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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
Hemant Taneja @ The Information · 05/14/2025 14:30 EDT

A Blueprint to Strengthen U.S. Resilience Amid a New World Order

Long before Donald Trump entered the White House for a second time, it was becoming clear we were entering a radically different world. Rising nationalism and increased cross-border friction were replacing the open, interconnected system that reigned supreme for three decades. Even in 2015, prior to President Trump’s first term, President Xi Jinping was laying out a “Made in China” strategy to boost the country’s high-tech manufacturing. By now, most... Read more

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The Information
Martin Peers @ The Information · 05/14/2025 11:05 EDT

Warner Bros. Discovery Renames Streaming Service as HBO Max

Warner Bros. Discovery is renaming its streaming service HBO Max, reversing a decision made two years ago to drop HBO from the name, reflecting its emphasis on quality programming over volume. In a statement, WBD said it was “deprioritizing” genres of programming that didn’t get much engagement ... Read more

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The Information
Juro Osawa @ The Information · 05/14/2025 10:51 EDT

Tencent President: We Have Strong Stockpile of AI Chips

A top executive of Chinese tech giant Tencent Holdings said the company’s existing stockpile of artificial intelligence chips should allow it to continue training a few more generations of AI models, despite tightening U.S. restrictions on the export of Nvidia chips to China “We have a ... Read more

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The Information
Ann Gehan @ The Information · 05/14/2025 10:28 EDT

Perplexity Adds PayPal Checkouts

Perplexity is adding PayPal and Venmo checkout buttons in its subscription AI chatbot, the companies said on Wednesday, adding a new way for Perplexity users to pay for goods and services they find using AI tools. Perplexity has already struck a deal with Shopify to add checkouts in Perplexity’s ... Read more

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The Information
Stephanie Palazzolo @ The Information 2 place · 05/14/2025 10:00 EDT

Anthropic’s Upcoming Models Will Think… And Think Some More

The race to develop reasoning models that “think” harder is at full force. At Anthropic, which arrived later than OpenAI and Google to the reasoning race, two upcoming models are taking the concept of “thinking” to the extreme.Anthropic has new versions of its two largest models—Claude Sonnet and Claude Opus—set to come out in the upcoming weeks, according to two people who have used them. What makes these models different... Read more

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The Information
Anita Ramaswamy @ The Information · 05/14/2025 09:00 EDT

TSMC Is Critical for AI, and Its Shares Are on Sale

Artificial intelligence depends on Nvidia’s computer chips. Nvidia depends on Taiwan Semiconductor Manufacturing Co. to make those chips. Right now, TSMC is in many ways the better way to invest in AI for the long term. TSMC and Nvidia are closely linked in business and in the stock market. Both companies’ stocks have soared on the back of the AI boom and both are down this year, partly as a... Read more

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The Information
Kevin McLaughlin @ The Information · 05/14/2025 00:41 EDT

Arista Acquires a Networking Unit From Broadcom

Arista Networks is in the process of acquiring VeloCloud, a Broadcom business unit that sells networking software and hardware to customers such as telecommunications service providers, according to a person with direct knowledge of the deal. The acquisition price couldn’t be learned but it is ... Read more

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The Information
Sylvia Varnham O'Regan @ The Information · 05/13/2025 23:05 EDT

TikTok Looks to Allow Photos in DMs, Despite Concerns Over Sextortion

TikTok has been working on a new feature that will allow U.S. users aged 16 and over to share photos through direct messages inside the app, The Information reported. Under TikTok’s current policy, users can share TikTok videos as well as send and receive text messages with friends over direct ... Read more

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The Information
Laura Mandaro @ The Information · 05/13/2025 21:31 EDT

General Atlantic Cash Distributions Fall to Five-Year Low

General Atlantic, a New York investment firm that backs mid-stage startups such as artificial intelligence startup Runway, last year distributed $3.9 billion to its limited partners, the lowest amount in five years, and 40% of its target, The Information reported Tuesday. The disclosure ... Read more

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The Information
Alex Perry @ The Information · 05/13/2025 20:42 EDT

Zoox Working on ‘Concierge’ Robotaxi App

Zoox, the Amazon-backed robotaxi company, has been offering free robotaxi rides in Las Vegas to some users over an app that staff refer to as Concierge. The app is not available to the public, but can be used by friends and family of employees or other invited members on fixed routes, according ... Read more

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The Information
Yueqi Yang @ The Information · 05/13/2025 20:30 EDT

Crypto Gets Its Trump Bounce

After a rocky few months for bitcoin investors following Donald Trump’s inauguration, crypto insiders are on a high once again. Consider the case of David Bailey, the Bitcoin Magazine CEO who advised Donald Trump on crypto policy and helped fundraise for his 2024 campaign. Yesterday, Bailey announced that he has raised $710 million to launch Nakamoto, a publicly traded bitcoin investment firm similar to Michael Saylor’s Strategy, formerly known as... Read more

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The Information
Sylvia Varnham O'Regan @ The Information · 05/13/2025 19:23 EDT

TikTok Working on Photo Messaging Feature Despite Employee Concerns Over Sextortion

TikTok has been working on a new feature that will allow users in the U.S. to share photos over direct messages inside the app, according to three people with knowledge of the situation. The move could be a way to encourage more people to use direct messaging on TikTok, a feature that hasn’t taken off as it has on Instagram and Snapchat. But the plans have sparked debate inside TikTok.... Read more

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The Information
Cory Weinberg @ The Information · 05/13/2025 18:56 EDT

General Atlantic’s IPO Drought Puts Pressure on Fundraising Drive

Some of the tech leaders traveling to the Middle East this week might be able to get travel tips on the region from investors at General Atlantic. The New York–based growth equity investor opened offices in Riyadh and Abu Dhabi last year to make more investments in local startups after getting cash from the region’s vast oil coffers.A recent investor update I obtained from General Atlantic, which manages more than... Read more

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The Information
Rocket Drew @ The Information · 05/13/2025 18:38 EDT

SoftBank Notches First Profitable Year Since 2020

SoftBank said it earned 517 billion yen ($71.8 billion) before taxes in the quarter ending March 31, up from only $32 billion during the same period last year. For the fiscal year, the Japanese telecom conglomerate run by Masayoshi Son earned $1.2 billion, its first profit in four years. The ... Read more

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The Information
Cory Weinberg @ The Information · 05/13/2025 18:19 EDT

Chime Shows Faster Revenue Growth in IPO Filing

Banking app Chime accelerated revenue growth in the first quarter, it revealed in a securities filing Tuesday, a positive sign for its long-awaited initial public offering as the stock market rebounds. The company grew revenue, which it largely makes from interchange fees on Chime-branded ... Read more

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The Information
Kaya Yurieff @ The Information · 05/13/2025 17:02 EDT

A big theme I’ve been tracking this year is the growing convergence between Hollywood and the creator economy. In the latest example of that trend, Skybound Entertainment, the Los Angeles studio behind franchises including “The Walking Dead” and comic book and TV series “Invincible,” has acquired Nine Four Entertainment. The talent management firm represents creators such as Jack Douglass, a YouTuber better known as Jacksfilms who has nearly 5 million... Read more

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The Information
Anissa Gardizy @ The Information · 05/13/2025 14:58 EDT

OpenAI to Announce Stargate Data Center in UAE

OpenAI is preparing to announce a new data center in the United Arab Emirates as part of its Stargate data center effort with SoftBank, according to a person with direct knowledge of the talks. The move is part of a broader push by OpenAI to grow its business in non-U.S. markets, while countries ... Read more

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The Information
Sahil Patel @ The Information · 05/13/2025 14:30 EDT

YouTube to Stream NFL Game in Brazil for Free

YouTube has won the rights to live stream an NFL game from Brazil on September 5. This will be the first time that an NFL game will be exclusively streamed live and for free in its entirety on YouTube, the NFL said in announcing the deal on Tuesday. It will also be available globally on YouTube ... Read more

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The Information
Evan Robinson-Johnson @ The Information · 05/13/2025 13:43 EDT

Federal Regulators Expand Tesla Probe to Robotaxis

Federal safety regulators investigating Tesla’s full self-driving feature expanded their probe last week to include the planned June launch of a robotaxi service in Austin, Texas. Regulators want to know how Tesla keeps its cars safe on public roads, especially when weather conditions make it ... Read more

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The Information
The Information Staff @ The Information · 05/13/2025 13:30 EDT

Free Agents: Amazon, OpenAI, Google Execs Poised for Their Next Role

The nation’s biggest tech companies have reshuffled the ranks of their senior leaders in the last year. That means executives with decades of experience in enterprise software, digital ad sales and product development are newly or soon to be available for their next job. Below we have details on six leaders. They include Amazon Web Services’ former CEO, Adam Selipsky, as well as OpenAI’s former chief research officer, Bob McGrew,... Read more

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