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The Information
The Information Staff @ The Information · 09/24/2025 12:46 EDT

Who Will Build the First True AI Device?

The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of smart glasses with a built-in AI assistant is the latest example of tech giants and ambitious startups trying to transform AI into the next personal device after the smartphone. We asked Deep Research to create a comprehensive report on the topic. Read more â€ș

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The Information
Aaron Holmes @ The Information · 09/24/2025 12:15 EDT

Why It Pays to Hack OpenAI and Anthropic Models

When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov, where robots gain sentience and trick humans into relinquishing control of society. Today he spends his time prodding artificial intelligence to do just that. Lahav is CEO of Irregular, a two-year-old startup that specializes in testing AI models’ capacity for malice. OpenAI, Anthropic, and Google DeepMind have hired Irregular, which was previously named... Read more â€ș

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The Information
Rocket Drew @ The Information · 09/24/2025 10:00 EDT

Inside Scale AI’s New Robot Labs

After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its co-founder Alexandr Wang and other key employees, Scale’s future looked uncertain. Even more so after the nine-year old startup laid off 200 employees and customer OpenAI wound down its work with the company.Now, we’re getting a sense of how Scale’s business could evolve in the coming years. It’s continuing to develop AI applications and... Read more â€ș

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The Information
Miles Kruppa @ The Information · 09/24/2025 09:00 EDT

Exclusive: DataBank Gets Moody’s Rating in $1.1 Billion Data Center Deal

DataBank, a data center developer backed by DigitalBridge and Australia’s superannuation fund, raised $1.1 billion in the first data center asset-backed securities offering to be given a credit rating by Moody’s. The financing is more evidence that major credit rating agencies are getting ... Read more â€ș

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The Information
Erin Woo @ The Information 2 place · 09/24/2025 09:00 EDT

Cloudflare Sets Up a Fight Over Google’s AI Overviews Access

Cloudflare, which says it powers 20% of the world’s internet traffic, on Wednesday announced a new feature that it said will enable website owners to block Google’s AI Overviews search product without having to opt out of being included in Google search. The feature, if effective, could ... Read more â€ș

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The Information
Juro Osawa @ The Information · 09/24/2025 09:00 EDT

U.S. Loses Appeal for Chinese AI Researchers

The U.S. artificial intelligence sector is so crowded with Chinese researchers that some joke the global AI race is between two groups of Chinese—those in the U.S. and those in China. That joke may soon feel a bit stale. A growing number of Chinese AI researchers and doctorate students in the U.S. are seriously considering moving back to China, concerned about discrimination and the immigration restrictions Donald Trump’s administration is... Read more â€ș

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The Information
Amir Efrati @ The Information · 09/24/2025 02:13 EDT

Nvidia In Talks to Lease Chips to OpenAI as Startup’s Server Spending Plan Rises to $1 Trillion

Nvidia and OpenAI are in discussions to structure their massive artificial intelligence data center partnership around an unconventional business model: OpenAI would lease Nvidia’s AI chips rather than purchasing them outright, The Information reported. The potential arrangement is an ... Read more â€ș

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The Information
Martin Peers @ The Information · 09/23/2025 20:00 EDT

Can We Afford AI?

Hey, ChatGPT, can you explain this artificial intelligence disconnect? In a blog post today, OpenAI CEO Sam Altman said, “Growth in the use of AI services has been astonishing.” Meanwhile, countless news reports cite businesses who say they’ve yet to see enough benefit in AI to pay for it. We reported last week, for instance, that Microsoft was having a hard time persuading its customers that AI features in Office... Read more â€ș

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The Information
Yueqi Yang @ The Information · 09/23/2025 18:19 EDT

Tether in Early Talks to Raise Up to $20 Billion

Tether, the world’s largest stablecoin issuer, is in early talks with investors to raise between $15 billion and $20 billion in exchange for about 3% stake, Bloomberg reported, citing two people familiar with the matter. Tether’s U.S. CEO, Bo Hines, former White House crypto adviser, told ... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 09/23/2025 17:31 EDT

In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing

OpenAI and Nvidia are discussing an unusual way to structure their new artificial intelligence data center partnership, under which OpenAI would lease Nvidia’s AI chips rather than buying them, according to two people who spoke to executives at the companies about it. The discussion shows how Nvidia is considering new business models to sell its products to customers that are less proven and would struggle to buy the chips on... Read more â€ș

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The Information
Aaron Holmes @ The Information · 09/23/2025 17:21 EDT

Microsoft in Talks to Pay Publishers for Content Used by AI Chatbots

Microsoft is preparing to launch a new marketplace that would let makers of AI products pay U.S. publishers for content that the AI products surface, Axios reported on Tuesday. The company is preparing to launch a pilot program that will pay certain publishers for content that’s used by ... Read more â€ș

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The Information
Natasha Mascarenhas @ The Information · 09/23/2025 15:37 EDT

$100,000 H-1B Fee’s Inflationary Effect on Startups

The Trump administration’s announcement that it would start charging $100,000 for foreign workers applying for new H-1B visas sent a shock wave through the ranks of startups and their investors over the weekend. Y Combinator CEO Garry Tan and Menlo Ventures’ Deedy Das have warned the fees will give large tech companies an even bigger advantage over young ones. Several founders and investors say they’ll shift their hiring plans to... Read more â€ș

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The Information
Michael Roddan @ The Information · 09/23/2025 15:08 EDT

Stripe to Buy Back Shares at $107 Billion Valuation

Stripe is in talks to buy back shares from investors at a price that values the payments company at $106.7 billion, Axios reported. The company recently valued itself at that level, in what’s known as a 409A valuation, according to a person with direct knowledge of the matter. The price eclipses ... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 09/23/2025 13:52 EDT

OpenAI and Oracle to Announce Data Center Expansion in Texas

OpenAI CEO Sam Altman and Oracle’s new co-CEO Clay Magouryk on Tuesday are expected to announce an expansion of their data center in Abilene, Texas, according to someone familiar with the plans. Oracle Cloud is operating data centers in the area, and the ChatGPT maker is expected to spend ... Read more â€ș

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The Information
Erin Woo @ The Information · 09/23/2025 13:40 EDT

YouTube to Reallow Accounts Banned Over Covid-19, Election Integrity Violations

YouTube said on Tuesday that it would allow accounts banned for violating its policies on Covid-19 and election integrity to rejoin the platform, following pressure from Republican legislators led by Rep. Jim Jordan. In a letter to Jordan, a lawyer representing YouTube’s parent company Alphabet ... Read more â€ș

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The Information
Amir Efrati @ The Information · 09/23/2025 13:30 EDT

Every Enterprise Software Firm is Selling the Same AI Products

Workday has spent most of its 20-year existence selling applications that businesses use to manage their employees and financial operations. Now, the company is joining the growing list of software incumbents that are competing head-on in ways they didn’t use to, by selling the same artificial intelligence-powered applications.Last week, Workday announced a $1.1 billion acquisition of an artificial intelligence startup that competes with companies like Glean and Atlassian in software... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 09/23/2025 11:04 EDT

Altman Says Data Center Project Will Produce ‘Gigawatt of New AI Infrastructure Every Week’

OpenAI CEO Sam Altman said in a blog post on Tuesday that the company aims to create a “factory that can produce a gigawatt of new AI infrastructure every week.” The comments come a day after OpenAI announced a partnership with Nvidia, under which the chip designer plans to invest up to $100 ... Read more â€ș

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The Information
Anissa Gardizy @ The Information 3 place · 09/23/2025 10:00 EDT

Nvidia and OpenAI’s Fates Get Even More Intertwined

Larry Ellison might have thought his firm’s 4.5 gigawatt cloud deal with OpenAI was unmatched.That is, until he woke up on Monday morning to see OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang announcing something much bigger: data center plans that are more than double the size of Oracle’s. The numbers are quite staggering. If OpenAI and Nvidia follow through on the deal—which, to be clear, is currently only... Read more â€ș

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The Information
Miles Kruppa @ The Information · 09/23/2025 09:00 EDT

AI Data Center Lenders to Watch

The astounding financial demands of artificial intelligence have forced the tech industry to embrace a new source of funding: lenders that can quickly write multi-billion dollar checks. These banks and investors range from giants like JPMorgan Chase and Blackstone to lesser known lenders such as Sumitomo Mitsui Banking Corp. and Macquarie. They are tapping a wider range of funding sources to gather vast amounts of cash and getting creative with... Read more â€ș

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The Information
Steve LeVine @ The Information · 09/23/2025 06:00 EDT

Volvo’s Top U.S. Exec Says Carmaker Will Proceed With New EVs

A wave of automakers has cancelled plans to produce electric vehicles in the U.S., responding to slow sales of the cars. But Volvo Cars, an automaker owned by China’s Geely Group, is boosting its EV manufacturing plans at its South Carolina plant, a move that could be a model for other Chinese automakers amid a potential thaw in U.S.-China relations. Next year, Volvo will begin producing its midsize plug-in XC60... Read more â€ș

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