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The Information
Stephanie Palazzolo @ The Information · 03/04/2026 00:15 EDT

OpenAI Developing Internal Alternative to Microsoft’s GitHub

OpenAI is developing an internal alternative to GitHub, Microsoft’s popular code repository that allows software engineers to store, share and collaborate on computer code, The Information reported on Tuesday. The move comes after OpenAI engineers experienced an increasing number of GitHub ... Read more

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The Information
Sri Muppidi @ The Information · 03/03/2026 22:08 EDT

Anthropic CEO Dario Amodei on Tuesday touted the company’s ability to fend off its competitors from recruiting its staff and stressed the company’s interest in expanding areas like healthcare through partnerships. Amodei told attendees at an investment conference put on by Morgan Stanley in San ... Read more

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

Let’s take a moment to reflect on the benefits of share buybacks. That might sound like a wonky concept, but it’s important. Buybacks shrink the number of shares outstanding, raising the value of the stock that remains. Lately, as AI worries have battered tech stocks, several companies have unveiled expanded buybacks. The latest example is Pinterest, which revealed Tuesday that longtime shareholder Elliott Management had agreed to invest an additional... Read more

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The Information
Erin Woo @ The Information · 03/03/2026 20:00 EDT

OpenAI is considering an agreement to deploy its AI on all North Atlantic Treaty Organization classified networks, an OpenAI spokesperson confirmed, days after OpenAI announced it would start supplying the Defense Department with AI on its classified networks. CEO Sam Altman made the comment ... Read more

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The Information
Katie Roof @ The Information · 03/03/2026 19:34 EDT

A venture firm just said the quiet part out loud: Things aren’t as copacetic in startup land as those sky-high AI valuations would suggest. Lux Capital on Tuesday published a letter it had sent to founders it has funded, urging them to prepare for a slew of business risks. The venture capital firm, which has backed Anduril and Ramp, noted that “signals suggest something is off,” observing that 10-year bond... Read more

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The Information
Stephanie Palazzolo @ The Information · 03/03/2026 17:41 EDT

OpenAI is developing an alternative to GitHub, Microsoft’s popular code repository that lets software engineers store, share and collaborate on computer code, according to a person with knowledge of the project. The decision to embark on the new product came after OpenAI engineers, like other GitHub customers, experienced an increase in outages that took GitHub offline in recent months. Those outages prevented engineers from making changes or collaborating on code... Read more

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The Information
Aaron Holmes @ The Information · 03/03/2026 15:32 EDT

Anthropic-Palantir Partnership at Risk After Pentagon Ruling

For over a year, Anthropic has served the U.S. government through Palantir Technologies, an enterprise software firm known for working with the Pentagon and other federal agencies. Palantir’s customers have used Anthropic models to help them identify patterns across large volumes of classified data so they can make decisions. But the Defense Department’s decision on Friday to restrict military contractors from using Anthropic’s technology could force Palantir to sever its... Read more

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The Information
Jyoti Mann @ The Information · 03/03/2026 15:23 EDT

Meta Platforms is forming new AI engineering teams within Reality Labs, the division responsible for its hardware, The Wall Street Journal reported. The new organization aims to strengthen Meta’s AI initiatives and will consist of teams of up to 50 employees, each reporting to a single manager, ... Read more

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The Information
Aaron Holmes @ The Information · 03/03/2026 15:10 EDT

OpenAI and Amazon last week said they were developing a new cloud service for a new generation of AI agents, but their description of the service generated confusion among AI buyers. Let’s clear it up.The new AI cloud service aims to help Amazon Web Services customers develop custom AI agents— powered by OpenAI technology—to automate business tasks. AWS would sell other OpenAI software to manage such agents.  Read more

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The Information
Aaron Tilley @ The Information · 03/03/2026 14:48 EDT

Apple announced a new MacBook Pro powered by the M5 Pro and M5 Max chipsets. The company said that the new chips inside the computers will run artificial intelligence models four times faster than the previous generation of chips. Apple also announced on Tuesday a new MacBook Air with the M5 ... Read more

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

The OpenAI and Anthropic Execs at the Center of the Pentagon Action

OpenAI was on the backfoot on Monday. Current and former OpenAI employees took to social media to share concerns about their employer signing an agreement with the Pentagon that seemed to accept at least some terms Anthropic had rejected. A surge in people uninstalling the ChatGPT app from their phones over the weekend, according to TechCrunch, suggested consumers were also responding. The ChatGPT creator responded quickly. On Monday night, OpenAI... Read more

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The Information
Ann Gehan @ The Information · 03/03/2026 09:57 EDT

Elliott Invests $1 Billion in Pinterest To Help Fund Share Buybacks

Pinterest said Tuesday that investment firm Elliott Management would invest $1 billion in the online scrapbooking app to help fund its efforts to buy back shares. The investment is part of a new $3.5 billion share repurchase program that the company also announced Tuesday. In addition to the $1 ... Read more

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The Information
Catherine Perloff @ The Information · 03/03/2026 09:00 EDT

Amazon Explores Helping Other Apps Sell Chatbot Ads

Amazon is exploring offering technology to help other apps and sites sell ads in AI chatbots, according to two people who have talked to the company about its plans. Such an offering could potentially buttress its $68.6 billion ads business as people increasingly use AI chats to search for information. In recent months, Amazon Publisher Services, a part of Amazon’s ad business that helps websites run ad auctions, has had... Read more

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

U.S. Mulls Per-Customer Cap on Nvidia Chip Sale to China

The U.S. government is considering capping Nvidia’s sale of H200 chips to China at 75,000 units per customer, a move that would sharply curtail how much AI computing power China’s biggest tech firms can acquire, Bloomberg reported, citing people familiar with the matter. Alibaba Group and ... Read more

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The Information
Erin Woo @ The Information · 03/02/2026 20:45 EDT

OpenAI Updates Pentagon Agreement With Stronger Surveillance Protections

OpenAI said Monday it had amended a recently hashed out agreement with the Pentagon to specify that its models may not be used to conduct domestic surveillance via commercially obtained data. The change followed criticism that OpenAI’s original deal contained that loophole. The new language is “ ... Read more

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The Information
Miles Kruppa @ The Information · 03/02/2026 20:09 EDT

BlackRock, EQT to Buy Energy Provider AES in $33.4 Billion Deal

An investor consortium led by BlackRock and EQT said Monday it has agreed to acquire energy provider AES in a roughly $33.4 billion deal, including the company’s debt, continuing a streak of private equity buyouts of large utility companies. The consortium, which also included the California ... Read more

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The Information
Martin Peers @ The Information · 03/02/2026 20:05 EDT

Could fighting with the Pentagon be the best thing that ever happened to Anthropic? On Friday, Defense Secretary Pete Hegseth’s designation of Anthropic as a “supply chain risk” looked like it could pose an existential threat to the AI firm. Not only could it lose customers, but, depending on how broadly the designation is interpreted, it could force Anthropic’s cloud providers Amazon and Google to cut ties with the firm,... Read more

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The Information
Aaron Tilley @ The Information · 03/02/2026 13:43 EDT

Apple Announces New Budget-Friendly iPhone

Apple is refreshing its low-priced iPhone and iPad models. The company announced the $599 iPhone 17e, which comes equipped with Apple’s A19 processor, its latest chip that was released last year alongside the flagship iPhone 17. To achieve the low price for the phone, Apple skimped on some ... Read more

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The Information
Sri Muppidi @ The Information · 03/02/2026 12:48 EDT

Anthropic’s Claude on Saturday hit the top spot on Apple’s U.S. App Store among downloaded free apps, overtaking OpenAI’s ChatGPT. Anthropic’s jump followed the Trump administration’s decision to ban federal agencies from using its technology after Anthropic said it didn’t agree to have its AI ... Read more

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The Information
Ann Davis Vaughan @ The Information · 03/02/2026 11:00 EDT

The AI boom is catalyzing the build-out of some of the biggest, baddest power lines this country has ever seen. These extra-high-voltage wires can carry up to six times the power of other big lines, and they’re one of the only feasible ways to accommodate multigigawatt data centers on a crowded grid.In the last few months, grid authorities in Texas, the mid-Atlantic and the Midwest have greenlit $75 billion in... Read more

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