The Information

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20.07.2026 − 26.07.2026
The Information
Jemima McEvoy @ The Information 2 place · 07/25/2026 11:01 EDT

Will We Really Want 100 Corgi Cafes?

Welcome, Weekenders! In this newsletter:• Shopping: Introducing the Summer Fun List—gear, gadgets and toys that all come highly recommended• AI: Where is China ahead of America? In cracking down on AI romances • Plus, Recommendations—our weekly pop culture picks: “The Last Twelve Weeks,” “The Nord Stream Conspiracy”and “The Dark Wizard”Just after 3 in the afternoon last Wednesday, I walked into Corgi Cafe, a coffee shop in San Francisco’s Financial District... Read more ›

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The Information
Aaron Holmes @ The Information · 06/02/2026 13:35 EDT

Microsoft on Tuesday unveiled a new desktop PC powered by an Nvidia processor geared towards developers who want to run AI models locally. The new PC, called the Surface RTX Spark Dev Box, is powered by Nvidia’s new Arm-based chips announced earlier this week. Microsoft previously announced a ... Read more ›

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The Information
Aaron Holmes @ The Information · 06/02/2026 13:31 EDT

5 Ways Companies Keep AI Bills in Check

Snowflake CEO Sridhar Ramaswamy on Monday became the latest executive to voice concerns over rising AI costs.“Are we worried about how much we are spending on AI inference across our internal teams? Absolutely,” he told my colleague Laura during Snowflake’s annual conference in San Francisco. (Snowflake is a major customer of Anthropic, OpenAI and other AI model developers.)But Snowflake and other companies are also finding ways to save money. As... Read more ›

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The Information
Leo Schwartz @ The Information · 06/02/2026 13:25 EDT

President Trump Signs Scaled-Back AI Executive Order

President Trump signed a revised version of a long-anticipated executive order on Tuesday that creates cybersecurity guardrails around frontier AI models. The signing, which was done in private, comes less than two weeks after Trump canceled a signing ceremony for a different version of the ... Read more ›

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The Information
Valida Pau @ The Information · 06/02/2026 12:24 EDT

SpaceX is seeking a valuation of $1.75 trillion in its initial public offering next week, including additional shares the underwriting banks could sell if investor demand is strong, according to people familiar with the matter. The latest valuation target solidifies earlier discussions previously reported by The Information, though is short of the up to $2 trillion some previous reports suggested. SpaceX is aiming to raise at least $75 billion in... Read more ›

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The Information
Theo Wayt @ The Information · 06/02/2026 10:16 EDT

SpaceX is negotiating to pay the banks working on its potentially record-breaking initial public offering a smaller than normal slice of the proceeds even by mega-IPO standards, Bloomberg reported on Tuesday. SpaceX is aiming to raise about $75 billion, more than any other IPO in history, The ... Read more ›

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The Information
Rocket Drew @ The Information · 06/02/2026 10:01 EDT

AI coding startup Cognition is revamping its app to help users manage coding agents from many providers, executives told The Information. Cognition is betting that being a neutral platform will strengthen its hand in the increasingly competitive market for AI coding tools.The change, to be announced on Tuesday, involves the Windsurf application it bought last year, which Cognition is transforming into Devin Desktop. While the product’s name is a reference... Read more ›

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The Information
Catherine Perloff @ The Information · 06/02/2026 09:00 EDT

Amazon has been pitching its advertising business as an “everything store” for media—where brands can buy ads that run on everything from Thursday Night Football and streaming site Twitch to media it does not own, like Netflix and Spotify. Despite that united front, behind the scenes the company has been relying on an increasing number of outside firms to help sell ads in parts of its sprawling global media business.... Read more ›

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The Information
Qianer Liu @ The Information · 06/02/2026 07:54 EDT

SK Hynix plans to double its memory chip capacity within five years as AI demand keeps straining global supply, Bloomberg reported. The expansion can ease one of the biggest hardware constraints facing AI data centers. Chairman Chey Tae-won said in Taipei that the memory crunch could persist ... Read more ›

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The Information
Laura Bratton @ The Information · 06/01/2026 20:21 EDT

Salesforce’s stake in frontier AI model provider Anthropic has reached a roughly $5 billion following multiple investments and Anthropic’s latest funding round, according to a person with direct knowledge of the matter. Bloomberg first reported the value of Salesforce’s stake in Anthropic on ... Read more ›

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The Information
Kevin McLaughlin @ The Information · 06/01/2026 20:02 EDT

Salesforce is acquiring Contentful, a provider of content management software for businesses, in the latest sign of its efforts to make its customer data more easily accessible to AI agents. Terms of the deal weren’t disclosed, but Salesforce paid between $1 billion and $1.5 billion for ... Read more ›

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The Information
Martin Peers @ The Information · 06/01/2026 20:01 EDT

How is running an AI firm like running for Congress? In either case, you have to spend half your time raising money! Take Google’s surprising announcement on Monday afternoon that it plans to raise a total of $80 billion in equity “as part of its plan to fund investments” in AI. That’s in addition to the $85 billion it has already borrowed in the past year. Repeatedly raising tens of... Read more ›

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The Information
Erin Woo @ The Information · 06/01/2026 19:03 EDT

Google parent company Alphabet announced plans to sell new stock for the first time since 2005, aiming to raise $80 billion in equity to spend on AI infrastructure and compute. As part of the plans, announced Monday, Berkshire Hathaway has agreed to purchase $10 billion in stock at a discount to ... Read more ›

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The Information
Kevin McLaughlin @ The Information · 06/01/2026 14:44 EDT

Brian Landsman, a 14-year Salesforce executive vice president who leads its global partnerships and app store business, has joined OpenAI as vice president of global partnerships, he announced on LinkedIn. This is an important appointment for OpenAI, which has previously hired Chief ... Read more ›

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The Information
Anissa Gardizy @ The Information · 06/01/2026 12:37 EDT

Morning! Anissa here. OpenAI is open to the idea of publicly sharing software it’s been developing to make its AI run on chips from different providers, a senior executive said, a move that could weaken one of Nvidia’s biggest advantages. The revealing comments came from Sachin Katti, who leads compute and infrastructure at OpenAI, during a discussion with me, Amp founder Anjney Midha and SemiAnalysis data center guru Jeremie Eliahou... Read more ›

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The Information
Leo Schwartz @ The Information · 06/01/2026 12:28 EDT

Florida Attorney General James Uthmeier on Monday sued OpenAI and its chief executive Sam Altman, alleging 10 counts of negligence, liability, and other state law violations related to safety concerns over OpenAI’s consumer-facing tool ChatGPT. With the lawsuit, Florida became the first state to ... Read more ›

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The Information
Sri Muppidi @ The Information · 06/01/2026 12:18 EDT

Anthropic on Monday said it filed a draft S-1 form to the U.S. Securities and Exchange Commission, a key step toward an initial public offering that Anthropic executives have discussed targeting for the fourth quarter. The company’s eventual IPO timing will depend on market conditions and other ... Read more ›

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The Information
Theo Wayt @ The Information · 06/01/2026 11:05 EDT

SpaceX’s compute rental deal with Anthropic will run for a minimum of six months, according to an amended securities filing on Monday, providing an additional level detail that had not been included in the IPO filing the company made public in May. Anthropic’s agreement to pay SpaceX $1.25 ... Read more ›

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The Information
Rocket Drew @ The Information · 06/01/2026 10:00 EDT

AI researchers are starting to make progress on a confounding problem: AI models are getting better at telling when they are in an evaluation.That could become a problem for AI companies that use evaluations to gauge the capabilities and behaviors of their models before releasing them. If models act differently during testing, that could mean they get released with undesirable tendencies. It could also undermine their creators’ ability to show... Read more ›

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The Information
Aaron Holmes @ The Information · 06/01/2026 09:00 EDT

When Palo Alto Networks earlier this year began testing Anthropic’s Claude Mythos to comb through its own source code, it didn’t take long to see the future of cybersecurity. It also didn’t take long to see what that future would cost. The model found more than two dozen critical vulnerabilities in around three weeks, roughly five times what the company would typically find using existing tools, said Sam Rubin, senior... Read more ›

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The Information
Juro Osawa @ The Information · 06/01/2026 04:10 EDT

China’s MiniMax Launches New Model as Open-Source AI Coding Battle Heats Up

Chinese AI developer MiniMax on Monday launched a new large language model called M3, saying the new model’s coding capability approaches that of Anthropic’s Opus 4.7, which was released in April. The new MiniMax model is particularly suitable for coding and complex multi-step tasks for AI ... Read more ›

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27.07.2026 22:11
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