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The Information
Qianer Liu @ The Information · 06/01/2026 03:37 EDT

Nvidia Unveils New Chip for PCs

Nvidia unveiled a new chip for personal computers alongside Microsoft on Monday, a major step into the PC chip market long led by Intel, Advanced Micro Devices and Apple. The new chip, called N1X, will power a new line of Windows computers starting this fall, Nvidia CEO Jensen Huang said during ... Read more ›

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The Information
Qianer Liu @ The Information · 06/01/2026 01:50 EDT

Intel to Ship New AI Chip This Year to Challenge Nvidia

Intel plans to ship a new AI chip by the end of this year, betting that a cheaper, simpler processor can give it a new foothold in a market dominated by Nvidia, according to a Financial Times interview with Kevork Kechichian, who leads Intel’s data centre group. The chip, code-named Crescent ... Read more ›

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The Information
Qianer Liu @ The Information · 06/01/2026 01:05 EDT

US Clarifies AI Chip Export Loophole

The U.S. Commerce Department issued guidance on Sunday saying Chinese companies still need licences to buy advanced US AI chips, even when they try to do it through an overseas offshoot. The move shuts a potential workaround that let Chinese firms source powerful US AI chips through their ... Read more ›

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The Information
Qianer Liu @ The Information · 05/31/2026 17:56 EDT

Two months after Microsoft’s conscious uncoupling from OpenAI, Microsoft wants to prove it’s thriving as an AI provider that doesn’t have to rely on the ChatGPT maker’s technology. Microsoft’s annual Build conference for roughly 2,500 app developers, which kicks off Tuesday in San Francisco, will be a “debutante ball” of sorts for its team developing AI models that aim to be an alternative to those from OpenAI and Anthropic. Read more ›

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The Information
Jason Dean @ The Information · 05/31/2026 16:49 EDT

Anthropic reduced the list of secondary markets it says aren’t authorized to buy or sell its shares, scaling back guidance that had prompted confusion. The company revised guidance on its website about unauthorized stock sales to list four explicitly barred platforms, half the number in an ... Read more ›

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The Information
Kevin McLaughlin @ The Information · 05/31/2026 11:00 EDT

Why Forward Deployed Engineers Are the Rage

AI researchers may have the hottest job in tech, but forward-deployed engineers who put the AI to good use are becoming indispensable too. The military-inspired job title, which Palantir began using in the context of business software more than a decade ago, has spread to all corners of the industry. Last week, for instance, Meta formed a new organization involving FDEs that aims to get more advertisers to also use... Read more ›

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The Information
Jason Dean @ The Information 3 place · 05/30/2026 17:13 EDT

Softbank to Invest Up To 75 Billion Euros on AI Data Centers in France

SoftBank Group announced a commitment to develop and operate five gigawatts of AI data center capacity in France, with an investment of up to 75 billion euros, or about $87.5 billion. The commitment is SoftBank’s largest AI infrastructure investment to date in Europe, the company said on ... Read more ›

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The Information
Jason Dean @ The Information 3 place · 05/30/2026 15:52 EDT

SpaceX Is Awarded $4 billion Contract with U.S. Space Force

The U.S. Space Force awarded a $4.16 billion contract to SpaceX as part of a program to deploy space-based sensors to track and target airborne threats. The deal for the Space-Based Airborne Moving Target Indicator program, announced Friday, highlights the increasingly important government ... Read more ›

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The Information
Leo Schwartz @ The Information · 05/30/2026 12:01 EDT

Welcome, Weekenders! In this newsletter:• The Big Read: Can OpenAI’s revenue chief catch Anthropic in enterprise tech?• Plus, Recommendations—our weekly pop culture picks: “Deep Cover: The Family Man,” “1873” and “Legends”On Tuesday, I dropped in at JPMorgan Chase’s glitzy new Midtown headquarters for a confab on national security, a sector that has become an investment pillar for the banking giant. While the event encompassed other areas like energy and supply... Read more ›

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The Information
Sri Muppidi @ The Information · 05/30/2026 09:00 EDT

Before former Slack CEO Denise Dresser joined OpenAI in December as its chief revenue officer, the company’s efforts to sell its products to business customers were sometimes clunky. Earlier in 2025, for example, the company had struck an agreement with Databricks, which would sell OpenAI products alongside the database software provider’s own products. But some potential customers were confused about which salespeople to reach, remembers Andy Kofoid, president of global... Read more ›

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The Information
Jyoti Mann @ The Information · 05/29/2026 19:54 EDT

Meta Platforms plans to start testing an AI pendant in the next year as part of an ambitious roadmap for wearable devices aimed at reversing the huge losses in its hardware division. An internal memo describing the roadmap, reviewed by The Information, also lays out plans to ... Read more ›

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The Information
Jyoti Mann @ The Information · 05/29/2026 19:38 EDT

Meta Platforms plans to start testing an AI pendant in the next year as part of an ambitious roadmap for wearable devices aimed at reversing the huge losses in its hardware division. An internal memo describing the roadmap, reviewed by The Information, also lays out plans to significantly expand its selection of AI glasses and to add a business-focused service called “Wearables for Work.” The memo, from Alex Himel, Meta’s... Read more ›

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The Information
Theo Wayt @ The Information · 05/29/2026 18:31 EDT

By now, you’ve probably seen the unbelievable video of Blue Origin’s New Glenn rocket exploding on its launchpad in Florida on Thursday night. On its face, Blue Origin’s pain would seem to be Elon Musk’s gain, further cementing SpaceX’s already significant lead in the space business just weeks before it goes public. While the explosion is obviously terrible news for Jeff Bezos’ space ambitions, Musk and his SpaceX colleagues have... Read more ›

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The Information
Yueqi Yang @ The Information · 05/29/2026 13:58 EDT

Prediction market Kalshi won approval from U.S. regulators to offer crypto trading through bitcoin perpetuals, a type of highly-leveraged derivatives product, confirming an April report by The Information. Coinbase also won a greenlight from the U.S. Commodity Futures Trading Commission to ... Read more ›

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The Information
Qianer Liu @ The Information · 05/29/2026 09:00 EDT

TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure. The new AI chip is intended to have a structure similar to U.S. chip designer Groq’s language processing units, which are built to run AI models at low cost, according to three people with knowledge of the project. ByteDance, which is one of China’s AI leaders,... Read more ›

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The Information
Nick Wingfield @ The Information · 05/28/2026 22:20 EDT

Jeff Bezos’ space company Blue Origin suffered a serious setback Thursday evening when its New Glenn rocket exploded on a launch pad in Florida during a test. Video clips of the incident show a giant fireball engulfing the rocket and surrounding structures. No one was on board the rocket or ... Read more ›

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The Information
Julia Hornstein @ The Information · 05/28/2026 21:39 EDT

Base Power, a three-year-old home-battery startup, is in talks to raise funds at a $12 billion valuation, according to a person with knowledge of the discussions. Ribbit Capital, which backed Base Power’s last funding round, has been in talks to lead the current round, according to two people with knowledge of the talks. Founded by Venezuelan entrepreneur Micky Malka, Ribbit is a prominent venture firm known for its fintech bets... Read more ›

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The Information
Anita Ramaswamy @ The Information · 05/28/2026 19:59 EDT

Greetings! Anita here. It’s been a relatively slow week for SpaceX news, but that will soon change. Musk’s rocketship company is expected to launch its investor roadshow next week ahead of a mid-June IPO. The milestone will likely usher in a flood of giddy headlines and a lot of debate on Reddit forums and cable TV on whether individual investors should buy in. The answer: It’ll make sense for day... Read more ›

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The Information
Julia Hornstein @ The Information · 05/28/2026 19:47 EDT

Despite fears that advanced tools from Anthropic and OpenAI would soon make legal apps like Harvey and Legora irrelevant, recent revenue milestones at those startups suggest they are doing just fine. But a fresh assault on their business is brewing: Some law firms now want to develop their own AI apps with frontier model companies like Anthropic or OpenAI rather than just purchase apps from smaller legal startups. Kirkland &... Read more ›

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The Information
Kevin McLaughlin @ The Information · 05/28/2026 19:08 EDT

Customer demand for AI is pouring jet fuel on Dell’s server, storage and networking businesses, as its overall revenue grew 88% to $43.8 billion during its April quarter compared to last year, beating its earlier forecast by more than $8 billion. Excluding items, Dell reported earnings per share ... Read more ›

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