Oracle Says Its AI Cloud Customers Might Bring Their Own Server Chips
The Information first reported that OpenAI was in talks to lease Nvidia chips rather than buy them outright.
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Oracle Burned $10 Billion as AI Investments Rise, Shares Fall 11%
The cash burn, unprecedented in Oracle’s history, has prompted the firm to borrow heavily for such projects.
Pinterest Saving 90% on AI Models Through Open Source, Ready Says
Ready said that other CEOs had complained they were spending heavily on "off the shel proprietary software" and weren't getting "the return on investment that they need."
Google Announces AI Partnerships Pilot with News Publishers
The deals will result in new features in Google News, including AI-generated article overviews on the publications’ Google News pages and audio briefings.
China Weighs Nvidia Chip Purchase in Emergency Meetings With Tech Companies
President Trump’s decision to allow the export of Nvidia’s advanced H200 chips to China has complicated Beijing’s push for domestic AI chips.
Nvidia Builds Technology That Could Help Fight Chip Smuggling
A software feature using the technology could help identify banned AI chips smuggled into China.
Amazon Plans to Invest $35 Billion in India by 2030
U.S. tech giants have announced tens of billions of dollars in investments into the South Asian country.
Former Slack CEO Denise Dresser to Join OpenAI as Chief Revenue Officer
Dresser will be responsible for OpenAI’s revenue strategy for business customers
SpaceX on Track to Generate $15 Billion in Revenue This Year
The Elon Musk-led space firm is also expecting to bring in $22 billion to $24 billion next year, according to Bloomberg.
Brookfield, Qatar Form $20 Billion AI Data Center Joint Venture
The venture follows similar moves by Saudi Arabia and the United Arab Emirates to build AI data centers and promote regional adoption.
Analyst Says Trump Approval for Nvidia Sales to China Not Done Deal
Among the big questions is whether the Chinese government will allow local companies to buy Nvidia's advanced chips.
Klaviyo Adds Co-CEO As Founder Focuses on AI
Chano Fernandez was previously co-CEO at Workday and has been on Klaviyo’s board since 2023.
Skild AI Said in Talks to Raise at $14 Billion Valuation
The valuation is the latest example of investor enthusiasm for humanoid robots and AI to power them.
Tiger Global Launches $2.2 Billion Fund
Tiger has a new private investment fund to continue making bets like Waymo, OpenAI.
Instacart Launches ChatGPT App With Instant Checkout Feature
Instacart was an early partner to OpenAI on its Operator agent.
Google AI Glasses Expected to Launch Next Year
Google's glasses, in collaboration with Samsung, Warby Parker and Gentle Monster, include an audio-focused model and one with a built-in display screen.
OpenAI’s ChatGPT Holds Onto Repeat Users as Download Share Dips
People are using the ChatGPT mobile app three times more per day than Gemini users, according to data from intelligence firm Sensor Tower
Trump to Let Nvidia Sell Advanced AI Chips to China
The decision is a win for advisers such as David Sacks.
Ellisons’ Paramount SkyDance Make $108 Billion Tender Offer for Warner
Paramount has the advantage that it will likely find it easier to get its purchase approved by the government than Netflix would.
IBM Agrees to Buy Confluent for $11 Billion
The AI boom has boosted companies’ need to get access to real-time data.
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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