Spotify stock dropped 13% after the music streaming service reported 8% revenue growth for the first quarter but forecast a slowdown in its premium subscriber growth rate for the second quarter. Excluding the impact of foreign exchange movements, Spotify’s revenue grew 14%. Spotify recently ... Read more ›
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OpenAI models will finally be available on Amazon Web Services, the companies said Tuesday, a day after OpenAI and Microsoft announced new terms in their long-standing partnership that freed other cloud providers to sell OpenAI’s models with fewer restrictions. OpenAI’s 5.4 model is now ... Read more ›
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Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to its cloud-server customers for the first time, thanks to a sudden change in OpenAI’s long-running partnership with Microsoft. But AWS is still chasing its white whale: creating a hit enterprise application.With that in mind, AWS on Tuesday announced a new desktop app for its suite of AI agents that automate tasks such... Read more ›
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The first big challenge for Elon Musk in the trial phase of his lawsuit against OpenAI came before opening arguments: major participants had to agree to stop tweeting about the case. The pledge to stay off social media for the duration of the trial also affects OpenAI CEO Sam Altman and ... Read more ›
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Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of dollars in funding in the last year to develop world models. That’s the term for foundation models that approximate the physics of how objects and humans interact with their surroundings—attributes some researchers believe are key to developing working robots. Now more founders are trying to tap investor interest in these models.One such startup... Read more ›
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For years, executives at Microsoft have become accustomed to tussling with OpenAI over the terms of the companies’ complicated business partnership, which gave Microsoft exclusive rights to sell OpenAI’s technology to cloud customers. Then two months ago, the ChatGPT maker announced a surprise deal to sell its AI to businesses through Amazon, a Microsoft archrival. While OpenAI thought its contract with Microsoft allowed for the Amazon arrangement, Microsoft disagreed. So... Read more ›
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Chinese tech giant Tencent’s latest AI model has generated positive reviews from developers. But the company probably owes some of that success to Anthropic. Tencent employees used Anthropic’s Claude to assist them with evaluating and fine-tuning the model, known as Hy3, to improve its performance, according to two people with direct knowledge of the matter and Tencent’s internal memos reviewed by The Information. That’s despite the fact that Anthropic doesn’t... Read more ›
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Meta Platforms is preparing for a possible unwinding of its $2 billion acquisition of AI agent application Manus, after Chinese regulators ordered that the parties involved in the deal revoke the transaction, The Wall Street Journal reported. Undoing the acquisition could be complicated as Meta ... Read more ›
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Google and the Department of Defense signed a deal allowing the Pentagon to use Google’s AI models on classified work, according to a person with knowledge of the situation. The agreement allows the Pentagon to use Google’s AI for “any lawful government purpose,” according to the person—echoing language that has been controversial in other AI company discussions with the Pentagon. Read more ›
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OpenAI recently missed an internal revenue goal, according to a person with knowledge of the situation, after the company’s ChatGPT chat previously missed user-growth goals. The revenue shortfall followed a surge or usage of Google’s Gemini chatbot and booming sales at archrival ... Read more ›
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The jurors who will decide the winner in the artificial intelligence era’s big legal fight come from a range of backgrounds—and have mixed experiences with AI. Judge Yvonne Gonzalez Rogers impaneled the nine-member jury on Monday, kicking off Elon Musk’s breach of charitable trust lawsuit ... Read more ›
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Microsoft and OpenAI had big news this morning but before we dive into that, it's fair to say there’s a lot of excitement among investors (and reporters!) about the upcoming SpaceX IPO. But some people have a refreshingly realistic assessment of the situation. “There’s a trillion ways this can go wrong,” said Ashley MacNeill, co-head of capital markets at investment firm Vista Equity Partners, at The Information’s Financing the AI... Read more ›
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With AI and big tech firms seeking to raise hundreds of billions in equity and debt this year to build data centers, any high-profile misstep could throw the broader AI boom off track. That includes the potential public debuts of SpaceX and possibly AI firms Anthropic and OpenAI. Poor performance from those initial public offerings could dampen broader enthusiasm for AI investment, according to a speaker at The Information’s AI... Read more ›
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Microsoft-owned GitHub on Monday said it would charge customers of its Copilot AI coding tools additional fees based on how much AI they use, on top of base subscription fees. The move resembles an industry shift from seat-based or subscription pricing for AI tools to so-called consumption-based ... Read more ›
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More than 600 Google employees signed a letter to Google CEO Sundar Pichai asking him to reject a proposed deal with the Department of Defense to use Google’s AI on classified work. “We want to see AI benefit humanity; not to see it being used in inhumane or extremely harmful ways,” employees ... Read more ›
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OpenAI CEO Sam Altman and President Greg Brockman attended jury selection on Monday as the trial in Elon Musk’s lawsuit against them and OpenAI got underway. Both are expected to testify in the trial, but busy tech leaders tend to prefer to minimize the time they have to spend in court. ... Read more ›
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Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty.GridCare, which emerged last year from a Stanford University sustainability accelerator, has surprised AI developers and even utilities by finding power that they can tap even in congested urban markets where the grid appeared sold out.Power grids are designed to handle the hottest and coldest days and other periods of peak demand. Utilities have... Read more ›
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Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and Microsoft. As a result of a revision to their deal, Microsoft Azure no longer has exclusive rights to sell OpenAI models and that Microsoft no longer has to share 20% of the revenue it makes from selling OpenAI models on Azure with OpenAI. Both could be significant concessions and it’s hard to immediately gauge... Read more ›
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Microsoft and OpenAI amended the terms of their arrangement, allowing OpenAI to sell its models on competing cloud providers, the companies said on Monday. The companies also scrapped a controversial clause in their deal that would have granted Microsoft a share of OpenAI’s revenue and certain ... Read more ›
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Amazon has touted a deal to finally bring OpenAI to its Amazon Web Services cloud unit with a new offering geared toward running AI agents. But some AWS customers have shrugged at the announcement, in part because they’ve come to rely on other model makers in the three years since OpenAI set off the AI boom. Six firms that work with AWS, either as customers or as consultants to customers,... Read more ›
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28.07.2026 12:27
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