The Information

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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
Anissa Gardizy @ The Information · 05/06/2025 18:50 EDT

AMD Reports 36% Revenue Growth

Shares in Advanced Micro Devices rose slightly in after-hours trading after the firm reported quarterly revenue at the high end of its earlier guidance for the quarter that ended in March. AMD’s revenue in the quarter was $7.4 billion, up 36% from the same period a year earlier. The company ... Read more

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The Information
Kaya Yurieff @ The Information · 05/06/2025 17:00 EDT

Why a YouTuber-Founded Company Is Selling Its Warehouse Business

Creators eager to expand their online fame into offline fortune have discovered they need to learn the intricacies of logistics overnight. Now one group of YouTubers that built a shipping business is going back to its roots.Selery Fulfillment, a Dallas-based logistics company backed by Mark Cuban, is acquiring the fulfillment operations of Fan of a Fan, which owns three warehouses in Southern California. Terms of the deal, which hasn’t previously... Read more

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The Information
Kevin McLaughlin @ The Information · 05/06/2025 16:22 EDT

ServiceNow, Salesforce Up the Ante in AI Battle

ServiceNow and Salesforce are now officially rivals, and so it follows that they would engage in the well-worn enterprise software tradition of issuing dueling press releases. At its annual customer conference, ServiceNow unveiled AI agents that can manage sales and customer service interactions ... Read more

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The Information
Theo Wayt @ The Information · 05/06/2025 14:57 EDT

Amazon Expands Temu Rival Haul to U.K., Saudi Arabia

Amazon has expanded its ultra-cheap Temu competitor, Amazon Haul, to the United Kingdom and Saudi Arabia, the company said on Tuesday. Amazon first launched Haul in the U.S. in November, part of an effort to respond to the rise of discount online retailers Temu and Shein. In February, The ... Read more

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The Information
Theo Wayt @ The Information · 05/06/2025 14:01 EDT

Amazon, Shopify Lenders Tighten Up as Trade Risks Mount

On Friday, Amazon sent many merchants selling goods on its e-commerce site a memo with pointers on how to navigate trade uncertainty amid steep U.S. tariffs. Suggestions included pivoting to selling in new countries and reshuffling inventory to different warehouses. Amazon also suggested merchants consider taking out loans, giving them funds to “invest in the areas of your business that make sense for you,” wrote Dharmesh Mehta, a senior executive... Read more

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The Information
Alex Perry @ The Information · 05/06/2025 13:43 EDT

Uber and Pony AI to Start Robotaxi Partnership

Uber has partnered with Chinese robotaxi company Pony AI to offer autonomously driven rides on Uber’s ride-hailing app. The two will initially launch in a city in the Middle East and have goals to expand to other countries. In the duo’s initial pilot phase, the robotaxis will have safety drivers ... Read more

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The Information
Jon Victor @ The Information · 05/06/2025 13:23 EDT

Booking Holdings’ CEO Is Hedging His AI Bets

We’ve written a lot about the possibility that consumers could soon use ChatGPT and other artificial intelligence chatbots for tasks like booking travel or ordering food, depriving app developers of ad revenue and eroding their relationship with customers.But Glenn Fogel, CEO of Booking Holdings, which generates more than $20 billion in revenue a year from travel bookings, says he isn’t sold on AI as the future of travel planning even... Read more

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The Information
Catherine Perloff @ The Information · 05/06/2025 12:26 EDT

The Department of Justice Argues for Breakup in Adtech Case

The government wants Google to sell two of its advertising technology businesses as a remedy to a Virginia court’s April ruling that Google operates a monopoly in the buying and selling of advertising on independent websites. In a court filing late Monday night, the Department of Justice argued ... Read more

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The Information
Ann Gehan @ The Information · 05/06/2025 12:25 EDT

Supplement Startup Grüns Confirms Fresh Funding, $500 Million Valuation

Gummy supplement startup Grüns announced a new round of funding valuing the company at $500 million, confirming an earlier report from The Information. The share sale totaled $35 million and includes new investor Headline, a consumer-focused firm that has previously backed Bumble, Gopuff and ... Read more

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The Information
Aaron Holmes @ The Information · 05/06/2025 12:10 EDT

Microsoft Unveils New Surface PCs at Lower Price Point

Microsoft on Tuesday unveiled new PCs from its Surface line that it says can run its AI “Copilot” features without an internet connection. The models are up to 20% cheaper than the last iteration of the AI-specialized Surface devices that Microsoft released last year, in part because they rely ... Read more

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The Information
Theo Wayt @ The Information · 05/06/2025 11:30 EDT

Amazon Adds New Buying Option to iOS Kindle App After Apple Payments Ruling

Amazon has made it easier to purchase books through the Kindle iOS app, after a federal judge ordered Apple last week to let app developers offer ways to buy products outside of the iPhone maker’s app store. Customers that wanted to buy a Kindle book previously had to navigate themselves to the ... Read more

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The Information
Theo Wayt @ The Information · 05/06/2025 10:31 EDT

Marc Lore’s Food Company Wonder Raises $600 Million at $7 Billion Valuation

Food company Wonder has raised $600 million from investors including NEA and Accel, CEO Marc Lore said on Tuesday, bringing its total money raised to more than $2 billion. Wonder plans to use the money to expand its operations beyond the New York metro area, including by opening more of its ... Read more

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The Information
Stephanie Palazzolo @ The Information 3 place · 05/06/2025 10:30 EDT

What OpenAI’s Governance Reversal Means

OpenAI’s decision on Monday to change course on its corporate restructuring looks to be a smart business choice. OpenAI has avoided a possible protracted conflict with Delaware—whose attorney general oversees nonprofits registered in the state, like OpenAI and implied she had something to do with the about-face. And OpenAI contends the changes it is still making—converting the for-profit arm into a public benefit corporation and switching its shareholders’ profit-sharing units... Read more

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The Information
Erin Woo @ The Information 1 place · 05/06/2025 09:00 EDT

Google Likely to Emerge Battered but Intact From Search Case

As the latest phase of the antitrust legal battle that could reshape Google’s business nears a conclusion, the tech giant seems likely to emerge battered but not broken up. Two weeks into a three-week trial meant to decide how Google should be overhauled to curb its search monopoly—which a judge found last August violated antitrust law—the judge, Amit Mehta, has signaled support for forcing Google to share its search data... Read more

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The Information
Martin Peers @ The Information · 05/06/2025 07:00 EDT

DoorDash Finalizes Deliveroo Purchase and Acquires Software Firm

DoorDash finalized a deal to buy British restaurant meal and grocery delivery firm Deliveroo for 2.9 billion pounds, or $3.8 billion at current exchange rates, deepening the delivery firm’s European presence. At the same time, DoorDash announced a $1.2 billion purchase of software firm ... Read more

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The Information
Qianer Liu @ The Information · 05/06/2025 06:08 EDT

U.S. Lawmaker Pushes AI Chip Tracking Bill to Curb Smuggling

A U.S. lawmaker plans to introduce new legislation to track the location of artificial intelligence chips, particularly those from Nvidia, Reuters reported. The initiative aims to address concerns that Nvidia’s chips, essential for developing advanced AI systems, continue to reach China on a ... Read more

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The Information
Alex Perry @ The Information · 05/06/2025 02:53 EDT

Uber and WeRide to Expand Robotaxi Partnership to 15 More Cities

Ride-hailing platform Uber and Chinese robotaxi company WeRide are expanding their partnership to 15 more cities in the next five years, according to Uber. The two companies started a robotaxi service earlier this year in Abu Dhabi and have plans to launch later this year in Dubai. Uber has made ... Read more

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The Information
Martin Peers @ The Information · 05/05/2025 20:00 EDT

Elon Musk might have won the battle over OpenAI’s future, but who’s to say Sam Altman isn’t going to win the war? Today’s announcement by the ChatGPT creator that it was abandoning plans to move its for-profit arm out from under control of the nonprofit—conceding to Musk’s legal efforts to stop the restructuring—could end up cementing Altman’s power at OpenAI. After all, OpenAI will remain a company whose controlling shareholder... Read more

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The Information
The Information Partnerships @ The Information · 05/05/2025 17:12 EDT

Financing the AI Revolution Recap: AI and the IPO Market

After a yearslong slump in the initial public offering market, 2025 was poised to be the year exits made a comeback, with many big companies in tech and artificial intelligence—including Databricks, Chime, StubHub and Klarna—primed to hit the exchange and deliver a long-anticipated return on investment. All of that was before Trump’s on-again, off-again tariff whims ushered in a state of stasis, effectively putting IPOs on pause. At a recent... Read more

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The Information
Jon Victor @ The Information · 05/05/2025 17:06 EDT

Palantir Raises Full-Year Outlook as Revenue Surpasses Guidance

Palantir said Monday that first-quarter revenue rose 39% year over year to $884 million, fueled by strong demand from U.S. businesses and government agencies for its data-analytics software. U.S. commercial revenue grew 71% to $255 million, while U.S. government revenue grew 45% to $373 million. ... Read more

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