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The Information
Juro Osawa @ The Information · 01/12/2026 23:19 EDT

House Passes Bill to Limit China’s Remote Access to U.S. Chips

The House of Representatives on Monday passed a bipartisan bill that expands U.S. export controls to restrict Chinese companies’ ability to remotely access advanced American AI chips at data centers outside China. The bill, the Remote Access Security Act, is the latest step in Washington’s ... Read more ›

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The Information
Anissa Gardizy @ The Information · 01/12/2026 21:12 EDT

Trump Signals White House Working With Microsoft, Others on Electricity Costs

President Donald Trump said in a Truth Social post that his administration is working with technology companies, including Microsoft, to prevent data centers from driving up household electricity bills. Trump blamed rising utility costs on former President Joe Biden and said Americans should not ... Read more ›

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The Information
Sri Muppidi @ The Information · 01/12/2026 21:11 EDT

Anthropic’s Amodei: AI Could Make CRISPR-Level Advances

Anthropic CEO Dario Amodei on Monday laid out the startup’s vision for how AI could solve problems in healthcare and the life sciences, from speeding up drug approvals by streamlining clinical trial paperwork to treating or even eradicating tropical diseases. AI could play a “central role in ... Read more ›

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The Information
Martin Peers @ The Information · 01/12/2026 20:00 EDT

Why Google Should Take Note of Meta’s Savvy Hire

Google might be running away with the AI market right now—as demonstrated by today’s Apple deal—but Meta Platforms can’t be counted out. Meta’s hiring today of former Trump administration official and longtime Goldman Sachs partner Dina Powell McCormick as president and vice chair was a savvy move by Meta CEO Mark Zuckerberg. It strengthens the company’s political and financial world connections, which are vital for AI development. When was the... Read more ›

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The Information
Laura Mandaro @ The Information · 01/12/2026 19:07 EDT

OpenAI to Buy Healthcare App Torch in $100 Million Deal

OpenAI has agreed to buy Torch, a one-year-old AI healthcare app, for about $100 million in equity, The Information reported Monday. Torch enables customers to view and analyze their health data from health systems such as Kaiser Permanente, medical scanning firms like Prenuvo, and apps ... Read more ›

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The Information
Anissa Gardizy @ The Information · 01/12/2026 18:35 EDT

CoreWeave Hits First Data Center Milestone in Texas, Internal Message Shows

CoreWeave hit its first chip delivery milestone at a data center in Denton, Texas, that it’s building for OpenAI, according to an internal Slack message from executives. Late last year, it warned investors that its fourth quarter revenue would take a hit because of delays with one of its data ... Read more ›

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The Information
Yueqi Yang @ The Information · 01/12/2026 17:20 EDT

Crypto Custodian BitGo Eyes Up to $1.96 Billion Valuation in IPO

BitGo, a crypto custody firm, said Monday it’s launching its initial public offering, seeking to raise as much as $201 million at a valuation of up to $1.96 billion. The company began pitching the shares to investors today, meaning they will likely start trading within the next two weeks. BitGo ... Read more ›

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The Information
Martin Peers @ The Information · 01/12/2026 16:27 EDT

Meta Platforms plans to cut about 10% of its Reality Labs employees, the New York Times reported, with the cuts coming as soon as Tuesday. The report follows a Business Insider report late last week that said Reality Labs chief Andrew Bosworth had called an all-hands meeting for Tuesday, and ... Read more ›

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The Information
Laura Mandaro @ The Information · 01/12/2026 15:39 EDT

OpenAI Agrees to Buy AI Healthcare App For About $100 Million

OpenAI has agreed to buy Torch, a one-year-old AI healthcare app, for about $100 million in equity, according to a person with direct knowledge of the acquisition. Torch enables customers to view and analyze their health data from health systems such as Kaiser Permanente, medical scanning firms like Prenuvo, and apps that track physical activities such as Apple Health. The deal value includes $60 million now and the rest in... Read more ›

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The Information
Martin Peers @ The Information · 01/12/2026 15:29 EDT

Paramount Plans Proxy Battle for WBD Board Seats

The Ellison family’s Paramount Skydance plans to run a proxy battle to win seats on Warner Bros. Discovery’s board at this spring’s annual meeting, Paramount said on Monday, outlining its next steps in its fight to win the bidding war for WBD. Paramount said it also sued WBD in Delaware Chancery ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 01/12/2026 15:17 EDT

Anthropic Announces Virtual Coworker Tool

Anthropic on Monday announced Cowork, a version of its popular Claude Code coding agent designed to handle non-coding tasks on a user’s device. The tool will initially be available for Claude Max subscribers, who pay $100 or $200 per month for the premium tier depending on usage. Through Cowork, ... Read more ›

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The Information
Aaron Tilley @ The Information · 01/12/2026 14:02 EDT

Apple Partners with Google for Upcoming Siri Overhaul

Apple has struck a multi-year partnership with Alphabet-owned Google to help the iPhone maker get its artificial intelligence products back on track. Google’s Gemini will power the company’s Apple Intelligence features, including the delayed overhaul of Apple’s lagging Siri voice assistant. “ ... Read more ›

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The Information
Nick Wingfield @ The Information · 01/12/2026 13:49 EDT

Meta Forms New Initiative to Plan for Compute Needs

Meta Platforms CEO Mark Zuckerberg said the company has created a new “top-level” effort called Meta Compute to oversee the construction and long term planning for the company’s data center needs. In a post on his Facebook account, Zuckerberg said Meta Compute will be co-led by Santosh ... Read more ›

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The Information
Anissa Gardizy @ The Information · 01/12/2026 11:25 EDT

Why There’s Another Wave of Neoclouds; AI Data Center Cooling Heats Up

There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers  to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks, pitching themselves as better places to run AI than the major cloud providers. Read more ›

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The Information
Amir Efrati @ The Information · 01/12/2026 10:00 EDT

Is Claude Code the Revolution?

Before we get to today’s column, we wanted to point you to Kevin’s Saturday scoop about a longtime Google DeepMind director raising capital for a visual reasoning AI startup and our Friday scoop about DeepSeek’s upcoming V4 model, which insiders say is great at coding. Major U.S.-based AI developers are waiting with bated breath to see whether the model from this Chinese high-flyer (pun intended) is as good as advertised.... Read more ›

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The Information
Martin Peers @ The Information · 01/12/2026 09:23 EDT

Meta Appoints Dina Powell McCormick as President and Vice Chair

Meta Platforms appointed former Goldman Sachs banker and White House official Dina Powell McCormick as president and vice chairman, bringing in an executive with long experience in both government and global finance to help the social media company as it spends heavily on AI development. In a ... Read more ›

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The Information
Cory Weinberg @ The Information · 01/12/2026 09:00 EDT

Dashcam Maker Motive Touts AI but Relies on Humans

Last summer, a manager at startup Motive Technologies sent an urgent Slack message to 400 employees based in Pakistan. “WE HAVE A PROBLEM,” it said in all caps. Motive sells AI-powered dashcams that allow trucking companies to monitor drivers and send alerts about crashes and other safety issues. In August, the dashcams recorded a string of collisions, but customers never received the alerts. Read more ›

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The Information
Martin Peers @ The Information · 01/11/2026 18:00 EDT

Google Matches OpenAI on Shopping

Sam Altman, look behind you. Sundar Pichai is catching up. Google on Sunday announced it was adding the ability to buy stuff within its Gemini AI chatbot, using Google Pay to complete the transaction, essentially matching OpenAI’s Instant Checkout feature. This is a big deal, according to my colleague Ann Gehan, who was at the NRF retail conference in New York where Pichai spoke on Sunday. Ann tells me Google... Read more ›

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The Information
Martin Peers @ The Information · 01/11/2026 17:39 EDT

Anthropic Follows OpenAI Into Healthcare

Anthropic isn’t leaving the health care sector to OpenAI. The AI startup behind the Claude AI models has scheduled a briefing on Monday to “bring together Anthropic leadership and customers to discuss the future of AI in healthcare and life sciences,” its web site said on Sunday. Anthropic ... Read more ›

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The Information
Ann Gehan @ The Information · 01/11/2026 11:59 EDT

Google Unveils AI Shopping Tools for Gemini

Google is adding the ability for users to shop directly within its Gemini chatbot and AI Mode search tool, the company said Sunday, making it the latest firm to add AI-powered commerce features. Shoppers will be able to make purchases on Gemini using Google Pay, as well as link loyalty accounts ... Read more ›

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