Meta Strikes Six-Gigawatt Compute Deal with AMD
The deal illustrates how the tech industry’s appetite for chips has been a boon to firms like Nvidia and AMD, neither of which can supply enough chips for AI.
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The Information AM
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Recent Editions
Oracle Shares Dip After Stargate Report
The Stargate joint venture floundered after its flashy announcement at the White House in January 2025.
Dario Amodei to Meet with Pete Hegseth Amid Anthropic-Pentagon Clash
Anthropic is asking the government for restrictions on its model being used for mass domestic surveillance and autonomous weapons use without humans involved.
Anthropic Employee Share Sale Said to Reach $6 Billion
Investors recently valued Anthropic at $380 billion after the financing
IBM Stock Tanks After Anthropic Says Claude Code Can Modernize Legacy Code
Claude Code can update COBOL, which is still used by many banks and government agencies.
Exclusive: Cerebras Files Confidentially For a U.S. IPO
The re-filing follows a large sales agreement with OpenAI.
Trump-Linked Stablecoin Briefly Dipped Below $1
Trump family-backed World Liberty said it suffered from a coordinated attack.
Shopify Shows Ads on Behalf of Its Merchants in ChatGPT
Other big advertisers like Target have arranged to show ChatGPT ads on behalf of smaller brands.
Uber to Buy Park App SpotHero
The Information first reported in December that Uber was considering an acquisition of SpotHero.
Anthropic Says Chinese Firms Used Claude Data to Improve Models
Anthropic accused Chinese model developers DeepSeek, Moonshot AI and MiniMax of using data from Anthropic’s Claude models to train and improve their own AI.
Elon Musk Says SpaceX is Cutting Starlink Prices
He made the comments in response to an article in The Information on the topic.
OpenAI Strikes Partnership With Consultants to Promote Agent Software
The offering will compete with similar tools from Microsoft, Salesforce, ServiceNow, Snowflake, and other tech giants fighting to control the agent management software layer.
Nvidia, MediaTek to Launch Chip for Consumer PCs This Year
The consumer-focused chips come after Nvidia and MediaTek built a similar chip together for AI developers and researchers last year.
Altman Says Data Centers in Space Idea is ‘Ridiculous'
Altman pointed out that AI chips break a lot and it was unclear how they could be fixed in space.
Trump Calls on Netflix to Fire Director Susan Rice
Trump's threat could complicate Netflix's hopes of winning regulatory approval for its purchase of Warner Bros. Discovery's streaming operations and film studio.
OpenAI Raises Revenue, Cash Burn Outlook, Falls Short on Margins
OpenAI forecast steeper revenue growth and higher cash burn.
Anthropic’s New Security Tool Sends Cyber Stocks Reeling
Up until Friday, cybersecurity stocks had been less affected by the software stock selloff.
Phil Spencer Steps Down as Xbox CEO; Xbox President Bond to Depart
Microsoft executive Asha Sharma has been tapped as Xbox’s new chief.
OpenAI Plans AI-Powered Speaker, Priced at $200 to $300
The speaker is one of a number of potential designs, including smart glasses and a smart lamp, the company has come up with.
Amazon, Shopify Shares Rise After Supreme Court Strikes Down Trump Tariffs
Investors had worried the tariffs would result in higher prices for consumers and weigh on the companies' margins.
Weekday mornings
The Information AM by The Information Staff
Start your morning with the important global tech news of the day, covered by The Information team across five time zones.
By providing your email, you agree to The Information’s Privacy Policy