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The Information
Katie Roof @ The Information · 12/08/2025 21:36 EDT

Tiger Global Launches $2.2 Billion Fund

Tiger Global has announced the launch of a $2.2 billion private investment fund. In a note to investors reviewed by The Information, Tiger Global said the fund is expected to do a first close in March. The new fund is the same size as its venture fund raised in April 2024. Both are a fraction of ... Read more

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The Information
Martin Peers @ The Information · 12/08/2025 20:00 EDT

Nvidia, Confluent and WBD’s Happy Day

This could be big news: President Donald Trump said he would allow Nvidia to sell its advanced H200 AI chip to China, in exchange for the U.S. government getting a 25% cut of those sales. That could re-open the Chinese market to Nvidia—if the Chinese government allows its local companies to buy the chips. Chances of that are good. The H200s are for training AI models, and the Chinese government... Read more

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The Information
Ann Gehan @ The Information · 12/08/2025 16:15 EDT

Instacart Launches ChatGPT App With Instant Checkout Feature

Instacart said Monday it would make its app available through ChatGPT Monday, including the ability for shoppers to make purchases through OpenAI’s Instant Checkout feature. The payment feature is powered by Stripe, the companies said, although consumers will be able to pay for purchases with ... Read more

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The Information
Erin Woo @ The Information · 12/08/2025 15:39 EDT

Google AI Glasses Expected to Launch Next Year

Google expects to launch its first AI glasses, including an audio-focused model and one with a built-in display screen, in 2026, the company said in a blog post on Monday. Google is collaborating with Samsung and the glasses companies Warby Parker and Gentle Monster on the hardware. Google will ... Read more

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The Information
Sri Muppidi @ The Information · 12/08/2025 14:40 EDT

OpenAI’s ChatGPT Holds Onto Repeat Users as Download Share Dips

While Google’s Gemini has taken a slightly higher share of weekly mobile app downloads since its latest model, Gemini 3, launched in mid-November, OpenAI’s ChatGPT has maintained its dominance in terms of usage and return users on mobile apps, according to data from intelligence firm Sensor ... Read more

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The Information
Amir Efrati @ The Information · 12/08/2025 14:17 EDT

Trump to Reportedly Let Nvidia Sell Advanced AI Chips to China

The Trump administration will let Nvidia sell a relatively advanced set of artificial intelligence server chips to China, according to a report in Semafor, ending a  debate in Washington about whether to let a geopolitical adversary access state-of-the-art technology from the U.S. According ... Read more

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The Information
Martin Peers @ The Information · 12/08/2025 10:08 EDT

Ellisons’ Paramount SkyDance Make $108 Billion Tender Offer for Warner

The Ellison family-controlled Paramount Skydance made an all-cash tender offer for Warner Bros. Discovery at $30 a share, or $108.4 billion, coming in over the top of the $27.75 a share cash and stock deal that Netflix and WBD’s board agreed to last week. Unlike the Netflix proposed purchase, ... Read more

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The Information
Stephanie Palazzolo @ The Information · 12/08/2025 10:00 EDT

Cohere CEO Says His Gross Profit Margins Are Great; Takeaways From NeurIPS

Before we get to today’s column, check out this story about last week’s Neural Information Processing Systems conference, where a number of researchers cast doubt on some of today’s most popular techniques for improving AI. Some researchers, including at OpenAI, have ideas for new techniques that could produce better results.Other researchers such as David Luan, who leads an Amazon AI research unit, have issue with the order and focus of... Read more

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The Information
Valida Pau @ The Information · 12/08/2025 09:37 EDT

IBM Agrees to Buy Confluent for $11 Billion

International Business Machines agreed to acquire data streaming firm Confluent for around $11 billion in cash. Confluent provides technology that helps companies manage real-time data streams used in AI models, making it a logical fit for IBM as it looks to boost its software, cloud and AI ... Read more

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The Information
Stephanie Palazzolo @ The Information 1 place · 12/08/2025 09:00 EDT

At AI’s Biggest Event, Some Researchers Said the Field Needs an Overhaul

A small but growing number of artificial intelligence developers at OpenAI, Google and other companies say they’re skeptical that today’s technical approaches to AI will achieve major breakthroughs in biology, medicine and other fields while also managing to avoid making silly mistakes. That was the buzz last week among numerous researchers at the Neural Information Processing Systems conference, a key meetup for people in the field. Some of them believe... Read more

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The Information
Juro Osawa @ The Information · 12/08/2025 05:34 EDT

Chinese Humanoid Maker AgiBot Delivers Its 5,000th Mass-Produced Unit

Chinese startup AgiBot said on Monday that the number of humanoids it has manufactured just reached 5,000, hitting a new milestone in its mass production. AgiBot’s announcement is the latest example of how Chinese companies are ramping up their production of humanoid robots. Last month, UBTech, ... Read more

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The Information
Nick Wingfield @ The Information · 12/08/2025 00:29 EDT

IBM in Talks to Acquire Confluent in $11 Billion Deal

IBM is in advanced talks to acquire data analytics company Confluent for roughly $11 billion, The Wall Street Journal reported. Confluent, which currently has a market capitalization of around $8 billion, provides infrastructure for analyzing and processing real-time data used in artificial ... Read more

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The Information
Katie Roof @ The Information · 12/08/2025 00:16 EDT

Tech PR’s Lulu Cheng Meservey Raises $40 Million VC Fund

A new securities filing shows that corporate communications strategist Lulu Cheng Meservey has raised $40 million for a venture capital fund. Cheng Meservey has worked with clients like Ramp and Safe Superintelligence at her advisory firm, Rostra. She previously was an executive at ... Read more

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The Information
Martin Peers @ The Information · 12/07/2025 18:00 EDT

Larry Ellison, Hock Tan Take the Stage This Week

Step aside, young folks of tech. This week we hear from the industry’s, ah, elder statesmen—specifically Larry Ellison at Oracle and Hock Tan from Broadcom, whose combined age is about 150. Oracle and Broadcom are each reporting their latest quarterly earnings this week, when the status of their newish AI businesses will be in the spotlight. In the case of Oracle, we’ll be looking for an update on its AI-related... Read more

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The Information
Laura Mandaro @ The Information · 12/07/2025 17:40 EDT

OpenAI’s Head of ChatGPT Envisions AI ‘Superpowers’

Instrumental in helping OpenAI’s ChatGPT retain its lead as the dominant artificial intelligence is a low-profile, 30-year-old product manager named Nick Turley, The Information reported on Saturday. Turley, a former Instacart and Dropbox product executive, envisions OpenAI’s flagship chatbot ... Read more

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The Information
Nick Wingfield @ The Information · 12/07/2025 14:41 EDT

X Shuts Down European Commission Ad Account

X has cut off the advertising account of the European Commission days after the agency imposed a 120 million fine on the platform for breaching the Digital Services Act, a set of regulations governing internet companies. Nikita Bier, X’s head of product, wrote in a post on X on Sunday that the ... Read more

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The Information
Valida Pau @ The Information · 12/07/2025 11:00 EDT

Dealmakers Are Toasting a Solid Year for Tech M&A

U.S. tech mergers rebounded to their highest levels since 2021 this year, driven by big bets on AI and more tie-ups under a deal-friendly presidential administration. Total tech merger value reached $543 billion, more than the combined value of the past two years, according to data provider LSEG. Goldman Sachs and Qatalyst topped the charts for the year, both earning more than $400 million in fees. Read more

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The Information
Nick Wingfield @ The Information · 12/06/2025 19:43 EDT

Apple Semiconductor Chief Contemplates Departure

The executive in charge of Apple’s hugely successful in-house chip design efforts is eyeing an exit from the company, Bloomberg reported. Johny Srouji, Apple’s senior vice president of hardware technologies, has told the company’s CEO, Tim Cook, that he is “seriously considering” departing Apple ... Read more

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The Information
Nick Wingfield @ The Information · 12/06/2025 18:59 EDT

Meta’s ‘Phoenix’ Mixed-Reality Glasses Delayed

Meta Platforms has postponed the launch of its next-generation mixed-reality glasses, code-named Phoenix, from the second half of 2026 to the first half of 2027, Business Insider reported. In internal memos shared with employees, Meta leaders said the delay will give its teams more time to ... Read more

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The Information
Stephanie Palazzolo @ The Information · 12/06/2025 14:00 EDT

The ChatGPT Product Chief Responding to a ‘Code Red’

OpenAI CEO Sam Altman recently declared a “code red” to galvanize the AI startup’s staff to make bigger improvements to its flagship product, ChatGPT. The success of that push could hinge on Nick Turley, the little-known executive who runs the OpenAI chatbot. Turley, 30 years old, came to OpenAI three years ago after stints at Dropbox and Instacart, and since that time he has emerged as one of the AI... Read more

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