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The Information
Aaron Holmes @ The Information · 03/18/2026 11:28 EDT

Microsoft Grows Concerned That OpenAI-AWS Product May Violate Azure Contract

OpenAI’s plan to release an AI agent product through Amazon Web Services last month raised concerns among senior Microsoft executives that the product would violate OpenAI’s contract to run models exclusively on Microsoft’s Azure cloud. It’s now publicly intimating that a rift is brewing. “We ... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/18/2026 10:32 EDT

Tencent Confirms WeChat AI Agent Project For “Practical Tasks”

Tencent Holdings President Martin Lau said the company wants to create an AI agent within its popular WeChat messaging app in China that can handle a wide range of practical daily tasks for users, confirming an earlier story by The Information. “Our goal for the future is to create an AI agent ... Read more â€ș

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The Information
Aaron Tilley @ The Information · 03/18/2026 09:00 EDT

Apple Cracks Down on ‘Vibe Coding’ Apps

Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people create games and other applications, from releasing updates to their mobile apps on the App Store unless they make modifications, according to several people with knowledge of the situation. The company confirmed it has told some app developers that the vibe coding capabilities violate longstanding App Store rules that say an app can’t run... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/18/2026 06:25 EDT

Chinese AI Developer Zhipu to Create New Unit for Product Development

Chinese AI model developer Zhipu is planning to bring all of its AI product teams, including those working on various apps as well as hardware like AI glasses, under a new unit in a major reorganization, according to two people with direct knowledge of the matter. The creation of the new unit, ... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/18/2026 06:20 EDT

Beijing Considers Actions Against Meta’s $2 Billion Acquisition of Manus

The Chinese government plans to penalize people linked to Meta Platforms’ $2 billion acquisition of Manus, a Singapore-headquartered AI application startup that was originally founded in China, The New York Times reported. China’s National Development and Reform Commission, a powerful agency ... Read more â€ș

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The Information
Qianer Liu @ The Information · 03/18/2026 00:12 EDT

Nvidia is working on a version of its Groq AI chips that can be sold in China, according to Reuters, citing two people familiar with the matter, as the company works to regain ground in a market where U.S. export controls have restricted its presence. Nvidia expects these new chips to ship in ... Read more â€ș

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The Information
Kevin McLaughlin @ The Information · 03/17/2026 22:42 EDT

Amazon CEO Andy Jassy, in an all-hands meeting with employees, said he believes customer demand for AI could propel Amazon Web Services to a $600 billion annualized sales pace within the next decade, up from around $130 billion in total sales in 2025, Reuters reported. While Jassy ... Read more â€ș

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The Information
Martin Peers @ The Information · 03/17/2026 20:00 EDT

OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of the year?) That refocusing has already begun. A couple of weeks ago, we broke... Read more â€ș

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The Information
Julia Hornstein @ The Information · 03/17/2026 18:45 EDT

The AI Worries Keeping Investors Up at Night

It’s no surprise that if you bring hundreds of venture capitalists and limited partners together in 2026, most will have bought into AI—literally. So it was interesting to hear what investors gathered in Santa Monica, Calif., last week for March Capital’s annual The Montgomery Summit thought were the AI boom’s weak links. Take Matt McIlwain, a managing director at Madrona. On a panel, he said that the Seattle-based venture capital... Read more â€ș

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The Information
Kevin McLaughlin @ The Information · 03/17/2026 17:06 EDT

AI startup You.com, valued at $1.5 billion after a funding round in September, is changing its senior leadership as it focuses on helping businesses adopt AI. Bryan McCann, You.com’s CTO and co-founder, recently left to join Anthropic as a member of technical staff, according to his LinkedIn ... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 03/17/2026 15:53 EDT

Nvidia Restarting Manufacturing for H200 China Sales, CEO Says

Nvidia is in the process of restarting manufacturing for the H200 chips that it plans to sell to Chinese customers, Nvidia CEO Jensen Huang said at a press conference Tuesday. Huang said Nvidia had received purchase orders from customers in China, implying that the Chinese government has given ... Read more â€ș

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The Information
Laura Bratton @ The Information · 03/17/2026 15:50 EDT

Palantir Has What OpenAI and Anthropic Want

Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate white collar tasks and software that helps businesses manage these agents. The two AI developers are even competing to sign up private equity firms to create joint ventures that would sell AI to the PE firms’ portfolio companies, my colleagues scooped last week. But Palantir, a 22-year-old software firm, is arguably in a better position to... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 03/17/2026 15:14 EDT

Nvidia CEO Jensen Huang said his firm has invested billions of dollars lately in upstart cloud providers that buy and rent out Nvidia chips because traditional cloud providers won’t be able to satisfy rising demand from large AI developers. “The reason why we know they’re going to be home runs ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 03/17/2026 11:29 EDT

Microsoft Overhauls AI Leadership, Nadella to Take More Direct Oversight of Copilot

Microsoft is overhauling its executive ranks to give CEO Satya Nadella more direct oversight of engineering teams working on its Copilot chatbots, Nadella said in a memo to staff Tuesday. The reorganization will bring together engineering divisions working on the consumer version of Copilot and ... Read more â€ș

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The Information
Yueqi Yang @ The Information · 03/17/2026 10:42 EDT

Mastercard to Buy Stablecoin Startup BVNK for Up to $1.8 Billion

Mastercard said it agreed to buy BVNK, a stablecoin payment startup, for up to $1.8 billion, including $300 million in contingent payments, in its biggest bet that more companies will use the cryptocurrency to move money globally. With the acquisition, Mastercard is defending against the threat ... Read more â€ș

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The Information
Wayne Ma @ The Information · 03/17/2026 10:00 EDT

Nvidia Needed Groq After All

Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference. The AI craze is palpable here. Humanoid robots offer fist-bumps to conferencegoers, and attendees are buying sweaters with Nvidia CEO Jensen Huang’s face on them. Nebius, a cloud provider that rents out Nvidia graphics processing units, took over a bar and served guests server-themed cocktails, such as a GPU Spritz and Ryes of the Machines.... Read more â€ș

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The Information
Sri Muppidi @ The Information · 03/17/2026 09:00 EDT

OpenAI Clinches AWS Deal in Bid to Win Government Contracts

OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government employees for both classified and unclassified work, according to two people with direct knowledge of the agreement. The contract will allow OpenAI to support the Pentagon through a deal it hastily won late last month after the agency ditched its current AI provider, Anthropic. AWS is already a large cloud provider to... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/17/2026 02:03 EDT

Alibaba Consolidates AI Businesses Under New Division Led by CEO

Alibaba Group has moved all of its major AI businesses under one new division managed directly by the company’s CEO, in a drastic reorganization aimed at facilitating more cooperation among teams that work on AI models, apps and services. The new division, Alibaba Token Hub, comprises Tongyi ... Read more â€ș

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The Information
Amir Efrati @ The Information · 03/17/2026 01:19 EDT

OpenAI’s applications chief Fidji Simo told staff in a meeting last week that the company needed to refocus on business customers and cut down on side quests that were becoming a distraction, according to a person with knowledge of the comments. Simo made the comments as archrival Anthropic has ... Read more â€ș

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The Information
Laura Mandaro @ The Information · 03/16/2026 20:40 EDT

OpenAI’s applications chief Fidji Simo warned the startup’s staff that they shouldn’t be distracted by “side quests” as the company looks to sharpen its focus on its business customers, The Wall Street Journal reported. Fidji, in an employee meeting last week, said CEO Sam Altman and Mark Chen, ... Read more â€ș

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06.05.2026 11:55
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