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The Information
Anissa Gardizy @ The Information · 03/04/2026 13:58 EDT

Nvidia CEO Says Investing $100 Billion in OpenAI ‘Probably Not in the Cards’

Nvidia CEO Jensen Huang said Wednesday his firm’s plan, announced last September, to invest up to $100 billion into OpenAI is “probably not in the cards” anymore, citing the fact that OpenAI is “going to go public.” Huang was speaking at the Morgan Stanley Technology, Media and Telecom ... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 03/04/2026 13:16 EDT

Google, Microsoft to Pledge Data Centers Won’t Increase Electricity Prices

Major technology companies are expected to join President Trump at the White House Wednesday to vow that their data centers won’t increase electricity prices for Americans, according to a White House official. Google, Microsoft, Meta, Oracle, xAI, OpenAI, and Amazon are expected to attend and ... Read more â€ș

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The Information
Theo Wayt @ The Information · 03/04/2026 12:30 EDT

SpaceX Pitches Starlink to Wary Telecom Firms in Barcelona

SpaceX staffers have been out in force this week at Mobile World Congress in Barcelona to pitch its Starlink satellite internet and cell services to the thousands of telecom executives and regulators assembled here. But in my conversations at an event overshadowed by a new war in the Middle East, many attendees expressed concerns about tying their companies too closely to SpaceX CEO Elon Musk, even though Starlink’s technology impressed... Read more â€ș

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The Information
Aditya Argawal @ The Information · 03/04/2026 12:00 EDT

A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant

Not long ago, I spent a weekend writing code with Claude, Anthropic’s AI assistant. I’ve been programming for more than 20 years. I was one of the first engineers at Facebook, where I built the original search engine. I went on to become chief technology officer of Dropbox, where I scaled the engineering team from 25 people to a thousand. Code has been the foundation of my career, the craft... Read more â€ș

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The Information
Ken Brown @ The Information · 03/04/2026 11:15 EDT

With AI Finance, It’s All in the Timing

This may be the moment of maximum AI uncertainty. That means some things will get clearer in the coming months—not necessarily better, just clearer. There are three specific points of uncertainty right now:AI developers have raised a ton of money recently, led by OpenAI’s $110 billion haul, which we broke news on and explained. Coming soon is the expected SpaceX, xAI and X combined initial public offering. The uncertainty is:... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 03/04/2026 10:00 EDT

OpenAI’s Next AI Model Will Have ‘Extreme’ Reasoning

OpenAI’s next GPT model is coming—and soon, according to a person with knowledge of it.Among the highlights, the new model, GPT-5.4, will have more than double the context window of the current GPT-5.2 model. That means the model can handle queries with many more words or data, up to 1 million tokens compared to 400,000 tokens today, the person with knowledge said. (As a reminder, a token is a word... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/04/2026 09:00 EDT

OpenClaw Rips Through China’s Tech and Startup Landscape

OpenClaw mania has swept across China. Last month, at a five-day online hackathon organized by a Hangzhou-based AI startup, one contestant developed the equivalent of Tinder for AI agents seeking love interests on behalf of their human owners. Another created a recruiting site where job seekers’ AI agents talk to employers’ AI agents. A third created a gamelike app where the users’ AI alter egos travel virtually around the world,... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/04/2026 06:24 EDT

Trump Administration Discusses Tencent’s Stakes in Western Game Companies

The Trump administration is debating whether to allow Chinese tech giant Tencent Holdings to continue owning its stakes in major videogame companies such as Epic Games, Riot Games and Supercell, The Financial Times reported. Top White House officials have discussed whether the Chinese company’s ... Read more â€ș

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The Information
Juro Osawa @ The Information · 03/04/2026 02:51 EDT

A key architect of Alibaba Group’s highly regarded Qwen open-source AI models said Wednesday that he is stepping down from his role, in a seemingly abrupt departure that surprised many in the industry. Junyang Lin, the Qwen team’s tech lead, said in a post on the X social media site: “Me ... Read more â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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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 â€ș

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01.05.2026 04:42
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