Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York Times Dealbook Summit that âwe donât have to do any code reds.â It was a reference to our report Monday that OpenAI CEO Sam Altman initiated a âcode red,â shifting staff to improve ChatGPT and image generation in response to Googleâs success with its latest AI.Amodei maintains that Anthropic will be in a better... Read more âș
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In recent months, some websites have become increasingly concerned about an influx of traffic from what they suspect are artificial intelligence chatbots, which can drive up those sitesâ costs and swipe their content. But separating the bots from legitimate human visitors is no easy task. Several months ago, for example, a staffer at cybersecurity firm DataDome prompted xAIâs chatbot Grok to visit a website DataDome runs to analyze security threats.... Read more âș
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Salesforce reported 9% higher revenue in its fiscal third quarter ended Oct. 31, a marginal slowdown on its second quarter result, but the company raised its full year growth projection marginally. Its results also show that its flagship AI product, Agentforce, is growing rapidly but ... Read more âș
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Nvidia said one of its most powerful AI servers, which enables 72 chips to work in unison, can boost the performance of some of the worldâs top open-source artificial intelligence models by a factor of 10. The announcement comes as Nvidia faces intense competition from other AI chips including ... Read more âș
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There may be some blurry light at the end of the tunnel for Marc Benioff. Salesforceâs fiscal third-quarter numbers released on Wednesday suggest its revenue from AI products is growing enough to lift its annual growth rate just a bit. Salesforce is still growing very slowlyâits new projection is for revenue to expand 9.2% in the current fiscal year, when you exclude the impact of a recent acquisition. Still, for... Read more âș
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Database firm Snowflake said Wednesday its revenue rose 29% to $1.21 billion in the quarter that ended Oct. 31, beating its growth forecast for the quarter by 3 percentage points. CEO Sridar Ramaswamy attributed the growth to increasing usage of Snowflakeâs database products by companies running ... Read more âș
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OpenAI has agreed to buy Neptune, a startup that makes tools for monitoring and analyzing progress during AI model training. Terms of this transaction werenât disclosed but OpenAI is paying less than $400 million in stock, according to people with knowledge of the deal. OpenAIâs Chief Scientist ... Read more âș
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Morgan Stanley has held preliminary talks with investors about offloading some of the credit risk associated with its data center lending activities, Bloomberg reported. The bank is considering selling whatâs known as a significant risk transfer product tied to loans itâs made to companies ... Read more âș
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K2 Space, a young satellite manufacturing startup stocked with former SpaceX engineers, is raising hundreds of millions of dollars in a funding round that would roughly quadruple its valuation to about $3 billion, according to people familiar with the matter and a corporate filing. The round underlines how defense and space investing has attracted more generalist venture capital firmsâand how expensive itâs become. Redpoint Ventures, an investment firm known more... Read more âș
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Meta is hiring one of Appleâs top designers, Alan Dye, who ran the companyâs user interface design team, Bloomberg reported. Longtime designer Stephen Lemay will take his spot at Apple, the news outlet reported. Appleâs design team has suffered from regular bouts of turnover since the companyâs ... Read more âș
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The Information is thrilled to announce that Amy Dockser Marcus, a Pulitzer Prize-winning reporter from the Wall Street Journal and three-time book author, is joining The Information to cover health and science for Weekend. Over her career, Amy has become one of the most authoritative figures in journalism on the subject of how scientific advances are reshaping society. In recent years, her work for the Journal has included thought-provoking stories... Read more âș
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Walmart has added new guidelines outlining how AI agents and large language models should interact with and access information from its website, making it the latest e-commerce company to clearly define how outside AI tools can use its site. Walmart didnât immediately have a comment. Walmartâs ... Read more âș
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More than a few years ago, I met with ratings agency analysts covering giant telecom equipment companies like Lucent Technologies. The telecom bust had already begun, but the analysts remained optimistic about the companiesâ future. They were wildly wrong.Roughly a decade later, the dominant ratings agencies, Moodyâs and Standard & Poorâs, said that mortgage securities stuffed with risky loans were among the safest investments available. They were wrong again, and... Read more âș
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Developing new artificial intelligence models can sometimes seem like a game of whack-a-mole: fixing a modelâs bad answers to certain questions can cause the model to give bad answers to other questions.One version of this problem, according to researchers at OpenAI and elsewhere, is known as a split-brain problem, in which changes to how a question is phrased can lead to enormous variations in the AI-generated answer.Itâs part of a... Read more âș
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Executives at Microsoft and other enterprise software firms heralded 2025 as the year artificial intelligence would be capable of automating tasks that involve multiple steps, such as generating dashboards based on company sales data. But as the year comes to a close, Microsoft has lowered expectations for how quickly it can get customers to spend money on these newer products, known as agents. Multiple Microsoft divisions, for instance, have lowered... Read more âș
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For all the venture capitalistâinspired hype around tech startups, itâs always good to remember that many are too niche to ever amount to anythingâand should never go public. We got a reminder of that on Tuesday when Italian conglomerate Bending Spoons said it would buy ticketing firm Eventbrite for $500 million in cash. Thatâs a stunning comedown for a company that went public in 2018 with a market value of... Read more âș
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Dealmakers apparently did not get much of a break over the Thanksgiving weekend, as a flurry of recent merger announcements showed. In just the last day, The Information broke the news that Marvell Technology was buying photonics startup Celestial for billions of dollars and Anthropic was making its first outright acquisition, for coding tools startup Bun. And last week, we reported ServiceNow was buying Veza, a five-year-old startup whose software... Read more âș
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Marvell Technology said Tuesday that it would acquire Celestial AI for $3.25 billion in a cash-and-stock combination, confirming a report in The Information late Monday night that the two companies were in advanced talks. The chipmaker is paying $1 billion in cash and $2.25 billion in stock ... Read more âș
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Italian tech conglomerate Bending Spoons is acquiring ticketing firm Eventbrite for about $500 million in cash, ending Eventbriteâs eight year sojourn on the public market. The acquisition also follows a spate of other purchases by Bending Spoons, which appears to be specializing in snapping up ... Read more âș
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Prediction market Kalshi said it raised $1 billion in a fundraising round led by existing investor Paradigm at a $11 billion valuation, more than doubled from its $5 billion valuation in October. Kalshi, which dominates the U.S. prediction market, is facing competition from rival Polymarket, ... Read more âș
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17.03.2026 04:42
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