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The Information
Erin Woo @ The Information · 01/21/2026 15:54 EDT

Technical Committee Members Named in Google Search Remedy

Tammy Savage, a former Microsoft general manager; Gerry Campbell, a longtime search executive who has worked at AOL and Alta Vista; and John Abowd, a professor emeritus of economics, statistics and data science at Cornell University were named in a filing from the Department of Justice on ... Read more ›

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The Information
Theo Wayt @ The Information · 01/21/2026 15:32 EDT

Blue Origin Plans Enterprise Rival to SpaceX’s Starlink and Amazon Leo

Jeff Bezos’ space company Blue Origin is planning to build an ultra-fast satellite internet service aimed at large companies, data centers and governments, the company said Wednesday. The service, called TeraWave, would put Blue Origin in competition with SpaceX’s Starlink and Amazon Leo. Blue ... Read more ›

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The Information
Qianer Liu @ The Information · 01/21/2026 14:58 EDT

Apple Developing AI Wearable Pin

Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with multiple cameras, a speaker, microphones and wireless charging, according to people with direct knowledge of the project. The device could be released as early as 2027, they said. Such a product would position Apple to compete more effectively with OpenAI, which is planning its own AI-powered devices, and Meta Platforms, which is already selling... Read more ›

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The Information
Ann Gehan @ The Information · 01/21/2026 13:52 EDT

ChatGPT Checkouts to Take 4% Cut of Shopify Merchant Sales

Shopify has told merchants that use its commerce software that it will open up sales through AI chatbots like ChatGPT later this month, according to its site and communications with sellers. Merchants will pay OpenAI a 4% fee on sales made through ChatGPT’s checkout feature, a Shopify ... Read more ›

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The Information
Ken Brown @ The Information · 01/21/2026 11:00 EDT

Data Center Inflation Is Here

In the first weeks of the year, it has become clear that building data centers is getting more expensive. On a relative basis, the shift could benefit the cash-rich tech giants, particularly Google, while potentially hurting cash-burning startups. This doesn’t mean giant data centers won’t get built. Investors are still enthusiastic about AI, and the tech giants that are funding the buildout are still rolling in cash. It could mean... Read more ›

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The Information
Rocket Drew @ The Information · 01/21/2026 10:00 EDT

AI Videos Nearly Indistinguishable From Real Videos, Runway Finds

Runway today is releasing its latest AI model, Gen-4.5, that can generate videos from an image. The model, from the startup that specializes in image and video-generating models, is impressive but is likely to underscore growing concerns about AI-generated deepfakes.To measure the model’s performance, Runway asked over 1,000 people to distinguish real videos from similar videos generated by the model. Participants only guessed correctly 57.1% of the time—not much better... Read more ›

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The Information
Juro Osawa @ The Information 2 place · 01/21/2026 09:04 EDT

TikTok Plans Big Shopping Push

TikTok’s U.S. business may be about to take off. The scheduled completion this week of TikTok’s sale of its U.S. data security arm to a joint venture ends years of uncertainty about its future in the U.S. And the video app maker is now redoubling its efforts to build a much bigger e-commerce business in the U.S., in a new challenge to Amazon. Read more ›

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The Information
Jessica E. Lessin @ The Information · 01/21/2026 08:40 EDT

OpenAI CFO Responds to Google Criticism, Touts Infrastructure Progress at Davos

OpenAI CFO Sarah Friar said the company’s custom inference chip is being “taped out”—the final step before manufacturing—and touted the progress of its more than $500 billion Stargate infrastructure project in a panel at the World Economic Forum Wednesday. In a conversation I moderated, Friar ... Read more ›

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The Information
Qianer Liu @ The Information · 01/21/2026 05:10 EDT

Nvidia CEO Plans China Visit After Beijing Restricts H200 Purchase

Nvidia CEO Jensen Huang is preparing for a trip to China later this month as the company works to regain its footing in this strategically important market, Bloomberg reported, citing a person with knowledge of the plans. Huang will join company festivities ahead of the Lunar New Year, a ... Read more ›

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The Information
Catherine Perloff @ The Information · 01/20/2026 22:32 EDT

OpenAI Asks Advertisers to Spend Less Than $1 Million in Trial

OpenAI is asking a small group of advertisers for spending committments of less than $1 million each over a several week trial period, as the company tests new ads within its ChatGPT chatbot, The Information reported on Tuesday. The ads will launch as soon as February. To start, the company is ... Read more ›

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The Information
Catherine Perloff @ The Information · 01/20/2026 22:29 EDT

OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch

OpenAI has started offering its new chatbot ads to dozens of advertisers, according to two people familiar with the matter. To start off, the company is charging on the basis of ad views as opposed to per-ad clicks that are typical at large sellers of search ads like Google and Amazon, the people said. OpenAI is asking that small pool of advertisers for less than $1 million in spending commitments... Read more ›

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The Information
Jessica E. Lessin @ The Information · 01/20/2026 20:00 EDT

Andy Jassy in Davos; Netflix’s Q4

My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The Information’s TITV. It has been two years and three months since I last sat down with Jassy in Seattle. While he’s always calm and measured—and, for what it is worth, he’s one of the nicest people to interview—one could sense a little defensiveness back then when he was describing Amazon’s position in... Read more ›

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The Information
Kevin McLaughlin @ The Information · 01/20/2026 18:50 EDT

Amazon Taps Former Microsoft Teams Engineer to Lead Key AI Product

Amazon has tapped former Microsoft executive Jigar Thakkar to lead Quick Suite, a collection of enterprise search and agent-building tools it launched in October as part of a broader push to develop compelling AI applications. Thakkar, whose title is vice president of Quick Suite, is a ... Read more ›

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The Information
Stephanie Palazzolo @ The Information · 01/20/2026 18:01 EDT

Applied Compute, Founded by Ex-OpenAI Researchers, in Talks for $1.3 Billion Valuation

Applied Compute, a startup founded by three former OpenAI researchers that helps companies customize models with their own data, is in talks to raise new funding at a $1.3 billion valuation, including the investment, according to four people with knowledge of the discussions. The funding would more than double the company’s valuation from its last round announced less than three months ago, which valued it at about $500 million. New... Read more ›

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The Information
Nick Wingfield @ The Information · 01/20/2026 17:58 EDT

FTC Appeals Meta Ruling

The Federal Trade Commission said it is appealing a November ruling that cleared Meta Platforms of accusations that the company improperly monopolized the social media business. In a statement, the FTC said the appeal will be heard by the U.S. Court of Appeals for the District of Columbia. The ... Read more ›

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The Information
Jessica E. Lessin @ The Information · 01/20/2026 17:26 EDT

Amazon Could Open Up to AI Shopping Agents, Jassy Says

Amazon CEO Andy Jassy said on Tuesday that the retail giant is open to working with other companies to run their AI shopping assistants on its site, where it already offers its own shopping chatbot. “I think that over time we will work with other third-party agents as well,” Jassy said, ... Read more ›

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The Information
Martin Peers @ The Information · 01/20/2026 16:33 EDT

Netflix Reports Higher Than Projected Q4 Revenue

Netflix reported 17.6% higher revenue in the fourth quarter, ahead of its projections, and revealed that its ad revenue had more than doubled in 2025 to $1.5 billion. That was the first time the company had given a precise number for its ad business, which was launched just over three years ago. ... Read more ›

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The Information
Aaron Holmes @ The Information · 01/20/2026 16:27 EDT

ServiceNow to Use OpenAI Models in Business Software

ServiceNow has signed a multi-year deal to pay for OpenAI’s artificial intelligence models in its business software, the two companies said on Tuesday. Under the agreement, OpenAI will now be the “preferred” AI model provider in ServiceNow’s software. In the past, ServiceNow let customers choose ... Read more ›

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The Information
Theo Wayt @ The Information · 01/20/2026 15:47 EDT

Musk and Altman Tussle Over Reports of ChatGPT-Linked Deaths

Elon Musk and Sam Altman traded barbs on X this week over media reports of deaths linked to OpenAI’s ChatGPT and other AI-related safety issues. On Monday, Musk shared a post about a man who committed a murder-suicide after a series of delusional conversations with ChatGPT, calling the story “ ... Read more ›

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The Information
Michael Roddan @ The Information · 01/20/2026 15:19 EDT

JPMorgan Moves To Cut Off Fintech With Questionable Customers

Fintech startup Checkbook began with the promise to help banks eliminate paper checks and transformed itself into an international payments company that leveraged a relationship with JPMorgan Chase to give all manner of customers access to the U.S. financial system. JPMorgan recently told Checkbook it was winding down its relationship with the firm rather than face the regulatory risks associated with handling some of those customers, which included Venezuelan crypto... Read more ›

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