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The Information
Theo Wayt @ The Information · 03/31/2026 09:45 EDT

Amazon’s Starlink Rival to Offer Wifi on 500 Delta Air Lines

Amazon Leo, the company’s upcoming alternative to SpaceX’s Starlink internet service, will power wifi on 500 Delta Air Lines planes, the companies said on Tuesday. Delta Air Lines currently offers wifi from Viasat and Echostar’s HughesNet, two satellite connectivity services that have been ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 03/31/2026 09:20 EDT

U.K. Launches Antitrust Probe of Microsoft’s Cloud and Software Bundling

The U.K.’s Competition and Markets Authority will investigate Microsoft’s sales of business software, the regulator said on Tuesday, citing concerns that Microsoft’s software licensing practices have reduced competition in the cloud computing market. The probe will last six months, after which ... Read more â€ș

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The Information
Cory Weinberg @ The Information · 03/31/2026 09:00 EDT

SpaceX Makes a $75 Billion Offer Investors Can’t Refuse

Whether professional investors think SpaceX is the stock of a lifetime or a grossly overvalued Elon Musk conglomerate, they will be under intense pressure to buy into its initial public offering at a $1 trillion–plus valuation. The most important question for many of them will be: Can I really afford to sit this out? Heightening Wall Street’s fear of missing out was Nasdaq’s approval on Monday to loosen the rules... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/31/2026 04:22 EDT

Alibaba’s New Multimodal AI Model is Not Open-Source

Alibaba Group has released the new generation of its large language model that can understand text, audio, images and video. But this time, the Chinese tech giant is releasing the model, Qwen3.5-Omni, as a proprietary model—unlike its open-source predecessor. The fact that Alibaba decided not to ... Read more â€ș

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The Information
Qianer Liu @ The Information · 03/31/2026 00:43 EDT

DeepSeek’s Chatbot Goes Dark for Over 10 Hours

DeepSeek’s AI chatbot suffered its longest outage since the Chinese company’s flagship model went viral early last year, with users reporting that both its website and app were down for over 10 hours from Sunday night. The service was restored Monday morning. DeepSeek offered no public ... Read more â€ș

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The Information
Martin Peers @ The Information · 03/30/2026 20:00 EDT

Nvidia Stock is Cheap—What That Signals

Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a multiple of earnings, was during the 2008 financial crisis, according to Koyfin data. Indeed, Amazon’s stock is so cheap that it’s trading at a discount to Walmart for the first time ever. Considering that Amazon’s revenue is growing at roughly a 12%-plus annual basis, and Walmart at closer to 5%, the disparity... Read more â€ș

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The Information
Julia Hornstein @ The Information · 03/30/2026 19:58 EDT

Space Data Center Startup Starcloud Raises $170 Million

Starcloud, a Washington state-based startup developing solar-powered data centers in space, said Monday it has raised $170 million in funding at a $1.1 billion valuation including the investment. Benchmark and EQT Ventures, a VC firm that spun out of private equity giant EQT, led the Series A ... Read more â€ș

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The Information
Aaron Tilley @ The Information · 03/30/2026 18:06 EDT

Apple Kicks Out Vibe Coding App

Last week, Apple removed vibe coding app Anything from the App Store, The Information reported Monday. Apple told the app maker that it had violated an App Store rule prohibiting apps from rewriting code that changes the functionality of the app. The move comes in the midst of a broader ... Read more â€ș

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The Information
Yueqi Yang @ The Information · 03/30/2026 17:54 EDT

DOJ Reportedly Probing Insider Trading on Prediction Markets

Federal prosecutors in Manhattan are exploring whether certain bets on prediction markets have violated insider trading and other laws, CNN reported, citing unnamed sources. Officials for the U.S. Attorney for the Southern District of New York recently met with representatives of Polymarket to ... Read more â€ș

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The Information
Aaron Tilley @ The Information · 03/30/2026 17:47 EDT

Apple Temporarily Launches AI Software in China

Apple may have prematurely launched its artificial intelligence product in China. In an iOS update this week, some Chinese users noticed that Apple’s AI features, called Apple Intelligence, finally arrived on their iPhones. But soon afterwards, the update was pulled, according to Bloomberg’s ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 03/30/2026 17:10 EDT

Microsoft Debuts New Copilot Upgrades Combining Anthropic, OpenAI Models

Microsoft on Monday announced new features in its 365 Copilot software, which uses AI features from both OpenAI and Anthropic to automate work in its Office and Teams products. One new feature, called Critique, uses OpenAI’s models to compile research on a topic, and then directs Anthropic’s ... Read more â€ș

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The Information
Aaron Tilley @ The Information · 03/30/2026 14:51 EDT

Apple Kicks Vibe Coding App Out of App Store, Escalating Crackdown

Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out of its App Store for violating its rules. Last Thursday, Apple removed the app, Anything, from the App Store, according to Dhruv Amin, co-founder and CEO of the eponymous startup that makes the app. Apple’s action came a week after The Information reported that the company had blocked updates of vibe coding apps—which... Read more â€ș

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The Information
Theo Wayt @ The Information · 03/30/2026 11:58 EDT

Nasdaq Rule Change Would Speed Index Entry for SpaceX IPO

Nasdaq will change a rule for its flagship stock index to allow newly public companies to gain entry much more quickly, in a move that would help SpaceX and other companies expected to have gigantic initial public offerings this year. In a rule change outlined Monday and effective May 1, ... Read more â€ș

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The Information
Ann Davis Vaughan @ The Information · 03/30/2026 11:00 EDT

Big Tech Schools Big Energy on Powering AI

Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.The energy dominance bulls in the Trump administration came to Houston last week to celebrate how U.S. natural gas is driving America’s lead in the AI... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 03/30/2026 10:00 EDT

Anthropic’s Success Sparks Server Crunch

Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of Defense Emil Michael). Thanks to the strength of its automated coding tools, Anthropic more than doubled its annualized sales to $19 billion during the first two months this year. And it’s closing the revenue gap with larger rival OpenAI.But as the Notorious B.I.G. might have predicted, Anthropic’s success is bringing new problems. The... Read more â€ș

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The Information
Yueqi Yang @ The Information · 03/30/2026 09:00 EDT

Crypto’s Nasty Downturn Is Getting Worse

The relentless decline in the crypto market is about to hit the six-month mark with no end in sight, prompting companies to cut staff and pivot to businesses such as stock trading and prediction markets. Bitcoin has lost half of its value since peaking early last October at $126,080, with other crypto assets down far more. Monthly trading volume for crypto is on track to be the lowest since January... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/30/2026 00:10 EDT

Chinese Humanoid Maker Agibot Rolls Out 10,000th Mass-Produced Unit

Chinese robot maker Agibot said on Monday that the number of humanoids it has manufactured just reached 10,000, as the Shanghai-based startup accelerates the expansion of its output. The new milestone comes just three months after the company announced the rollout of its 5,000th unit in ... Read more â€ș

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The Information
Martin Peers @ The Information · 03/29/2026 18:00 EDT

SpaceX’s IPO Challenge

Break out the oxygen masks. The number of breathless headlines is about to soar. SpaceX is expected to file its initial IPO paperwork with the Securities and Exchange Commission any day now. It will be the confidential version, so we won’t get to see it. But what is usually a procedural nonevent for the public has turned into a carnival thanks to the sky-high numbers bankers are throwing around regarding... Read more â€ș

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The Information
Abram Brown @ The Information · 03/29/2026 16:36 EDT

Midjourney Revenue Now ‘Significantly’ Above $200 Million

Even as competition has intensified in recent years, Midjourney’s revenue “significantly surpassed” $200 million in 2023, and it has increased since then, said CEO David Holz. The startup is profitable, Holz said. But his attempts to build an array of hardware projects may force him to finally ... Read more â€ș

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The Information
Abram Brown @ The Information · 03/29/2026 16:35 EDT

Washington State Sues Kalshi

Washington state Attorney General Nick Brown sued Kalshi on Friday, accusing the prediction market startup of being an illegal gambling outfit, the latest legal salvo issued against the company. Weeks earlier, Arizona mounted its own legal challenge against Kalshi, and the startup has been hit ... Read more â€ș

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28.04.2026 10:31
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