What do you get when you offset investorsâ recent loathing of software startups with their lust for defense tech? Fast-growing Onebrief, the latest startup to double its valuation in a short span after raising $200 million this week from Battery Ventures and Sapphire Ventures at a $2.15 billion valuation, including the new investment.Onebrief isnât building autonomous drones, hypersonic missiles or solid rocket motors. Itâs selling collaboration software for military command... Read more âș
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Lia Guy and Ian OâConnell, members of technical staff at Thinking Machines Lab, which is led by former OpenAI Chief Technology Officer Mira Murati, are departing the company, according to a person with knowledge of the departures. Guy, who focuses on AI model research, will be returning to ... Read more âș
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The AI business continues to create and shift alliances between almost every leading tech firm. Companies may be incentivized to work together to fill each otherâs AI or capital needs even as they compete more fiercely for consumer or enterprise dollars.Thatâs whatâs happening with Microsoft and Anthropic. The two firms have recently become fast friends, with Microsoft on track to spend more than $500 million annually on Anthropic models to... Read more âș
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BlackRock raised $12.5 billion for the AI investment partnership it formed in 2024 with Microsoft and United Arab Emirates-backed MGX, giving it more firepower to invest in data centers and energy resources. Larry Fink, CEO of BlackRock, said Thursday it raised the money from the founders of the ... Read more âș
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Amazon Web Services has inked a deal with Rio Tinto to become the first buyer of copper that the mining giant is producing using a new mining technology. As part of the two-year supply deal, Rio Tinto will use AWSâ cloud and analytics services. The copper will come from an Arizona mine ... Read more âș
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We had more drama in AI land on Wednesday night, as several people exited Thinking Machines Lab, the high-profile startup cofounded by former OpenAI Chief Technology Officer Mira Murati, for OpenAI. Details remain murky but hereâs what we know for sure. On Wednesday night, Murati said in a post on X that the company had âparted waysâ with Barret Zoph, a fellow cofounder and the Chief Technology Officer of Thinking... Read more âș
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In the group of highly valued tech companies that have remained private, SpaceX and Chinaâs ByteDance may be the biggest. But SpaceX has already signaled it will go public this year. And now that ByteDance has resolved the yearslong fight over its TikTok app in the U.S., the way may be clear for the Chinese tech giant to go public in the next couple of years. That prospect should put... Read more âș
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Taiwan Semiconductor Manufacturing Company on Thursday announced a record capital expenditure between $52 billion and $56 billion for 2026, as it tries to ease the capacity constraint on its production facilities. About 70% to 80% of the spending will go to manufacturing equipment for ... Read more âș
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Chinese tech giant Alibaba Group is connecting its Qwen AI app with the companyâs e-commerce, online travel and payment platforms, in a major upgrade that enables the chatbot to serve as an agent helping users with real-life tasks like ordering food online and booking trips. The upgrade allows ... Read more âș
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Wow. Wednesday was not a fun day, particularly if youâre a Verizon customer (guilty!), thanks to a widespread cellular phone outage that hit many of its subscribers for much of the day. It also wasnât fun for tech investors as stocks sold off across the board. What wasnât uniform, though, was the severity of the selling. Microsoft, Amazon and Meta Platforms each dropped about 2.4%, while Alphabet, nowadays everyoneâs favorite... Read more âș
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Thinking Machines Lab, the high-profile startup cofounded by former OpenAI Chief Technology Officer Mira Murati, has removed Barret Zoph, its chief technology officer, according to a person with knowledge of the change. Murati confirmed Zophâs departure in a post on X and said Soumith Chintala, ... Read more âș
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OpenAI on Wednesday announced a computing partnership with AI chip startup Cerebras Systems. As part of the deal, OpenAI plans to spend 750 megawatts of computing power from the company through 2028, according to an OpenAI blog post. The deal is worth at least $10 billion, and OpenAI also plans ... Read more âș
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The Ohio Carpentersâ Pension Plan sued Oracle, alleging the tech company didnât properly disclose it would need to raise additional debt to satisfy its roughly $300 billion cloud computing contract with OpenAI when it sold $18 billion in bonds last year. Oracleâs bond offering documents did not ... Read more âș
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Google announced on Wednesday that its Gemini chatbot can now access information from usersâ other Google apps, if users opt in. The new feature, dubbed Personal Intelligence, leans into Googleâs biggest advantage over rivals like OpenAI: the wide range of data Google has from other areas of ... Read more âș
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The most interesting news in banking is happening in Ohio, but itâs really a Silicon Valley story. Erebor Bank, backed by Silicon Valley powerbrokers such as Palmer Luckey and Palantir co-founder Joe Lonsdale, is gearing up to start operating after getting conditional approval from regulators in Washington last year. In the largely commodity business of banking, Erebor aims to stand out by focusing on crypto and innovative industries such as... Read more âș
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Airbnb hired a onetime Meta Platforms AI leader, Ahmad Al-Dahle, as Chief Technology Officer, as the travel bookings firm grapples with integrating AI features into its operations. Al-Dahleâs role at Meta had been diminished over the past year, after Meta overhauled the team last year ... Read more âș
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The revenue picture for AI startups is brightening, a bit. In just seven months, annualized revenue at âAI nativeâ companies selling AI models or apps has doubled, from $15 billion to more than $30 billion, according to an analysis of 32 companies from The Informationâs Generative AI Database.One problem: OpenAI and Anthropic make up nearly 85% of that revenue, while the top 10 companies by revenueâOpenAI, Anthropic, Cursor, Cognition, ElevenLabs,... Read more âș
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Last November, during one of Nvidia CEO Jensen Huangâs five visits to Taiwan last year, he and CC Wei, CEO of Taiwan Semiconductor Manufacturing Co., met with reporters. Wei told the assembled media that Huang had come to ask for more chips, to which Huang, standing next to him, replied: âYes!â Huang wasnât the only U.S. tech executive making such requests. In recent months, Broadcom, which places manufacturing orders with... Read more âș
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OpenAI is Microsoftâs most important AI provider and its biggest cloud server customer. But as OpenAI does more business with Microsoftâs cloud rivals, Microsoft is doing more business with Anthropic, OpenAIâs archrival. Microsoft has quietly become one of Anthropicâs top customers and was recently on pace to spend nearly $500 million a year for Anthropic AI to power Microsoft products, according to a person with direct knowledge. At the same... Read more âș
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Chinese AI developer Zhipu on Wednesday released a new open-source AI image model trained entirely with chips from Huawei Technologies. The move is the latest example of how China is ramping up its effort to reduce its dependence on American AI chips and become more self-sufficient in critical ... Read more âș
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27.01.2026 16:00
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