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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

Amazon Demands That Perplexity Blocks AI Agents From Browsing Its Site

Nov 4, 2025 · 11:48am PST
The claims mark an escalation of the tension between AI companies and retailers that want more control over how shoppers access their sites.
Briefing

BlackRock Fund Manager Kim Says Debt Will Fuel AI Spending

Nov 4, 2025 · 11:08am PST
Tech companies including Alphabet and Meta Platforms have raised tens of billions of dollars from bond offerings in recent weeks.
Briefing

Sequoia’s Botha Passes Top Job to Lin, Grady

Nov 4, 2025 · 11:04am PST
Botha steps down after a navigating the firm during the post-pandemic aftermath and the rise of AI.
Briefing

Google Cloud VP Says AI Pricing Models Will Vary

Nov 4, 2025 · 10:53am PST
Google launched an enterprice-focused version of its AI products about a month ago.
Briefing

Spotify Reports Higher Revenue Despite Ad Decline

Nov 4, 2025 · 7:45am PST
Overall revenue is up on subscription revenue
Briefing

Shopify Continues to Boost Revenue, Shares Fall on Increased Costs

Nov 4, 2025 · 7:06am PST
The e-commerce software maker saw gross margins dip in part because of higher costs related to AI usage.
Briefing

Norway’s Sovereign Wealth Fund to Vote Against’s Elon Musk’s Tesla Pay Package

Nov 4, 2025 · 6:54am PST
Norges Bank owns a 1.1% stake in Tesla valued at about $17 billion, making it the company’s seventh-largest shareholder.
Briefing

Uber Reports Accelerating Growth, Led by Delivery Business

Nov 4, 2025 · 6:38am PST
Uber's CEO says markets where Uber offers Waymo rides are growing faster than other U.S. markets.
Briefing

Cipher Mining Inks Multi-Billion Deal to Provide AI Data Centers to AWS

Nov 3, 2025 · 3:32pm PST
Cipher Mining is gaining momentum in its pivot from bitcoing mining to AI data centers, as evidenced by a new 15-year leasing agreement with Amazon's cloud unit,
Briefing

Palantir Reports Booming U.S. Commercial Sales

Nov 3, 2025 · 3:26pm PST
Palantir’s sales to U.S. businesses hit $397 million in the third quarter, exceeding Wall Street’s expectations and growing 121% compared to the previous year.
Briefing

French Regulators Threaten to Ban Shein

Nov 3, 2025 · 2:23pm PST
The fast-fashion giant has attracted scrutiny from E.U. and U.S. regulators over its regulation of products sold on its site.
Briefing

White House Officials Advised Trump Against Raising AI Chip Exports With China

Nov 3, 2025 · 12:46pm PST
Nvidia Chief Executive Jensen Huang has been lobbying Trump on access to the Chinese market.
Briefing

Deel Hires New CFO, Replacing CEO’s Dad

Nov 3, 2025 · 11:43am PST
Global payroll startup Deel has hired a new chief financial officer.
Briefing

Microsoft to Spend Over $10 Billion to Rent Cloud Servers From Smaller Firms

Nov 3, 2025 · 11:05am PST
The moves come as Microsoft races to add more computing capacity to run artificial intelligence for itself and its customers.
Briefing

Elon Musk Shares New Targets for Tesla Robotaxi Deployments

Nov 3, 2025 · 8:26am PST
Musk said Tesla expects to deploy at least 1,000 Robotaxi vehicles in the San Francisco Bay Area, but it doesn't have regulatory approval to offer autonomous rides there.
Briefing

OpenAI, AWS Sign $38 Billion Cloud Deal

Nov 3, 2025 · 6:48am PST
The deal is OpenAI’s first with AWS as the startup moves quickly to rent servers equipped with Nvidia chips from a wide range of cloud providers.
Briefing

Exclusive: Kalshi Hires Ex-Uber Executive Tejwani as First CFO

Nov 3, 2025 · 5:00am PST
The prediction market would consider an IPO after hitting $5 billion valuation.
Briefing

OpenAI’s Revenue Could Reach $100 Billion in 2027, Altman Suggests

Nov 2, 2025 · 9:58pm PST
The company previously forecast reaching that milestone in 2028.
Briefing

Google Pulls AI Model Following Defamation Accusations

Nov 2, 2025 · 6:02pm PST
Senator Marsha Blackburn sent a letter accusing Gemma of fabricating rape allegations against her.
Briefing

White House Says China Will Drop Antitrust Probes Into U.S. Chip Companies

Nov 2, 2025 · 12:03pm PST
In recent months, China has opened antitrust investigations into both Qualcomm and Nvidia, among other companies, in what were seen as a move by China to increase pressure on the U.S. over trade.
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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