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02.03.2026 − 08.03.2026
The Information
Yueqi Yang @ The Information 2 place · 03/07/2026 14:42 EDT

Kalshi Sued Over Prediction Market Connected to Iran War

Kalshi was sued by users for failing to pay $54 million to people who bet that Iranian Supreme Leader Ayatollah Ali Khamenei would leave office before March 1, after he was killed during the U.S. and Israeli airstrikes last month. After Khamenei’s death, Kalshi said it couldn’t pay out any ... Read more

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The Information
Katie Roof @ The Information · 12/09/2025 19:17 EDT

VC Fundraising on Track for Lowest in a Decade

The sky’s the limit for valuations for companies like SpaceX, but the venture firms writing the checks have less money in total to spend.Recent data from PitchBook shows how steep the decline in cash is. Fund managers raised $45.7 billion in new funds in the first nine months of the year. At that pace, fundraising is headed for the lowest level since 2017. The number of new funds, meanwhile, is... Read more

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The Information
Theo Wayt @ The Information · 12/09/2025 16:03 EDT

SpaceX on Track to Generate $15 Billion in Revenue This Year

SpaceX is on track to generate about $15 billion in revenue this year, Bloomberg reported on Tuesday. The Elon Musk-led space firm is also expecting to bring in $22 billion to $24 billion next year, with the bulk of revenue coming from its Starlink satellite internet service, according to the ... Read more

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The Information
Anita Ramaswamy @ The Information · 12/09/2025 14:06 EDT

Arista Is the AI Data Center Networking Stock to Watch

All the data centers hastily going up around the country for AI need networking pipes and software for moving data around. A few companies specialize in selling the networking gear, but one company, Arista Networks, stands out as undervalued on Wall Street. Arista has a much higher gross margin—64%—than rival Celestica, whose margin is only 11%. The two companies have been growing at the same rate, although Celestica is projected... Read more

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The Information
Miles Kruppa @ The Information · 12/09/2025 13:54 EDT

Brookfield, Qatar Form $20 Billion AI Data Center Joint Venture

Brookfield, one of largest real estate investors, and Qatar’s more than $500 billion sovereign wealth fund will jointly invest $20 billion to build physical infrastructure for AI in the Gulf nation and abroad, they said Tuesday. The Qatar venture follows similar moves by Saudi Arabia and the ... Read more

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The Information
Martin Peers @ The Information · 12/09/2025 13:43 EDT

Analyst Says Trump Approval for Nvidia Sales to China Not Done Deal

Tech analyst Patrick Moorhead cautioned that President Donald Trump’s approval of Nvidia’s sale of H200 chips to China isn’t a “done deal” until Nvidia starts shipping the chips and gets revenue for them. “I don’t know if I take this as reality yet,” Moorhead said in an interview on The ... Read more

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The Information
Ann Gehan @ The Information · 12/09/2025 12:27 EDT

Klaviyo Adds Co-CEO As Founder Focuses on AI

Marketing software firm Klaviyo said Tuesday that software executive Chano Fernández will become its co-CEO in January. Fernández will share the top job with cofounder Andrew Bialecki, who has been Klaviyo’s CEO since founding the company in 2012. Klaviyo shares were down nearly 5% Tuesday ... Read more

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The Information
Sri Muppidi @ The Information · 12/09/2025 10:00 EDT

ChatGPT Nears 900 Million Weekly Active Users But Gemini is Catching Up

The competition between AI chatbots has been heating up, with Google’s Gemini nipping at OpenAI’s heels. On Monday, I wrote about how Gemini’s share of weekly mobile app downloads increased in late November following the release of Gemini 3, according to data from research firm Sensor Tower, which says it tracks 5 million consumers globally. Gemini’s growth is also evident on the web. Between August and November, Gemini’s global website... Read more

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The Information
Aaron Holmes @ The Information · 12/09/2025 09:30 EDT

OpenAI, Anthropic, Google Agree to Develop Agent Standards Together

For AI agents to work properly in automating white-collar tasks, the companies developing the agents and the companies running the enterprise apps those agents use will need to agree on technical standards for how these technologies connect to each other.Some leading companies are preparing to do just that. As soon as this week, Anthropic, OpenAI, Google, Microsoft and a slate of other tech companies are set to announce a new... Read more

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The Information
Sylvia Varnham O'Regan @ The Information 2 place · 12/09/2025 09:00 EDT

How the AI Backlash Could Shape the Midterm Elections

Lately, Maura Keller—a Democrat running in Georgia’s 3rd Congressional district in next year’s midterm elections—has been going to community meetings where one topic comes up again and again “almost on a weekly basis”: data centers. It’s not hard to understand why the subject has surged to the fore. Keller has seen the state transform over the past few years into a hub for data centers, as AI companies buy up... Read more

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The Information
Rocket Drew @ The Information · 12/09/2025 00:45 EDT

Skild AI Said in Talks to Raise at $14 Billion Valuation

Skild AI, which develops AI foundation models to power robots to perform a variety of tasks, is in talks to raise over $1 billion at a valuation around $14 billion from SoftBank and Nvidia, Reuters reported on Monday. That valuation would be triple the two-year-old startup’s valuation from ... Read more

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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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15.03.2026 09:57
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