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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.

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Recent Editions

Briefing

Anthropic Says It’s Buying 100% of Compute From xAI’s Colossus Data Center

May 6, 2026 · 10:18am PDT
SpaceX CEO Elon Musk said he’d agreed to the deal after spending time with the Anthropic team last week and that xAI would continue to train its models at its second data center in Memphis.
Briefing

Uber Reports Steady Growth in Revenue

May 6, 2026 · 8:38am PDT
Uber CFO Balaji Krishnamurthy said Uber had "re-upped our investment" in AI after underestimating the impact of AI.
Briefing

China’s National AI Fund in Talks to Invest in DeepSeek

May 6, 2026 · 1:14am PDT
DeepSeek’s first fundraising is now expected to value the firm at more than 300 billion yuan ($44 billion).
Briefing

AMD Shares Rise 16% As AI Hardware Growth Accelerates

May 5, 2026 · 9:42pm PDT
Nvidia may be growing much faster, but AMD's stock has soared this year compared to Nvidia's.
Briefing

Google in Talks With Blackstone, KKR to Distribute AI Models

May 5, 2026 · 6:40pm PDT
The private equity firms would give their portfolio companies access to Google’s models directly.
Briefing

Meta Is Building an AI Agent Called ‘Hatch’ and an AI Shopping Tool

May 5, 2026 · 4:51pm PDT · 1 comment
The efforts are key parts of CEO Mark Zuckerberg’s push to develop new products to deliver returns on Meta’s huge investments in AI.
Briefing

Brockman Says Elon Musk Does Not Know AI

May 5, 2026 · 4:36pm PDT
Musk did not recognize the potential of early versions of ChatGPT, Brockman said.
Briefing

Google DeepMind Employees Launch Unionization Effort, Citing Military AI Deals

May 5, 2026 · 4:09pm PDT
Workers said they were unionizing to end use of their technology by Israel, via the Project Nimbus cloud computing project, and the U.S. military.
Briefing

PayPal CEO Defends Keeping Venmo, Braintree Amid Sale Questions

May 5, 2026 · 2:20pm PDT
PayPal’s main businesses are “stronger together” because they have overlapping customers and technology, CEO argues.
Briefing

Microsoft Scraps AI Chatbot For Xbox, Shuffles Gaming Leadership

May 5, 2026 · 2:01pm PDT
Sharma is trying to win back gamers’ trust and reinvigorate Xbox sales, which fell 5% in the first quarter from a year earlier.
Briefing

ElevenLabs Hits $500 Million in Annualized Revenue, Adds Nvidia as an Investor

May 5, 2026 · 11:40am PDT
The AI voice startup said Tuesday it had surpassed $500 million in annualized recurring revenue, up from $350 million at the end of last year.
Briefing

Elon Musk’s Voting Control of SpaceX Jumped to 84%, New Filing Shows

May 5, 2026 · 11:35am PDT
Musk’s equity stake also grew to 42.5% from 41.5% over the same period, FCC documents show.
Briefing

U.S. Commerce Department Agency to Test Google, Microsoft, xAI Models

May 5, 2026 · 11:23am PDT
The new partnerships with Google, Microsoft and xAI will allow the Commerce Department to assess models before they are publicly available.
Briefing

Apple Looks to Diversify Chip Manufacturing with Intel and Samsung

May 5, 2026 · 11:11am PDT
Apple has faced chip supply constraints over last two quarters
Briefing

Shopify Shares Slide on Predicted Revenue Slowdown

May 5, 2026 · 8:31am PDT
The commerce giant said LLM costs had weighed on software margins.
Briefing

Coinbase to Cut 14% Jobs, Citing Market Conditions and AI

May 5, 2026 · 5:30am PDT
The job cuts will affect about 700 employees and eliminate “pure managers.”
Briefing

a16z Crypto Raises $2.2 Billion for New Fund

May 5, 2026 · 5:00am PDT
Andreessen Horowitz returned to the market with its first new crypto fund since 2022.
Briefing

ServiceNow Expects Revenue Will Double to $32 Billion by 2030

May 4, 2026 · 6:23pm PDT
The projection assumes that ServiceNow will succeed in its strategy of selling software for managing AI agents in addition to its current role of primarily helping companies track and manage IT issues.
Briefing

Bank Trade Groups Say Stablecoin Reward Compromise ‘Falls Short’

May 4, 2026 · 5:22pm PDT
The surprise statement shows banks are not yet satisfied with current bill language.
Briefing

AI Startup Sierra Says It’s Raising at Over $15 Billion Valuation

May 4, 2026 · 4:01pm PDT
The AI customer service agent startup said Monday it is raising $950 million in a funding round led by Tiger Global Management and Google Ventures.