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20.04.2026 − 26.04.2026
The Information
Erin Woo @ The Information 2 place · 04/25/2026 11:20 EDT

Benson Boone, Tech’s Go-To Performer

Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to supercharge their cancer battles • Artificial Intelligence: Should AI and Christianity mix? • Tech Culture: Amid AI backlash, billionaires demand new breed of bodyguard—plus, inside the star-studded Breakthrough Prize gala • Plus, Recommendations—our weekly pop culture picks: “Family Lore,” “The Long Run” and “Scream 7”Let’s get straight to one of the biggest happenings at Google... Read more

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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

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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

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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

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The Information
Ann Gehan @ The Information · 03/03/2026 09:57 EDT

Elliott Invests $1 Billion in Pinterest To Help Fund Share Buybacks

Pinterest said Tuesday that investment firm Elliott Management would invest $1 billion in the online scrapbooking app to help fund its efforts to buy back shares. The investment is part of a new $3.5 billion share repurchase program that the company also announced Tuesday. In addition to the $1 ... Read more

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The Information
Catherine Perloff @ The Information · 03/03/2026 09:00 EDT

Amazon Explores Helping Other Apps Sell Chatbot Ads

Amazon is exploring offering technology to help other apps and sites sell ads in AI chatbots, according to two people who have talked to the company about its plans. Such an offering could potentially buttress its $68.6 billion ads business as people increasingly use AI chats to search for information. In recent months, Amazon Publisher Services, a part of Amazon’s ad business that helps websites run ad auctions, has had... Read more

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The Information
Qianer Liu @ The Information · 03/03/2026 00:31 EDT

U.S. Mulls Per-Customer Cap on Nvidia Chip Sale to China

The U.S. government is considering capping Nvidia’s sale of H200 chips to China at 75,000 units per customer, a move that would sharply curtail how much AI computing power China’s biggest tech firms can acquire, Bloomberg reported, citing people familiar with the matter. Alibaba Group and ... Read more

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The Information
Erin Woo @ The Information · 03/02/2026 20:45 EDT

OpenAI Updates Pentagon Agreement With Stronger Surveillance Protections

OpenAI said Monday it had amended a recently hashed out agreement with the Pentagon to specify that its models may not be used to conduct domestic surveillance via commercially obtained data. The change followed criticism that OpenAI’s original deal contained that loophole. The new language is “ ... Read more

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The Information
Miles Kruppa @ The Information · 03/02/2026 20:09 EDT

BlackRock, EQT to Buy Energy Provider AES in $33.4 Billion Deal

An investor consortium led by BlackRock and EQT said Monday it has agreed to acquire energy provider AES in a roughly $33.4 billion deal, including the company’s debt, continuing a streak of private equity buyouts of large utility companies. The consortium, which also included the California ... Read more

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The Information
Martin Peers @ The Information · 03/02/2026 20:05 EDT

Could fighting with the Pentagon be the best thing that ever happened to Anthropic? On Friday, Defense Secretary Pete Hegseth’s designation of Anthropic as a “supply chain risk” looked like it could pose an existential threat to the AI firm. Not only could it lose customers, but, depending on how broadly the designation is interpreted, it could force Anthropic’s cloud providers Amazon and Google to cut ties with the firm,... Read more

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The Information
Aaron Tilley @ The Information · 03/02/2026 13:43 EDT

Apple Announces New Budget-Friendly iPhone

Apple is refreshing its low-priced iPhone and iPad models. The company announced the $599 iPhone 17e, which comes equipped with Apple’s A19 processor, its latest chip that was released last year alongside the flagship iPhone 17. To achieve the low price for the phone, Apple skimped on some ... Read more

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The Information
Sri Muppidi @ The Information · 03/02/2026 12:48 EDT

Anthropic’s Claude on Saturday hit the top spot on Apple’s U.S. App Store among downloaded free apps, overtaking OpenAI’s ChatGPT. Anthropic’s jump followed the Trump administration’s decision to ban federal agencies from using its technology after Anthropic said it didn’t agree to have its AI ... Read more

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The Information
Ann Davis Vaughan @ The Information · 03/02/2026 11:00 EDT

The AI boom is catalyzing the build-out of some of the biggest, baddest power lines this country has ever seen. These extra-high-voltage wires can carry up to six times the power of other big lines, and they’re one of the only feasible ways to accommodate multigigawatt data centers on a crowded grid.In the last few months, grid authorities in Texas, the mid-Atlantic and the Midwest have greenlit $75 billion in... Read more

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The Information
Erin Woo @ The Information · 03/02/2026 10:00 EDT

The Loopholes in OpenAI’s Pentagon Deal

What a weekend! Anthropic is now poised to sue the Pentagon, after being labeled a “supply chain risk,” while OpenAI has its own agreement allowing the agency to use OpenAI’s models in “classified environments.”There are still plenty of unanswered questions, including how big of a business risk being designated a “supply chain risk” poses for Anthropic (for more on that, see here). But what’s now become clear is that OpenAI’s... Read more

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The Information
Juro Osawa @ The Information · 03/02/2026 09:00 EDT

China’s MiniMax More Than Doubles Revenue in 2025

Chinese AI developer MiniMax said Tuesday that its revenue more than doubled to $79 million last year, from about $30 million in 2024, driven by the growth of its Hailuo AI video generation app and other products. In its first earnings announcement since its initial public offering in January, ... Read more

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The Information
Wayne Ma @ The Information · 03/02/2026 09:00 EDT

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it was an admission that the iPhone maker hasn’t been able to compete in AI on its own over the past couple years. But the deal also showed that Apple is again relying on an outside company to help it with another deficiency: in cloud computing. Now there’s a chance Apple could deepen its cloud... Read more

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The Information
Theo Wayt @ The Information · 03/02/2026 08:24 EDT

SpaceX is aiming to launch a new generation of satellites next year that will use the spectrum licenses it’s buying from EchoStar to offer a more powerful version of its direct-to-cell service, company executives said in a conference presentation on Monday. The new satellites, called Starlink ... Read more

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The Information
Laura Mandaro @ The Information · 03/02/2026 01:50 EDT

OpenAI CEO Sam Altman Defends Pentagon Agreement

OpenAI CEO Sam Altman said late Saturday that the company’s recent agreement to supply the Pentagon with AI models would fall within the company’s own “redlines” limiting how it’s used in military situations, but he argued that it was appropriate the government—not the company—would have the ... Read more

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The Information
Wayne Ma @ The Information · 03/02/2026 00:49 EDT

Nvidia to Announce New Chip With Groq’s Technology

Nvidia is expected to announce a new chip later this month using technology from startup Groq, The Wall Street Journal reported late Friday. The chip is aimed at speeding up inference computing, the term for running AI on servers after AI models have been fully developed, the newspaper said. The ... Read more

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The Information
Martin Peers @ The Information · 03/01/2026 18:00 EDT

What OpenAI Saw That Anthropic Didn’t

Before we get to the scheduled events for this coming week—Mobile World Congress in Barcelona, starring SpaceX, as well as Apple’s master class in hyping product releases—we should acknowledge just how much of a turn the AI debate has taken from humdrum concerns about spending. Friday night’s decision by the Trump administration to declare war on Anthropic, a day before it went to war with Iran, puts the spotlight on... Read more

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The Information
Julia Hornstein @ The Information · 03/01/2026 11:00 EDT

Thrive, Andreessen Horowitz Head Fastest-Growing VC Firms

The biggest venture capital funds are getting even bigger. In the past three years, the top firms have raised billions of dollars—in some cases more than half the total amount they’ve raised in their lifetimes. Take Thrive Capital, which in February said it had raised $10 billion in new funds. The backer of OpenAI and Stripe has raised roughly $18 billion since 2023—about 70% of the money it’s taken in... Read more

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03.05.2026 06:18
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