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Kevin McLaughlin @ The Information · 10/15/2025 17:22 EDT

Salesforce CEO Shifts AI Strategy as OpenAI Threat Looms

At Salesforce’s annual Dreamforce event for customers last year, CEO Marc Benioff told roughly 45,000 attendees that using artificial intelligence to automate everything from customer service to sales functions was an easy and quick process. At this year’s event, now underway in San Francisco, Benioff toned down the rhetoric. He said Tuesday at the event that it “takes time” for companies to make good use of available AI, whose capabilities... Read more

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The Information Partnerships @ The Information · 10/15/2025 17:01 EDT

AI Agenda Live Recap: Why AI Pilots Fail—and How to Find ROI

For every enterprise artificial intelligence success story, there are several cautionary tales—pilots that falter due to poor adoption, privacy headaches or bad-fit use cases. Recent studies point to a majority of AI pilots failing. While some dispute the figure, what’s clear is that many projects never make it past the pilot stage, making experimentation a costly gamble for chief information officers and chief financial officers under pressure to show return... Read more

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The Information Partnerships @ The Information · 10/15/2025 17:00 EDT

The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

Analysts worried about an artificial intelligence bubble often point to the staggering costs of computing power needed to power the latest models. Even the most powerful graphics processing units—like Nvidia’s 300GB Blackwell Ultra—can’t keep up with inference demands for models like Meta Llama, which can process nearly 500GB for every instance of use. While training consumes vast amounts of compute, inference—the work of actually serving users—runs up against memory limitations.... Read more

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Kalley Huang @ The Information · 10/15/2025 15:14 EDT

Meta and Arm Announce New Partnership

Meta Platforms and semiconductor company Arm on Wednesday announced a partnership where Meta will use Arm’s data center platforms to power the ranking and recommendation systems for its social media apps, according to a blog post. The announcement comes after Meta CEO Mark Zuckerberg last month ... Read more

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Miles Kruppa @ The Information · 10/15/2025 13:31 EDT

BlackRock-Led Group Makes $40 Billion Data Center Acquisition

A group of investors including BlackRock and Abu Dhabi’s MGX acquired Aligned Data Centers in a roughly $40 billion deal, the latest big investment in companies building data centers for the tech giants. The acquisition, which is expected to be finalized by the first half of next year, would be ... Read more

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Michael Roddan @ The Information · 10/15/2025 11:22 EDT

Palmer Luckey’s Erebor Bank Conditionally Approved

The U.S government conditionally approved a bank charter application for Erebor Bank, a cryptocurrency-focused bank co-founded earlier this year by Anduril co-founder Palmer Luckey and Palantir co-founder Joe Lonsdale. The Office of the Comptroller of the Currency on Wednesday said it granted ... Read more

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Ann Gehan @ The Information · 10/15/2025 10:57 EDT

Amazon Planning Fresh Layoffs in Consumer Division

Amazon is preparing to lay off as much as 15% of its human resources staffers, Fortune reported, along with cuts to other parts of the e-commerce giant’s consumer division. The report didn’t specify the total number of employees involved in the planned cuts or potential timing. Amazon didn’t ... Read more

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Rocket Drew @ The Information · 10/15/2025 10:00 EDT

Universities Are Part of the Cursor Resistance

I recently reported on the software engineers who have resisted using AI coding tools such as Cursor and Claude Code, even when their managers strongly encourage their use. AI still has technical limitations—and it threatens to make engineering jobs obsolete, they say. But there’s a wrinkle to this story: some engineering students have been slow to embrace these tools because they’ve been told not to use them. Three undergraduate students... Read more

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Valida Pau @ The Information 3 place · 10/15/2025 09:00 EDT

Anthropic Gets Ready to Go Startup Shopping

OpenAI has spent roughly $6.4 billion in stock to buy three startups over the last 16 months, while its smaller rival Anthropic has done barely any deals. But Anthropic, recently valued at $170 billion in a funding round, told investment bankers in recent weeks that it is getting ready to move off the sidelines and do more acquisitions, according to people who have spoken to its executives. It is considering... Read more

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Juro Osawa @ The Information · 10/15/2025 03:11 EDT

European Union Mulls Forced Tech Transfer for Chinese Firms

The European Union is discussing new rules that would force Chinese companies to transfer their technologies to European companies or form joint ventures with European partners when operating in the region, Bloomberg and other news outlets reported. Such rules would apply to Chinese firms in key ... Read more

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Ken Brown @ The Information · 10/14/2025 20:00 EDT

The Other Bubble

If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street, not Silicon Valley. Financial markets are as frothy as they can be, and the appetite for risk appears to be insatiable. That’s why Sam Altman has been able to get otherwise rational companies and investors to fund his audacious growth plans. On Tuesday, we got the latest evidence of a financial bubble... Read more

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Catherine Perloff @ The Information · 10/14/2025 17:43 EDT

Ad agency WPP Commits to Spend $400 million on Google AI

Google and ad agency giant WPP announced a five year extension of a previously announced marketing partnership. Under the renewed deal, WPP will spend $400 million on Google’s technologies. WPP uses Google’s AI particularly in its WPP Open product, an AI platform for marketers. WPP and Google ... Read more

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The Information
Miles Kruppa @ The Information · 10/14/2025 17:11 EDT

Why Nvidia Is Shying Away From the ‘Lead Investor’ Mantle

When somebody writes the biggest check in a round of venture funding, they usually want to shout it from the rooftops. Not so for Nvidia in its latest investment.The chip giant caused a stir last week when it objected to being called the lead investor in a $2 billion round of funding for Reflection, a one-year-old company developing open-source artificial intelligence software.  Read more

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Sri Muppidi @ The Information · 10/14/2025 15:40 EDT

OpenAI Plans to Allow Erotica for Verified Adult ChatGPT Users

OpenAI CEO Sam Altman said Tuesday that the company plans to relax restrictions for adult users of its chatbot. The company will fully roll out “age-gating,” or age verification features, by December, at which point verified adults can interact with more mature content, including erotica, Altman ... Read more

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Kevin McLaughlin @ The Information · 10/14/2025 15:03 EDT

Salesforce Touts Deeper Ties with OpenAI, Anthropic 

Salesforce CEO and co-founder Marc Benioff, speaking at Salesforce’s annual Dreamforce conference, announced expansions of existing partnerships with OpenAI and Anthropic aimed at making it easier for customers to build agents using those startups’ models. In doing so, Benioff made clear that ... Read more

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Michael Roddan @ The Information · 10/14/2025 14:00 EDT

Goldman Sachs Warns Of Job Cuts Amid AI Push

Goldman Sachs reported strong earnings and said it was on track for a record year in its investment banking and markets division. At the same time, it warned employees of potential job cuts amid a push to use artificial intelligence to overhaul the bank’s operations in areas such as lending, ... Read more

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Kevin McLaughlin @ The Information · 10/14/2025 13:39 EDT

Amazon’s Solution to Tough AI Cloud Margins: Non-Nvidia Chips

Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back in the coming days for our coverage of the event and what it means for artificial intelligence in enterprises.Now on to today’s column…Last week, our report on the razor-thin gross profit margins Oracle generates from renting out Nvidia chips to AI developers raised questions about how the rest of the cloud industry is faring.The most profitable cloud... Read more

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Amir Efrati @ The Information 2 place · 10/14/2025 11:52 EDT

Oracle and AMD Strike New AI Chip Pact

Oracle said Tuesday it will be the first cloud provider to offer a large cluster of Advanced Micro Devices’ next-generation artificial intelligence server chips next fall. The deal involves 50,000 of the AMD chips, MI450 graphics processing units, the companies said. It isn’t clear how much data ... Read more

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Stephanie Palazzolo @ The Information 2 place · 10/14/2025 10:00 EDT

The Startup Using AI to Translate Documents Into Data

If you’ve ever uploaded a picture of a receipt to an expense report or read a PDF of a book online, you’ve likely used optical character recognition, a decades-old technique that converts images of typed, handwritten or printed text into text that’s editable on a computer.OCR might not sound like the sexiest market. But it’s interesting enough for Andreessen Horowitz, one of the most prolific backers of young AI startups... Read more

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Ann Gehan @ The Information 3 place · 10/14/2025 09:55 EDT

Walmart Announces It Will Sell Products Through ChatGPT’s Instant Checkout

Walmart said Tuesday that it would soon start selling products through ChatGPT’s Instant Checkout feature, marking the first major retailer to strike an e-commerce partnership with the AI firm. Shoppers will be able to buy most Walmart and Sam’s Club products directly in ChatGPT conversations, ... Read more

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