The Information

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02.03.2026 − 08.03.2026
The Information
Yueqi Yang @ The Information 2 place · 03/07/2026 14:42 EDT

Kalshi Sued Over Prediction Market Connected to Iran War

Kalshi was sued by users for failing to pay $54 million to people who bet that Iranian Supreme Leader Ayatollah Ali Khamenei would leave office before March 1, after he was killed during the U.S. and Israeli airstrikes last month. After Khamenei’s death, Kalshi said it couldn’t pay out any ... Read more ›

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The Information
Juro Osawa @ The Information · 01/14/2026 06:38 EDT

China’s Zhipu Launches AI Model Trained Entirely With Huawei Chips

Chinese AI developer Zhipu on Wednesday released a new open-source AI image model trained entirely with chips from Huawei Technologies. The move is the latest example of how China is ramping up its effort to reduce its dependence on American AI chips and become more self-sufficient in critical ... Read more ›

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The Information
Qianer Liu @ The Information · 01/14/2026 03:47 EDT

Beijing Restricts Nvidia’s H200 Purchase, Banning the Chips From Entering China

The Chinese government this week told companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs, The Information reported on Tuesday. The directive comes roughly one month after President Donald ... Read more ›

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The Information
Juro Osawa @ The Information · 01/14/2026 03:42 EDT

Chinese AI Video Generator Kling Hits $240 Million Annual Run Rate

Chinese social media firm Kuaishou Technology said its AI video generator, Kling AI, achieved monthly revenue of $20 million in December, boosting its annualized run rate to $240 million from $100 million in March. Kuaishou’s Hong Kong-listed stock closed up 4.5% on Wednesday following the ... Read more ›

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The Information
Juro Osawa @ The Information · 01/14/2026 03:10 EDT

DeepSeek Proposes Technique to Increase Efficiency in New Paper

In a new research paper published this week, DeepSeek’s founder and researchers proposed a new technique that makes AI models more efficient by allowing them to retrieve simple factual information without relying on a compute-intensive process. The technique, called Engram, enables AI models to ... Read more ›

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The Information
Juro Osawa @ The Information · 01/14/2026 00:54 EDT

U.K. Government Backs Investigation into Elon Musk’s X Over Grok AI Images

The U.K. government said it will back an investigation launched earlier this week by its online safety watchdog into Elon Musk’s X over concerns that the social media site’s Grok AI tool allows nonconsensual sexual imagery. “If X cannot control Grok, we will,” U.K. Prime Minister Keir Starmer ... Read more ›

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The Information
Laura Mandaro @ The Information · 01/14/2026 00:19 EDT

Anthropic Moves Chief Product Officer Krieger to Labs Group

Anthropic said Tuesday it was moving Mike Krieger, the Instagram co-founder who has been its chief product officer for the past two years, to a new Labs group that will focus on experimental products based on its Claude models. Ami Vora, who joined the AI startup in December after holding senior ... Read more ›

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The Information
Martin Peers @ The Information · 01/13/2026 20:00 EDT

Microsoft’s Proactive Data Center Promises

Maybe Brad Smith should run for office. The Microsoft vice chair and president put his name to a lengthy, detailed document released on Tuesday that demonstrates the tech giant is trying to get ahead of growing grass-roots complaints about the impact of data centers on local communities. Among other things, Microsoft promised to pay enough for electricity it uses in its data centers—including the cost of adding new infrastructure—so that... Read more ›

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The Information
Laura Mandaro @ The Information · 01/13/2026 18:10 EDT

The Rise of the Pre-IPO Round

A favorite trade of 2020 and 2021—buying into a startup shortly before the company is expected to go public, often through the sale of notes convertible into equity—is bubbling again as more startups inch toward public listings. These convertible notes can act as a strong signal the company is intent on an IPO, well before it files a prospectus. They can also flag that large institutional investors have faith in... Read more ›

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The Information
Catherine Perloff @ The Information · 01/13/2026 18:03 EDT

Amazon Backs Away From Tariff Concessions to Vendors

Amazon is cutting what it pays suppliers for products affected by President Trump’s tariffs, the Financial Times reported. Amazon last year agreed to pay more to some suppliers to help them deal with the cost of the tariffs and in an effort to keep the cost of goods on the platform low. But ... Read more ›

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The Information
Erin Woo @ The Information · 01/13/2026 17:36 EDT

Penske Media Sues Google, Alleging Illegal Manipulation of Ad Market

Penske Media, the publisher of Rolling Stone and other entertainment brands, sued Google on Tuesday, alleging that Penske and its subsidiary SheMedia have lost money as a result of what a federal judge ruled last year was Google’s illegal monopoly over the market for advertising technology. ... Read more ›

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The Information
Anissa Gardizy @ The Information · 01/13/2026 17:04 EDT

Chipmaker Cerebras in Talks to Raise $1 Billion at a $22 Billion Valuation

AI chip startup Cerebras Systems is in talks to raise about $1 billion, valuing the company at $22 billion before the new investment, as the chipmaker prepares to go public this year, according to people with knowledge of the discussions. That’s a big jump from its last private valuation of $8.1 billion in September 2025, when it raised $1.1 billion from investors such as Fidelity Management and Atreides Management. Read more ›

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The Information
Kevin McLaughlin @ The Information · 01/13/2026 17:01 EDT

Slack Gives Its Digital Assistant an AI Upgrade

Salesforce’s Slack unit has officially launched an overhauled version of Slackbot, a digital assistant that has long handled basic tasks like sending alerts to users, in the latest sign of the software provider’s growing focus on using AI to improve products. The new version of Slackbot lets ... Read more ›

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The Information
Ann Gehan @ The Information · 01/13/2026 16:09 EDT

Google Flips OpenAI’s Shopping Strategy on Its Head

Google’s latest AI pitch to retailers is simple: Google isn’t planning to take a cut of purchases made through its Gemini AI chatbot and search results. Instead, it plans to make money from its AI shopping push by selling a new type of ads to retailers. That approach is opposite that of OpenAI, which announced checkouts inside ChatGPT in September and says it will take a cut of sales but... Read more ›

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The Information
Kevin McLaughlin @ The Information · 01/13/2026 13:47 EDT

Anthropic and OpenAI’s Coding Tools Produce Websites with Security Flaws

Websites created through coding tools from OpenAI, Anthropic, Cursor, Replit and Devin have security flaws, new research shows. These AI-generated websites can be tricked into leaking sensitive data or mistakenly sending money to hackers, AI security startup Tenzai told The Information.“Our initial goal was to compare these different AI coding tools and see which one was best for security,” Tenzai researcher Ori David said. “Our conclusion was that we don’t... Read more ›

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The Information
Qianer Liu @ The Information · 01/13/2026 11:27 EDT

China Restricts Nvidia Chip Purchases to Special Circumstances

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs, according to two people with direct knowledge of the situation. The latest communication signals Beijing is hardening its position against reopening the China market to the U.S. chip giant. Last week, The Information reported that Chinese officials had asked... Read more ›

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The Information
Sylvia Varnham O'Regan @ The Information · 01/13/2026 11:00 EDT

Meta Considers Doubling Ray-Ban Glasses Production

Meta Platforms and EssilorLuxottica have discussed the possibility of doubling production of their AI-powered smart glasses this year, as demand grows and more competitors enter the market. According to Bloomberg, Meta has floated the idea of increasing production capacity to 20 million units, ... Read more ›

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The Information
Aaron Tilley @ The Information · 01/13/2026 10:00 EDT

How Apple is Using Gemini to Give ChatGPT-Like Answers

In another AI win for Google lately, Apple announced on Monday that it will use Google’s Gemini models to power its artificial intelligence features, including an upcoming updated version of its Siri voice assistant.With Gemini powering its answers, Siri will have the ability to answer factual questions, tell stories, provide emotional support or help people accomplish tasks such as booking travel, said a person who has been involved in the... Read more ›

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The Information
Aaron Holmes @ The Information · 01/13/2026 09:26 EDT

Microsoft Pledges to Pay Higher Electricity Rates for Data Centers, Curb Costs for Households

Microsoft president Brad Smith on Tuesday promised that the company will pay more for electricity and will subsidize the expansion of the electrical grid in an attempt to head off higher costs for individual households. The company’s promise follows growing concern about new data centers driving ... Read more ›

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The Information
Miles Kruppa @ The Information · 01/13/2026 09:00 EDT

Google Goes Electric to Get Quick Data Center Approval

One month before Google paid $4.8 billion for Intersect Power, the tech giant had a message for federal energy regulators: They should fast-track approvals for data centers that supply some of their own power. Intersect does just that, producing power for data centers to allow them to operate without relying entirely on the grid. Google’s purchase of Intersect is the first step by a major tech company to acquire a... Read more ›

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The Information
Jing Yang @ The Information · 01/13/2026 05:59 EDT

TSMC to Significantly Expand Chipmaking Investments in the U.S.

The Trump administration is close to reaching a trade deal with Taiwan that involves significantly more investments from the island’s largest company, Taiwan Semiconductor Manufacturing Company, according to The New York Times, citing people familiar with the matter. The potential deal will cut ... Read more ›

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14.03.2026 21:17
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