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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

Defense Secretary Hegseth Declares Anthropic Supply Chain Risk, Cutting It Off From Military Contractors

Feb 27, 2026 · 3:40pm PST
“Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic,” Hegseth said.
Briefing

Crypto VC Giant Paradigm Raising Up to $1.5 Billion for New Fund

Feb 27, 2026 · 3:33pm PST
The venture firm is expanding into AI, robotics with the new fund, WSJ reports.
Briefing

OpenAI Fires Employee for Prediction Market Trades

Feb 27, 2026 · 2:52pm PST
Markets about AI products have become common on Polymarket and Kalshi.
Briefing

Trump Directs Federal Agencies To Stop Using Anthropic’s AI

Feb 27, 2026 · 1:24pm PST
Trump’s statement came an hour before a deadline for Anthropic to agree to the Pentagon’s demands to make its AI available for “any lawful use” or face consequences.
Briefing

OpenAI to Raise an Additional $10 Billion in Funding From Financial Investors

Feb 27, 2026 · 10:56am PST
The additional funding will bring OpenAI's valuation, including the investment, to $850 billion.
Briefing

OpenAI Branches Out from Microsoft with New Products For Amazon’s Cloud

Feb 27, 2026 · 6:57am PST
Amazon will serve some new OpenAI applications on its cloud, but the AI models that power those applications will still run on Microsoft Azure.
Briefing

OpenAI Lines Up $110 Billion in Funding From Amazon, Nvidia, SoftBank

Feb 27, 2026 · 6:55am PST
OpenAI says more financial investors will likely join the round.
Briefing

xAI’s ‘Macrohard’ Chief Third Co-Founder to Leave This Month

Feb 27, 2026 · 6:30am PST
Toby Pohlen is the latest high level staffer to leave xAI in recent weeks, coinciding with its acquisition by SpaceX.
Briefing

Amazon and OpenAI Reach $50 Billion Investment Agreement

Feb 27, 2026 · 5:57am PST
OpenAI committed to using Amazon's Trainium AI chips and to making Amazon's cloud unit the exclusive "third party" cloud provider of OpenAI's AI management tool Frontier.
Briefing

Anthropic CEO Says Company Won’t Agree to Pentagon Demands

Feb 26, 2026 · 7:48pm PST
On Friday, Anthropic faces a deadline to agree to the Pentagon’s demands or potentially be forced to do so by law.
Briefing

Exclusive: Anthropic Says Daily Signups to Claude Chatbot Tripled Since November

Feb 26, 2026 · 4:13pm PST
Paid subscribers of Anthropic's Claude chatbot have more than doubled since October while free users have grown by 60% in the last month, the company said.
Briefing

CoreWeave Losses Top Analyst Expectations, Hurting Stock

Feb 26, 2026 · 2:22pm PST
CoreWeave’s results showed how cloud companies continue to struggle with the costs of setting up and leasing expensive AI chips.
Briefing

Intuit Stock Slips Despite Beating Revenue Forecast

Feb 26, 2026 · 2:19pm PST
Intuit's quarterly revenue grew two percentage points faster than its prior projection for the period.
Briefing

Block Cuts Workforce by 40% in AI Bet

Feb 26, 2026 · 2:07pm PST
Block plans to cut its 10,000-strong workforce to under 6,000 employees.
Briefing

U.S. Regulator Proposes Tightening Stablecoin Yield Ban

Feb 26, 2026 · 11:05am PST
The proposal would likely draw pushback from crypto companies.
Briefing

Thrive Capital’s Later Funds Outperform Early Vehicles

Feb 26, 2026 · 10:29am PST
Thrive's later funds have returned cash at an above average rate, despite venture-backed companies staying private longer.
Briefing

Netflix Drops Out of Bidding for WBD

Feb 26, 2026 · 10:24am PST · 1 comment
WBD's decision gives Netflix four days to raise its offer or walk away.
Briefing

DeepSeek Excludes Nvidia, AMD From Early Access to New Model

Feb 25, 2026 · 9:37pm PST
DeepSeek instead gave Chinese chip companies, including Huawei, early access to its upcoming V4 model.
Briefing

Amazon’s OpenAI Investment Could Link Funding to IPO or AGI

Feb 25, 2026 · 9:34pm PST
Amazon would invest $15 billion upfront, with an additional $35 billion tied to the achievement of the specific milestones.
Briefing

Exclusive: OpenAI Hires Meta AI Researcher Who Previously Led Apple’s Models Team

Feb 25, 2026 · 5:51pm PST
Ruoming Pang’s move to OpenAI follows a wave of departures from Meta’s AI team over the past year, though Meta also has hired people from OpenAI and others.
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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