $15 Billion in Annualized Revenue

Annualized revenue at ā€œAI nativeā€ companies selling artificial intelligence models or apps has passed $15 billion just two and a half years since OpenAI launched ChatGPT, according to The Information’s Generative AI Database.While that’s not the same as $15 billion in actual revenue, it’s still an unprecedented haul for such a short time period and means that, collectively, the companies generated about $1.25 billion of revenue in May alone.OpenAI is... Read more ›

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