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The Information
Erin Woo @ The Information · 02/06/2026 13:02 EDT

The European Commission said on Friday that it had preliminarily found TikTok to be in breach of the Digital Markets Act for its “addictive design,” including features like infinite scroll, autoplay and push notifications. TikTok needs to “change the basic design of its service,” such as by ... Read more â€ș

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The Information
Qianer Liu @ The Information 1 place · 02/06/2026 09:00 EDT

A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier generation of AI server chips to a newer one, known as Blackwell, was “challenging” for the company’s customers because of the chips’ greater complexity. “The chassis, the architecture of the system, the hardware, the power delivery, all of that had to change” to improve chip performance, he said. Indeed, for some marquee Nvidia customers, getting... Read more â€ș

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The Information
Juro Osawa @ The Information · 02/06/2026 04:09 EDT

Alibaba Group, the Chinese e-commerce giant, is offering hundreds of millions of dollars in shopping vouchers and other promotions to users of its Qwen AI chatbot app during the Lunar New Year holiday. Alibaba’s effort to boost Qwen’s usage is part of an intensifying battle among Chinese tech ... Read more â€ș

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The Information
Martin Peers @ The Information · 02/05/2026 20:00 EDT

Amazon’s Cloud Liftoff

Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting plans to double its capital expenditures to around $180 billion, Amazon went one better by announcing it plans to lay out $200 billion on capex this year, 56% higher than what it spent in 2025. Investors were just as unimpressed as they had been with Google: Amazon stock dropped as much as 10% in... Read more â€ș

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The Information
Cory Weinberg @ The Information · 02/05/2026 19:00 EDT

The Databricks IPO Watch

Plummeting software stocks aren’t good news for any company with a big enterprise business that is considering going public. Nonetheless, there’s a growing consensus that 12-year-old Databricks—whose initial public offering has been chatted about for years—could take the step by the end of this year, according to several investment bankers and investors in the company who have spoken to its executives recently. This may be wishful thinking, given that talk... Read more â€ș

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The Information
Sri Muppidi @ The Information · 02/05/2026 17:47 EDT

OpenAI on Thursday unveiled a new platform for business customers to develop, run and manage AI agents that can take actions on behalf of employees, confirming The Information’s reporting last month. OpenAI lists HP, Intuit and Uber, among others, as customers of its Frontier platform. The ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 02/05/2026 17:01 EDT

Anthropic on Thursday released its latest flagship model, Claude Opus 4.6, which the company said is better at longer-duration tasks, according to a blog post. That means the model will be better for tasks like financial analysis, doing research and creating spreadsheets and presentations, the ... Read more â€ș

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The Information
Catherine Perloff @ The Information 3 place · 02/05/2026 16:58 EDT

Amazon Plans $200 Billion Capital Spending in 2026

Amazon said on Thursday it expects capital expenditures to rise to $200 billion this year as it pours more money into artificial intelligence efforts. The company’s shares fell more than 7% in after hours trading. That would mark a jump from Amazon’s 2025 spending of $131.8 billion. It’s also ... Read more â€ș

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The Information
Aaron Tilley @ The Information · 02/05/2026 14:22 EDT

Cook Acknowledges Apple Employee Unhappiness Over ICE Crackdown

Apple CEO Tim Cook acknowledged at an all-hands staff meeting on Thursday that some company employees were upset about the Trump administration’s immigration crackdown, and the fact that Apple has a relationship with the administration. He voiced his support for both immigrants and law ... Read more â€ș

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The Information
Amir Efrati @ The Information 3 place · 02/05/2026 13:30 EDT

Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous breakdown on Wall Street in the past week, thanks in part to Anthropic’s recent AI launches (and despite Anthropic's own love for SaaS apps). Even Palantir, which has lately posted blockbuster growth, has been caught up in the selloff.Enter Jensen Huang. Speaking at an event hosted by Cisco this week, Nvidia’s CEO had a simple message:... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 02/05/2026 10:00 EDT

First off, check out Jyoti’s Wednesday scoop about Meta’s latest AI model efforts. In sum, Meta is telling its employees “we’re back in the game!” and setting high expectations for the company’s next open-weight large language model, codenamed Avocado.Yes, Meta AI leaders did the same last year with Llama 4 and we all know how poorly that turned out! But given what happened then, we imagine that this time will... Read more â€ș

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The Information
Qianer Liu @ The Information · 02/05/2026 09:00 EDT

Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage of memory chips, prompted by the AI boom, according to two people with direct knowledge of the matter. It would be the first year in three decades that Nvidia hasn’t released a new graphics processing unit for gaming. Nvidia got its start in the early 1990s by designing graphics chips for videogames and... Read more â€ș

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The Information
Sri Muppidi @ The Information · 02/04/2026 21:17 EDT

OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large corporations develop custom AI applications and agents to automate employee tasks, according to a person with knowledge of the company’s plans. The hiring effort could help it beat back competition from archrival Anthropic, which has also upped its game in catering to enterprises. It comes as OpenAI prepares to launch a new enterprise offering... Read more â€ș

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The Information
Martin Peers @ The Information · 02/04/2026 20:00 EDT

Google Cloud Finally Takes Off

Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter, and a 14 percentage point lift in Google Cloud’s revenue growth to 48%. Anyone who suggested... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 02/04/2026 19:01 EDT

OpenAI in Talks to Power Amazon’s Alexa, Other AI Products

OpenAI is discussing a commercial agreement with Amazon to develop customized models the e-commerce giant could use to power its artificial intelligence products, including its Alexa voice assistant, The Information reported Wednesday. It isn’t clear how much of a discount Amazon would get on ... Read more â€ș

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The Information
Catherine Perloff @ The Information · 02/04/2026 18:32 EDT

Snap Reports Steady Revenue Growth in Fourth Quarter

Snap revenue increased 10% in the fourth quarter to $1.7 billion, the same rate of growth as it reported last quarter. One worrisome sign is that Snap’s daily active users fell to 474 million from 477 million in the third quarter, although it was up from a year earlier. This is the first time ... Read more â€ș

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The Information
Yueqi Yang @ The Information · 02/04/2026 17:38 EDT

Crypto Venture Capitalist Kyle Samani Steps Down From Multicoin

Kyle Samani, the co-founder of Multicoin Capital, will step back from his crypto venture firm to explore other areas of technology, including AI, longevity and robotics, according to a letter the firm sent to its investors. Multicoin, founded in 2017, was known for betting big on solana tokens ... Read more â€ș

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The Information
Erin Woo @ The Information · 02/04/2026 16:27 EDT

Alphabet Projects Doubled CapEx After Strong Fourth Quarter

Alphabet reported a better than projected 18% increase in fourth quarter revenue, fueled by strong growth both in its core search ads business and in cloud sales. Google’s revenue from search ads grew 17%, topping the third quarter’s 14.5% growth, and Cloud revenue soared 48%, well above that ... Read more â€ș

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The Information
Ann Gehan @ The Information · 02/04/2026 15:35 EDT

Former PayPal president David Marcus criticized his former employer in a viral social media post this week, writing that the payments giant had “lost its mojo” and arguing that the company had for many years prioritized the bottom line over its longer-term product vision. His comments were made ... Read more â€ș

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The Information
Jyoti Mann @ The Information · 02/04/2026 15:21 EDT

Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group. The company recently told some staffers in the group, known as Meta Superintelligence Labs, that its next generation large language model, codenamed Avocado, is “now Meta’s most capable pre-trained base model to date,” according to an internal memo, which was viewed by The Information. In the memo, dated... Read more â€ș

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03.05.2026 11:57
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