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Rocket Drew @ The Information · 10/07/2025 13:40 EDT

Qualcomm to Buy Circuit-Board Designer Arduino

Semiconductor giant Qualcomm announced Tuesday that it will acquire Arduino, the Italian electronics company known for its affordable circuit boards that are popular with hobbyists. The price of the deal was not announced. The companies also announced the Uno Q, a new circuit board that includes ... Read more

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The Information
Aaron Holmes @ The Information 2 place · 10/07/2025 13:30 EDT

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

Over the past year, companies have been tinkering with generative artificial intelligence to create customized agents that automate complex tasks, but they’ve gotten mixed results. Now, OpenAI is pushing a new suite of tools to make the assembly of agents easier, and to peel customers away from competitors like Anthropic and Google.OpenAI on Monday announced Agent Builder, a set of tools for configuring agents to resolve IT support tickets or... Read more

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The Information
Amir Efrati @ The Information · 10/07/2025 12:17 EDT

Oracle’s AI Cloud Business Has a Razor-Thin, 16% Gross Profit Margin, New Data Show

Internal Oracle documents revealed the challenging financials behind the booming artificial intelligence cloud industry, which focuses on renting out Nvidia server chips to AI developers such as OpenAI, Meta and xAI. In the three months ending in August, Oracle’s rental of Nvidia-powered servers ... Read more

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The Information
Cristóbal Valenzuela @ The Information · 10/07/2025 12:03 EDT

AI Creates Art. So We Need to Rethink How Copyright Protects Artists

The history of art is the history of technology. And generally, each time technology has advanced and helped a new medium flourish, the legal system has evolved to support the artists pushing the boundaries of human creativity. Yet our approach to the newest frontier—works created with generative artificial intelligence—threatens to unwind over 100 years of legal precedent, endangering emerging artists and stagnating creativity. Policymakers and courts should recognize media created... Read more

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The Information
Anissa Gardizy @ The Information 1 place · 10/07/2025 11:00 EDT

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years. But internal documents show the fast-growing cloud business has had razor-thin gross profit margins in the past year or so, lower than what many... Read more

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The Information
Martin Peers @ The Information · 10/07/2025 10:28 EDT

Dell Doubles Long Term Revenue Growth Forecast

Dell doubled its forecast annual revenue growth rate, to between 7% and 9%, and doubling its earnings growth rate to at least 15%, as it cashes in on the demand for AI chip-powered servers. Dell shares were trading up 2.7% on Tuesday morning. Dell is one of a few server makers that package ... Read more

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The Information
Ken Brown @ The Information · 10/07/2025 10:24 EDT

NYSE Owner to Invest up to $2 billion in Polymarket

International Exchange, the owner of the New York Stock Exchange, will invest up to $2 billion in Polymarket, the prediction market that is aiming to return to the U.S. The investment values Polymarket at $8 billion before the new money and gives it the backing of one of the world’s biggest ... Read more

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The Information
Stephanie Palazzolo @ The Information · 10/07/2025 10:00 EDT

OpenAI’s Walled-Garden Moment

OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities directly into ChatGPT, as it aims to turn the chatbot into a so-called superapp that people can use to control any app in their lives—similar to Facebook’s efforts from 15 years ago. But before we get too excited, we should remember we’ve been here before. The “apps in ChatGPT” feature allows people to access apps... Read more

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The Information
Theo Wayt @ The Information · 10/07/2025 09:00 EDT

As Elon Musk Preps Tesla’s Optimus for Prime Time, Big Hurdles Remain

When Elon Musk takes the stage at Tesla’s annual meeting next month, one the centerpieces of his plan to impress shareholders will be a dancing troupe of Optimus bots, the humanoid machines that he says will eventually eclipse Tesla’s electric vehicle business, which is suffering from flagging sales growth. Behind the scenes, however, the Optimus program has been embroiled in technical problems. Targets Musk set for Tesla to make thousands... Read more

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The Information
Laura Mandaro @ The Information · 10/07/2025 00:26 EDT

Musk’s XAI Said to Name Ex-Morgan Stanley Banker as CFO

Elon Musk’s XAI has hired Anthony Armstrong, a former Morgan Stanley banker, as the artificial intelligence startup’s new CFO, according to the Financial Times. Armstrong replaces Michael Liberatore, who had left xAI for OpenAI amid an exodus of senior staff. Armstrong had advised on Musk’s $44 ... Read more

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The Information
Martin Peers @ The Information · 10/06/2025 20:00 EDT

OpenAI’s ‘Everything Everywhere All at Once’ Strategy

Sam Altman’s “Everything Everywhere All at Once” strategy for OpenAI was on full display on Monday. Early in the day, the ChatGPT creator revealed that it will work with Advanced Micro Devices to use that company’s artificial intelligence chips, the latest example of OpenAI’s wide-ranging efforts to assure itself of more computing capacity. The news sent AMD’s stock rocketing 24% and surely irritated Nvidia CEO Jensen Huang a little. While... Read more

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The Information
Rocket Drew @ The Information · 10/06/2025 19:14 EDT

OpenAI Adds Outside Apps to ChatGPT

OpenAI on Monday announced new features to allow users to access external apps, such as Zillow or Spotify, through ChatGPT.  That paves the way for ChatGPT to become a “super app” that allows users to complete a range of tasks without leaving the app. At the company’s developer event, which ... Read more

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The Information
Miles Kruppa @ The Information · 10/06/2025 19:02 EDT

CoreWeave Extends Deal Streak With Monolith AI Purchase

CoreWeave said Monday it had bought startup Monolith AI for an undisclosed price, adding to the cloud provider’s software company acquisitions as it tries to expand beyond its core server rental business. Monolith AI, founded in 2016, sells software used by teams of engineers at companies ... Read more

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The Information
Catherine Perloff @ The Information · 10/06/2025 16:28 EDT

SEC investigates AppLovin’s data collection practices

The Securities and Exchange Commission is investigating mobile ad technology company AppLovin’s data collection practices, Bloomberg reported on Monday. The regulator is looking into whether AppLovin violated the terms of companies it partners with in its approach to targeted advertising, ... Read more

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The Information
Martin Peers @ The Information · 10/06/2025 12:09 EDT

Verizon Appoints Former PayPal CEO Schulman as CEO

Verizon abruptly replaced its CEO, Hans Vestberg, with PayPal’s former CEO Daniel Schulman, in a sign the cellular giant is hoping to shake up its stalled business. Schulman, who is in his late 60s, had been a director of Verizon since 2018 and the lead independent director since last December. ... Read more

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The Information
Stephanie Palazzolo @ The Information · 10/06/2025 10:00 EDT

Why OpenAI Offered to Pay $500 Million For A Startup With Videogame Data

Before we get to today’s column, in a sign of how insatiable OpenAI’s appetite for computing power is, the ChatGPT-maker and Nvidia rival Advanced Micro Devices announced a partnership Monday morning that would see OpenAI deploy six gigawatts of AMD’s chips over multiple years, starting in the second half of next year. As part of the deal, OpenAI will receive the option to purchase up to 10% of AMD stock... Read more

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The Information
Stephanie Palazzolo @ The Information · 10/06/2025 09:23 EDT

OpenAI Strikes Six Gigawatt Compute Deal With AMD

OpenAI and Advanced Micro Devices announced on Monday a new partnership that would see OpenAI deploy six gigawatts of AMD’s chips over multiple years, starting in the second half of next year. That deal is larger than the $300 billion, 4.5 gigawatt cloud deal OpenAI struck with Oracle earlier ... Read more

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The Information
Miles Kruppa @ The Information 1 place · 10/06/2025 09:00 EDT

Founders Fund Shifts From Caution to Concentrated Bets on AI

Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets, embracing a concentrated strategy as rivals spread their bets across a wide swath of startups. Among them are OpenAI, data center builder Crusoe and General Matter, a nuclear fuel startup the firm has incubated, Founders Fund said at its recent annual general meeting for investors. In contrast, other venture firms have poured money across the AI landscape,... Read more

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The Information
Martin Peers @ The Information · 10/06/2025 08:48 EDT

Paramount Acquires The Free Press, Weiss Confirms

The Free Press co-founder Bari Weiss confirmed that her news startup had been acquired by the Ellison family’s Paramount. In an email to subscribers, Weiss said “as of today, I am editor-in-chief of CBS News,” although she will remain CEO and editor in chief of the Free Press, she said. News ... Read more

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The Information
Jessica E. Lessin @ The Information · 10/05/2025 21:17 EDT

Anduril CEO: Government Shutdown is ‘Brutal'

Anduril CEO Brian Schimpf said that the partial government shutdown could “stall progress for the year” across the defense sector in an interview that aired Friday on The Information’s TITV. “For a company like us, we’re in a pretty good spot working a lot of continuing programs,” he said. “The ... Read more

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