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20.04.2026 − 26.04.2026
The Information
Erin Woo @ The Information 2 place · 04/25/2026 11:20 EDT

Benson Boone, Tech’s Go-To Performer

Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to supercharge their cancer battles • Artificial Intelligence: Should AI and Christianity mix? • Tech Culture: Amid AI backlash, billionaires demand new breed of bodyguard—plus, inside the star-studded Breakthrough Prize gala • Plus, Recommendations—our weekly pop culture picks: “Family Lore,” “The Long Run” and “Scream 7”Let’s get straight to one of the biggest happenings at Google... Read more ›

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The Information
Nick Wingfield @ The Information · 04/19/2026 21:43 EDT

Vercel Confirms Breach After Hackers List Stolen Data for $2M

Vercel, a cloud development platform, on Sunday said a security breach allowed an attacker to gain unauthorized access to data for a “limited subset of customers.” In a post on X, Vercel CEO Guillermo Rauch said the attack began when a Vercel employee’s Google Workspace account was ... Read more ›

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The Information
Martin Peers @ The Information · 04/19/2026 18:00 EDT

Adobe and Google Cloud Head to Vegas

If you’ve never visited Las Vegas, this week might be the time. Adobe and Google Cloud are both having big shows there this week, with Adobe kicking off its customer summit tomorrow and running through Wednesday. Google Cloud Next, conveniently, starts Wednesday and runs through Friday. Come for one, stay for both!The two companies might be in pretty different moods, however. Adobe is in the camp of enterprise software firms... Read more ›

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The Information
Nick Wingfield @ The Information · 04/19/2026 13:27 EDT

Blue Origin Successfully Lands New Glenn Rocket Booster

Jeff Bezos’ rocket company Blue Origin completed the third mission for its New Glenn rocket, which mostly went as planned. On Sunday morning, the rocket’s booster successfully landed on a barge in the Atlantic Ocean off the coast of Florida, the second time Blue Origin has accomplished that ... Read more ›

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The Information
Qianer Liu @ The Information · 04/19/2026 11:00 EDT

China’s 10 Most Important Chip Design Firms

Ask Washington’s most plugged-in politicians and lobbyists which Chinese chip company is the biggest threat to Nvidia and you’ll hear one name: Huawei Technologies. Nvidia CEO Jensen Huang has repeatedly cited Huawei’s rising prominence in both private meetings with lawmakers and public forums. Huawei has become shorthand for China’s semiconductor ambitions. But that misses the bigger picture. China has more than 10 companies actively designing and shipping AI chips today,... Read more ›

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The Information
Qianer Liu @ The Information · 04/19/2026 09:00 EDT

Google in Talks With Marvell to Build New AI Chips for Inference

Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to two people with direct knowledge of the discussions. One is a memory processing unit designed to work alongside Google’s tensor processing unit. The other is a new TPU built specifically for running AI models. The moves underscore surging demand for inference chips that run AI powering commercial products such... Read more ›

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The Information
Nick Wingfield @ The Information · 04/18/2026 18:47 EDT

Anthropic Has Received Investor Interest at $800 Billion Valuation

Anthropic has received expressions of interest from investors who want to put money into the AI startup at an $800 billion valuation, but the company has no current plans to raise money. Those were among the details in a profile of Anthropic Chief Financial Officer Krishna Rao published by The ... Read more ›

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The Information
Abram Brown @ The Information · 04/18/2026 16:32 EDT

Dylan Patel’s SemiAnalysis Projects Over $100 Million In 2026 Revenue

SemiAnalysis, the AI and semiconductor research firm, which also publishes a widely read industry newsletter, expects to do more than $100 million in sales this year, marked growth from a year earlier. SemiAnalysis did closer to $20 million last year, purveying in-depth data and research to ... Read more ›

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The Information
Nick Wingfield @ The Information · 04/18/2026 13:38 EDT

Anthropic CEO Dario Amodei met with White House Chief of Staff Susie Wiles and Treasury Secretary Scott Bessent on Friday, in what both sides described as a “productive and constructive” discussion, according reports in Axios and The New York Times. The meeting signals a potential shift in the ... Read more ›

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The Information
Abram Brown @ The Information · 04/18/2026 11:00 EDT

What xAI and OpenAI Should Buy Next

Welcome, Weekenders! In this newsletter:• The Big Read: The rise of SemiAnalysis’ Dylan Patel, Silicon Valley’s favorite AI commentator • Plus, Recommendations—our weekly pop culture picks: “The Obit Project,” “Disneyland and the Rise of Automation” and “Unfamiliar”Recently, a close friend of mine introduced me to another of his friends, a tech investment banker, and now this banker and I have become friendly, too. I’ve enjoyed learning a bit about his... Read more ›

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The Information
Sri Muppidi @ The Information · 04/18/2026 10:30 EDT

Anthropic’s CFO Wields Power Behind the Scenes

These days, Anthropic is a crowded place: a startup with its own in-house philosopher, researchers devoted to preventing Armageddon and a CEO willing to go toe-to-toe with the Pentagon. And then there’s Chief Financial Officer Krishna Rao, who has emerged as a key force within the company while staying far out of the spotlight. When Rao first arrived in 2024, he began pushing Anthropic, which had an agreement with Google... Read more ›

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The Information
Julia Hornstein @ The Information · 04/17/2026 18:32 EDT

Andreessen Horowitz, Thrive Capital to Co-Lead Cursor Investment at $50 Billion Valuation

Andreessen Horowitz and Thrive Capital are in talks to co-lead a $2 billion investment in coding assistant startup Cursor at a $50 billion valuation before the investment, according to people familiar with the matter. The two firms first invested in the startup in 2024. Nvidia is also expected ... Read more ›

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The Information
Rocket Drew @ The Information · 04/17/2026 17:48 EDT

Lawyers for Musk Propose Dropping Fraud Claims Against OpenAI

Lawyers for Elon Musk said Friday that they may drop their fraud claims against OpenAI in his case charging the ChatGPT maker with violating its charitable mission and breaking promises to Musk. Dropping the claims would make Musk’s legal position more consistent with a court filing from earlier ... Read more ›

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The Information
Nick Wingfield @ The Information · 04/17/2026 16:43 EDT

Meta Eyes Layoffs of 10% of Company Starting in May

Meta Platforms plans to lay off of around 8,000 employees next month, with further job cuts expected to occur in the second half of the year, Reuters reported. The initial wave of 8,000 layoffs is scheduled to begin May 20 and will account for about 10% of Meta’s worldwide headcount, Reuters ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 04/17/2026 16:34 EDT

Kevin Weil and Sora Head to Leave OpenAI

Kevin Weil, a member of OpenAI’s management team and a former executive at both Meta Platforms and Twitter, is leaving the AI firm, according to a post the executive made on X. Weil, who has been at OpenAI since mid-2024, was at one time Chief Product Officer but more recently led the company’s ... Read more ›

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The Information
Martin Peers @ The Information · 04/17/2026 14:58 EDT

Meta Paid Broadcom $2.3 Billion in 2025

Meta Platforms paid Broadcom $2.3 billion in 2025, Meta disclosed in a securities filing, a rare disclosure of how much tech firms pay Broadcom for help designing their AI chips. Meta, like Google, uses Broadcom to help design special AI chips. Earlier this week, Meta and Broadcom announced an ... Read more ›

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The Information
Yueqi Yang @ The Information · 04/17/2026 14:06 EDT

Kraken Buys U.S. Crypto Derivatives Exchange for $550 Million

Kraken, a top three crypto exchange in the U.S., said it agreed to buy Bitnomial, a U.S. crypto derivatives exchange, for up to $550 million, which will allow it to offer crypto perpetuals, a type of risky crypto product popular on offshore platforms like Binance and Hyperliquid, in the U.S. ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 04/17/2026 13:23 EDT

Anthropic Launches Claude Design

Anthropic on Friday launched a new AI tool called “Claude Design” which will use AI to help users generate designs, product prototypes, presentations and one-pagers, according to a blog post. The announcement confirmed The Information’s earlier report on the new tool. Claude Design will be ... Read more ›

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The Information
Abram Brown @ The Information · 04/17/2026 12:05 EDT

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings. His information mongering is so relentless that he sometimes irritates the company, which he said once blacklisted him from its events for... Read more ›

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The Information
Jing Yang @ The Information · 04/17/2026 10:36 EDT

China’s DeepSeek is Raising Money for First Time, At $10 Billion-Plus Valuation

DeepSeek is in talks to raise outside capital for the first time, seeking to beef up its financial war chest so it can better compete in the costly battle to develop leading AI models, according to four people familiar with the matter. DeepSeek is owned by Chinese hedge fund High-Flyer Capital Management, which has financed the startup so far. DeepSeek, whose AI model R1 took both Silicon Valley and Wall... Read more ›

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The Information
Cory Weinberg @ The Information · 04/17/2026 09:00 EDT

Police Tech Startup Flock Safety Valued at $8.4 Billion Amid Civic Protests

Flock Safety, which sells cameras, drones and AI software to police departments, was valued at $8.4 billion in a new round of funding completed in recent weeks, a modest bump from its financing last year, according to a publicly filed corporate charter and people familiar with the round. The company raised the new funds amid the largest political and public relations crisis it has faced in its nine-year history. In... Read more ›

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28.04.2026 01:29
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