Oracle to Raise Up to $50 Billion For Cloud Expansion
Notably, Oracle said the new funding wouldn’t just go toward data center capacity for OpenAI.
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
U.A.E. Firm Quietly Bought 49% Stake In Trump Crypto Firm
An entity linked to a member of the United Arab Emirates royal family secretly purchased 49% of President Trump’s family’s crypto company.
SpaceX Seeks FCC Approval to Launch 1 Million Satellites For Orbital Data Center
The SpaceX filing did not include details such as the size of the satellites, their cost, or when they would be launched.
Google’s World-Generating AI Product Causes Selloff in Videogame Stocks
Here's more proof that equity investors are highly sensitive to AI threats.
Nvidia CEO Confirms New Investment in OpenAI, ‘Probably the Largest We Have Ever Made'
As The Information reported Wednesday, Nvidia is in talks to invest up to $30 billion in OpenAI as part of an equity funding round.
ByteDance and Alibaba to Launch New Models in Race for AI Supremacy in China
The AI rivalry between the two Chinese tech giants is intensifying not only in model development but also in consumer apps and AI cloud services.
iPhone Demand Fuels Huge Growth for Apple’s Holiday Quarter
Memory supply may hit margins in the current March quarter
U.S. Regulator Plans New Prediction Market Rules
CFTC to withdraw Biden-era proposal that would ban political and sports contracts.
U.S. Lawmaker Says Nvidia Helped DeepSeek Develop Models
Michigan Rep. John Moolenaar said documents he requested from Nvidia show the firm helped DeepSeek with the "co-design of algorithms, frameworks, and hardware.”
Apple Acquires AI Startup For Silent Communication
FT reported the deal was worth close to $2 billion
OpenAI Said to Consider Eyeball Orbs to Keep Bots Off Social Media
OpenAI is developing humans-only social media.
C3.AI Jumps on Merger Report
The company is in talks to merge with privately owned Automation Anywhere, which would go public via the merger, The Information reported.
Fidelity to Launch Stablecoin
Fidelity becomes the first major brokerage to launch a stablecoin.
ServiceNow Shares Dip 7% on Sales Forecast, CEO Clarifies M&A Strategy
ServiceNow CEO Bill McDermott said his company's recent string of acquisitions isn't a sign that it can't expand its business with products developed in-house.
Microsoft Cloud Growth Slows, But OpenAI Fuels 60% Surge in Revenue Backlog
But Microsoft said it had $625 billion in remaining performance obligations, 45% of which are from OpenAI.
Meta Forecasts 73% Jump in 2026 Capex, 40% Rise in Expenses
Meta reported stronger than projected fourth quarter revenue of $59.8 billion, up 24% year on year.
Tesla Discloses $2 Billion xAI Investment as Profit, Revenue Continue to Fall
Total revenues fell 3% year-over-year to $24.9 billion, while net income fell 61% to $840 million.
China Approves First Batch of Nvidia H200 AI Chip Imports
China approved 400,000 of the H200 AI chips for major tech firms as Nvidia CEO Jensen Huang visits China.
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