SpaceX Agrees to Pay $40 Billion to Lease Chips from Apollo
The deal is the latest tie-up between a Muck controlled company and the asset manager.
Weekday mornings
The Information AM
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
Microsoft Offers Buyouts to 60,000 Employees
The buyout offers represent one of the largest potential staff reductions among large tech firms in recent history.
Anthropic Publicly Files S-1 for Its Planned IPO
Filing of the preliminary prospectus on Monday sets the stage for the AI giant to public in mid-November
Meta Plans to Raise Up To $95 Billion for AI Through Equity Sales
Company plans $35 billion in underwritten public offerings and $60 billion in at-the-market stock sales.
Moonshot AI Launches New Kimi K3.1 Pro Model
The new model cements Moonshot’s position as a leader among Chinese labs offering highly competitive open-source models.
AWS Largely Sold Out Of Capacity Into 2028, Jassy Says
Jassy also said chipmaker Annapurna Labs might be Amazon's best acquisition ever
Instacart Shares Rally 10% After The Information Reports Sale Talks
Any sale would need to surmount antitrust hurdles.
U.S. Treasury Proposes to Widen Outbound Investment Restrictions for China and Other Countries
The proposed regulation expands existing restrictions in AI and semiconductors and adds two new sectors.
DeepSeek Raises Nearly $16 billion in Second Funding Round
The amount is roughly double the company’s first funding round that closed in June.
OpenAI Fundraising Round Set to Close Soon With UAE Investors, Coatue Leading Investment
The company is aiming to raise $30 billion at a $1.25 trillion pre-money valuation.
Exclusive: Physical AI Startup Tractian Becomes a Unicorn
Company adds sensors to equipment to capitalize on AI’s ability to cheaply analyze a variety of data.
Google To Pay Homes and Businesses To Curb Energy Usage
The company is partnering with Voltus to create a 1 gigawatt “virtual power plant”
OpenAI Had Numerous Vulnerabilities Its AI Could Exploit, Evaluators Find
AI safety researchers from nonprofits METR and Redwood Research found the vulnerabilities during a three-week pilot with OpenAI.
Nvidia’s Powerful B300 Chips Spotted on Chinese State-Owned Network
Security firm Lava traced 32 Blackwell Ultra B300 chips to China Telecom’s network through unprotected monitoring systems, raising fresh doubts about U.S. export controls
Zuckerberg’s Wealth Tax Concerns Shaped Meta’s Stock Overhaul
An SEC filing reveals how California’s Proposition 40, along with expectations of huge capital needs, factored into Meta’s creation of a new share class.
Microsoft Warns of Chinese State-Linked Cyberattacks Powered by AI Agent
The perpetrator used Chinese AI agent Artex to automate attacks against hundreds of organizations around the world, Microsoft says.
Tesla Shares Fall 3% After Cutting Capital Spending
CEO Elon Musk declined to discuss a potential merger of Tesla with SpaceX
OpenAI Asks Gov. Newsom to Strengthen AI Regulations
In a letter sent to the California governor, the AI company urges an amendment to the state’s AI transparency law known as SB53 to strengthen safety and cybersecurity regulations.
Microsoft Nominates Stripe Co-founder to Board, Lowers Nadella Pay 6%
Nadella is still among the highest paid CEOs.
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