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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.

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Recent Editions

Briefing

Apple Finalizing Move to Google’s AI for Siri Revamp

Nov 5, 2025 · 12:12pm PST
Apple will pay Google $1 billion a year
Briefing

Amazon Sues Perplexity In Battle Over AI Agent Access

Nov 5, 2025 · 12:06pm PST
The fight between the two companies is one of the highest-profile conflicts over how AI agents can access websites on behalf of users.
Briefing

China’s Xpeng Aims to Mass Produce Humanoids by End of 2026

Nov 5, 2025 · 7:19am PST
The Chinese Tesla rival also plans to launch robotaxi models and start trial operations next year.
Briefing

China Bans Foreign AI Chips in State-Funded Data Centres

Nov 5, 2025 · 2:26am PST
Data centers less than 30% finished were told to remove overseas-made chips, which will threaten foreign chip suppliers’ China revenue, including Nvidia, AMD and Intel.
Briefing

Anthropic Projects $70 Billion in Revenue, $17 Billion in Cash Flow in 2028

Nov 4, 2025 · 7:48pm PST · 1 comment
The company expects to be cash flow positive as soon as 2027, three years earlier than OpenAI projected
Briefing

Trump Re-Nominates Elon Musk Ally to Lead NASA

Nov 4, 2025 · 3:42pm PST
Elon Musk nemesis Sean Duffy will continue to lead NASA until Isaacman is confirmed by the Senate.
Briefing

Exclusive: Humanoid Robotics Startup K-Scale to Shut Down After Exploring Sale to 1X, Bot Co.

Nov 4, 2025 · 3:34pm PST
The company said it intends to refund deposits for ordered robots.
Briefing

Pinterest Revenue Grows As It Fends Off Threats From AI, Tariffs

Nov 4, 2025 · 3:00pm PST
Shares tumbled on narrower guidance next quarter
Briefing

AMD Projects Much Slower AI Chip Revenue Growth Than Nvidia

Nov 4, 2025 · 2:27pm PST · 1 comment
Still, AMD gained some traction with major Nvidia customers in recent months.
Briefing

Amazon Demands That Perplexity Blocks AI Agents From Browsing Its Site

Nov 4, 2025 · 11:48am PST · 1 comment
The claims mark an escalation of the tension between AI companies and retailers that want more control over how shoppers access their sites.
Briefing

BlackRock Fund Manager Kim Says Debt Will Fuel AI Spending

Nov 4, 2025 · 11:08am PST
Tech companies including Alphabet and Meta Platforms have raised tens of billions of dollars from bond offerings in recent weeks.
Briefing

Sequoia’s Botha Passes Top Job to Lin, Grady

Nov 4, 2025 · 11:04am PST · 1 comment
Botha steps down after a navigating the firm during the post-pandemic aftermath and the rise of AI.
Briefing

Google Cloud VP Says AI Pricing Models Will Vary

Nov 4, 2025 · 10:53am PST
Google launched an enterprice-focused version of its AI products about a month ago.
Briefing

Spotify Reports Higher Revenue Despite Ad Decline

Nov 4, 2025 · 7:45am PST
Overall revenue is up on subscription revenue
Briefing

Shopify Continues to Boost Revenue, Shares Fall on Increased Costs

Nov 4, 2025 · 7:06am PST
The e-commerce software maker saw gross margins dip in part because of higher costs related to AI usage.
Briefing

Norway’s Sovereign Wealth Fund to Vote Against’s Elon Musk’s Tesla Pay Package

Nov 4, 2025 · 6:54am PST
Norges Bank owns a 1.1% stake in Tesla valued at about $17 billion, making it the company’s seventh-largest shareholder.
Briefing

Uber Reports Accelerating Growth, Led by Delivery Business

Nov 4, 2025 · 6:38am PST
Uber's CEO says markets where Uber offers Waymo rides are growing faster than other U.S. markets.
Briefing

Cipher Mining Inks Multi-Billion Deal to Provide AI Data Centers to AWS

Nov 3, 2025 · 3:32pm PST
Cipher Mining is gaining momentum in its pivot from bitcoing mining to AI data centers, as evidenced by a new 15-year leasing agreement with Amazon's cloud unit,
Briefing

Palantir Reports Booming U.S. Commercial Sales

Nov 3, 2025 · 3:26pm PST
Palantir’s sales to U.S. businesses hit $397 million in the third quarter, exceeding Wall Street’s expectations and growing 121% compared to the previous year.
Briefing

French Regulators Threaten to Ban Shein

Nov 3, 2025 · 2:23pm PST
The fast-fashion giant has attracted scrutiny from E.U. and U.S. regulators over its regulation of products sold on its site.
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
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