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The Information
Ann Gehan @ The Information · 01/08/2026 09:00 EDT

OpenAI’s Shopping Ambitions Hit Messy Data Reality

OpenAI’s efforts to turn ChatGPT into a go-to personal shopper are off to a slow start. Challenges with wrangling product data mean in-app checkouts aren’t yet widely available to the millions of shops that OpenAI said in September would soon be coming to ChatGPT. OpenAI and its early partners, Shopify and Stripe, have been working on ways to better standardize and share merchants’ product information in order to expand the... Read more â€ș

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The Information
Jing Yang @ The Information · 01/08/2026 03:41 EDT

Nvidia Faces Hurdle to sell H200 in China, Requires Strict Payment Terms

The Chinese government has in recent days told companies to temporarily halt plans to buy Nvidia’s H200 AI chips, throwing up a possible roadblock in Nvidia’s hopes of restarting chip sales to one of its biggest markets, The Information reported on Wednesday. The instruction came roughly a month ... Read more â€ș

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The Information
Martin Peers @ The Information · 01/07/2026 20:00 EDT

Nvidia’s China Business Still Hostage to Geopolitics

Nvidia CEO Jensen Huang must feel like a child whose parents are perpetually at war. Weeks after he glimpsed a chance to resume sales of AI chips to China—thanks to approval from President Donald Trump—China has said, “Not so fast.” As our Hong Kong reporter Qianer Liu scooped today, the Chinese government has asked local tech companies to temporarily halt any plans to buy Nvidia’s H200 chips. China may yet... Read more â€ș

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The Information
Sri Muppidi @ The Information · 01/07/2026 19:04 EDT

OpenAI Reserves $50 Billion for Stock Grant Pool

OpenAI last fall set aside an employee stock grant pool worth 10% of the company, which was valued in October at $500 billion, according to two people with knowledge of the plans. The $50 billion pool of restricted stock units should last for roughly five years and should rise in value as the company’s private share price continues to increase. The employee stock grant pool, which hasn’t previously been reported,... Read more â€ș

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The Information
Anissa Gardizy @ The Information · 01/07/2026 18:13 EDT

Microsoft Data Center Construction Executive Departs

Microsoft executive Jennifer Weitzel, who oversaw the firm’s development of data centers for AI, left the company less than a year after starting her second stint at the company, according to someone with knowledge of the departure and her LinkedIn profile. Weitzel led the engineering, ... Read more â€ș

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The Information
Martin Peers @ The Information · 01/07/2026 17:44 EDT

Google Passes Apple to Become Second Most Valuable Company

Google’s parent Alphabet on Wednesday passed Apple in market capitalization to become the second most valuable company in the world, worth $3.885 trillion, compared to Apple’s value of $3.846 trillion. Nvidia, worth $4.595 trillion, is far and away the most valuable firm. Google shares have been ... Read more â€ș

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The Information
Rocket Drew @ The Information · 01/07/2026 17:34 EDT

Musk Lawsuit Against OpenAI Headed to Trial

Several of Elon Musk’s legal claims against OpenAI will go to a jury trial, the judge overseeing the lawsuit said in a federal courtroom in Oakland, Calif. on Wednesday. The trial is scheduled for the spring. Lawyers for OpenAI had asked the court to dismiss the claims on legal grounds, but ... Read more â€ș

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The Information
Erin Woo @ The Information · 01/07/2026 17:14 EDT

Character.AI, Google Agree to Settle Lawsuits over Teen Suicides

The chatbot startup Character.AI and Google have reached agreements to settle multiple lawsuits brought by families who alleged that Character’s chatbots contributed to their children killing or harming themselves, according to court papers filed this week. In the highest profile case, Megan ... Read more â€ș

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The Information
Michael Roddan @ The Information · 01/07/2026 17:09 EDT

Trump-backed World Liberty Applies For Bank Charter

The Trump family-founded crypto venture World Liberty Financial has applied to the federal government for a national trust bank charter, the company said in a statement. The easing regulatory landscape for crypto firms ushered in by the second Trump administration has spurred a number of ... Read more â€ș

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The Information
Michael Roddan @ The Information · 01/07/2026 17:00 EDT

JPMorgan To Acquire Apple’s Credit Card Program 

JPMorgan has struck a deal to replace Goldman Sachs as the provider of Apple’s credit card program, The Wall Street Journal reported. The largest U.S. bank will take over about $20 billion in customer balances from Goldman at a slight discount, which is rare for branded credit card programs, the ... Read more â€ș

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The Information
Kevin McLaughlin @ The Information · 01/07/2026 15:45 EDT

Intel Shares Jump After Exec Reveals New Gaming Chip, Software

Intel shares jumped around 10% today after one of its executives revealed yesterday at the Consumer Electronics Show that the chipmaker is developing a bespoke gaming chip and software for mobile gaming devices, according to Yahoo Finance. It’s not clear exactly what investors are reacting ... Read more â€ș

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The Information
Miles Kruppa @ The Information · 01/07/2026 14:16 EDT

KKR Invests $1.5 Billion in European Data Center Company

European data center developer Global Technical Realty raised $1.9 billion from private investment firms KKR and Oak Hill Capital as it looks to expand across the continent. KKR invested $1.5 billion in the round of funding, mostly from its Global Infrastructure strategy, the firm said ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 01/07/2026 14:11 EDT

OpenAI Preps Personal Health Features in ChatGPT

In its push to make ChatGPT a “personal super assistant” and stay ahead of rivals, OpenAI is developing new features that aim to turn the chatbot into a personal health hub. One feature would let people use ChatGPT to analyze data contained in their personal health apps and wearable devices, such as an Oura ring, Apple Watch or Whoop bracelet, according to two people who have seen designs for the... Read more â€ș

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The Information
Sri Muppidi @ The Information · 01/07/2026 13:33 EDT

Anthropic to Raise $10 Billion at a $350 Billion Valuation

Anthropic has told potential investors it is planning to raise $10 billion at a valuation of $350 billion, according to a person familiar with the discussions. The valuation nearly doubles that of its last round in September. Singapore sovereign wealth fund GIC and Coatue Management are planning ... Read more â€ș

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The Information
Amir Efrati @ The Information · 01/07/2026 11:00 EDT

Nvidia CEO Says Groq Didn’t Have a ‘Nook and Cranny to Fit Into’

Before we get to today‘s column, you should check out our scoop this morning that the Chinese government has asked local companies to hold off ordering Nvidia’s H200 chips. It‘s the latest move in the geopolitical chess match that governs Nvidia’s China business. Meanwhile, Nvidia CEO Jensen Huang has finally given investors a partial explanation for his company’s $20 billion Christmas Eve shocker deal to hire the team behind AI... Read more â€ș

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The Information
Ken Brown @ The Information · 01/07/2026 11:00 EDT

AI Could Be a Money Pit for Individual Investors

What’s the best way for an individual to invest in AI? That’s what some relatives asked me over the holidays. The question is particularly relevant right now. Anthropic could go public this year, and OpenAI could follow, meaning individual investors could have access to two of the rare pure-play AI stocks. That would be a big change from right now, when the only way to invest in some of the... Read more â€ș

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The Information
Qianer Liu @ The Information 3 place · 01/07/2026 10:38 EDT

China Tells Tech Companies to Halt Nvidia H200 Chip Orders

The Chinese government this week asked some tech companies to temporarily halt plans to buy Nvidia’s H200 AI chips, according to two people involved in the communication, throwing up a possible roadblock in Nvidia’s hopes of restarting chip sales to one of its biggest markets. The instruction came roughly a month after President Donald Trump said he would allow Nvidia to sell H200s to China, marking the biggest rollback of... Read more â€ș

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The Information
Jing Yang @ The Information · 01/07/2026 09:00 EDT

Ant Builds a Mobile Payment Network as an Alternative to Visa, Mastercard

Five years after the Chinese government quashed Ant Group’s plans for what would have been the world’s largest initial public offering, the Chinese fintech giant has built a fast-growing international business. That offshoot runs a global payment network for digital wallets that could one day be a formidable alternative to Visa or Mastercard. Ant International increased revenue between 20% and 25% in 2025 to an estimated $3.7 billion, according to... Read more â€ș

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The Information
Qianer Liu @ The Information · 01/07/2026 04:38 EDT

Samsung Says Rising Memory Costs May Drive Up Consumer Product Prices

Samsung Electronics expects memory chip supply shortages to drive up prices across the electronics industry, including potentially for its own consumer products, according to the company’s head of global marketing, Wonjin Lee. Lee said in an interview with Bloomberg that memory prices are rising ... Read more â€ș

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The Information
Qianer Liu @ The Information · 01/07/2026 04:34 EDT

Nvidia CEO Says Chinese Demand for H200 Chips “Quite High”

Nvidia CEO Jensen Huang said on Tuesday that Chinese demand for the company’s H200 AI chips is “quite high” and that purchase orders from local tech firms will be the clearest signal of Beijing’s approval, The Wall Street Journal reported. At the Consumer Electronics Show, Huang told reporters ... Read more â€ș

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