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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.

By providing your email, you agree to The Information’s Privacy Policy

Recent Editions

Briefing

Nvidia Is Rethinking Its Revenue-Sharing Deals with Cloud Firms

Oct 5, 2026 · 2:56pm PDT
The program, which CFO Colette Kress spoke about during Nvidia’s last earnings call, could take a different form.
Briefing

Reflection AI Announces First Open Source Model, Beam

Oct 5, 2026 · 2:22pm PDT
The long-awaited model outperforms offerings from Thinking Machines and Nvidia but lags Chinese alternatives, according to Reflection.
Briefing

OpenAI Expands Visual Ads in ChatGPT and Moves to Help Advertisers Measure Their Impact

Oct 5, 2026 · 1:56pm PDT
Testing begins later this month in the U.S. with an initial group of advertisers.
Briefing

OpenAI Sent Letter to New York City Council Recommending Safeguards Against AI Risk

Oct 5, 2026 · 8:48am PDT
The letter came ahead of a hearing by New York City Hall with testimony from AI whistleblowers and policy leaders from OpenAI, Anthropic, Google and Meta.
Briefing

Musk to Change SpaceXAI’s Name to SpaceXSI

Oct 4, 2026 · 9:47am PDT
Musk had already signaled his agreement with President Trump's preference for SI, rather than AI.
Briefing

National Intelligence Director Jay Clayton Will Lead AI Task Force

Oct 4, 2026 · 5:34am PDT
Vice chairs will include Defense Undersecretary Emil Michael and Federal Trade Commission Chairman Andrew Ferguson.
Briefing

Exclusive: Crypto Custodian Anchorage Digital Lays Off 17% Staff

Oct 2, 2026 · 10:49am PDT
Anchorage Digital, the first federally chartered U.S. digital-asset bank, was valued at $4.2 billion in February.
Briefing

Lambda Secures $1 Billion GPU Loan

Oct 2, 2026 · 10:17am PDT
The fixed-rate facility carries an interest rate of 6.78% and will finance more than 30,000 Nvidia GPUs.
Briefing

Amazon Pledges To Give Up NDAs, Give Back $1 Billion To Communities In Data-Center Buildout

Oct 2, 2026 · 7:20am PDT
CEO Matt Garman gave the pledge in a full-throated defense of the importance of AI data centers.
Briefing

Microsoft Debuts Voice AI to Compete with ElevenLabs

Oct 2, 2026 · 4:15am PDT
Microsoft also plans to sell the new voice model to developers of AI apps.
Briefing

Neocloud Backed by Chinese Tech Giants Files for IPO

Oct 2, 2026 · 2:00am PDT
Shanghai’s Infinigence AI is among a growing number of companies supplying critical computing resources to power AI development.
Briefing

U.S. Arrests Man for Smuggling Nvidia Chips to China

Oct 2, 2026 · 12:55am PDT
Smuggling of advanced Nvidia chips into China has become a complex multinational enterprise despite Washington’s crackdowns.
Briefing

Chinese State-Backed Firm Funded Purchase of Nvidia Chips

Oct 2, 2026 · 12:49am PDT
Government funds are helping China access advanced Nvidia chips, even as Beijing pushes for the adoption of more domestic chips.
Briefing

OpenAI Fires Three Safety Researchers

Oct 1, 2026 · 12:31pm PDT
Company says the employees mishandled sensitive information in a way that violated policy.
Briefing

Federal Court Dismisses Publishers’ Suits Over Google’s AI Overviews

Oct 1, 2026 · 11:24am PDT · 1 comment
In separate lawsuits last year, both firms alleged that AI Overviews siphoned traffic from their sites and cut affiliate revenue.
Briefing

Exclusive: Nvidia, SoftBank Make Final $20 Billion Investment in OpenAI’s Last Round

Oct 1, 2026 · 11:15am PDT
Nvidia and SoftBank have each made the final $10 billion investment in each of their $30 billion pledges to OpenAI’s last funding round.
Briefing

Sharon AI Announces $356 Million GPU-Backed Loan

Oct 1, 2026 · 9:32am PDT
The senior secured facility carries an interest rate of 9.95% before fees.  
Briefing

Data Center Infra Provider Accelevation Sinks In Post-IPO Trading

Oct 1, 2026 · 9:28am PDT
The company priced shares below their marketed range earlier this week.
Briefing

OpenAI Accuses Moonshot of Distillation Campaign

Oct 1, 2026 · 1:37am PDT
As Chinese models become more powerful, OpenAI and Anthropic are amping up their criticism of Chinese labs for alleged distillation.
Briefing

Revenue Quintupled at AI Memory Maker Micron

Sep 30, 2026 · 4:46pm PDT
Micron’s gain is everyone else’s pain.
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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