Exclusive: Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia RivalrySave 25% and read more

The Information
Sign inSubscribe

    Data Tools

    • About Pro
    • The Executives Leading the Data Center Race
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List
    • Org Charts
    • The Information 50 2025
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Gigafactory Database

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Charts
  • Events
  • TITV
    • Directory

      Search, find and engage with others who are serious about tech and business.

    • Forum

      Follow and be a part of discussions about tech, finance and media.

    • Brand Partnerships

      Premium advertising opportunities for brands

    • Group Subscriptions

      Team access to our exclusive tech news

    • Newsletters

      Journalists who break and shape the news, in your inbox

    • Video

      Catch up on conversations with global leaders in tech, media and finance

    • Partner Content

      Explore our recent partner collaborations

      XFacebookLinkedInThreadsInstagram
    • Help & Support
    • RSS Feed
    • Careers
  • About Pro
  • The Executives Leading the Data Center Race
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List
  • Org Charts
  • The Information 50 2025
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Gigafactory Database

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
Deep Research
TITV
Tech
Finance
Weekend
Charts
Events
Newsletters
  • Directory

    Search, find and engage with others who are serious about tech and business.

  • Forum

    Follow and be a part of discussions about tech, finance and media.

  • Brand Partnerships

    Premium advertising opportunities for brands

  • Group Subscriptions

    Team access to our exclusive tech news

  • Newsletters

    Journalists who break and shape the news, in your inbox

  • Video

    Catch up on conversations with global leaders in tech, media and finance

  • Partner Content

    Explore our recent partner collaborations

Subscribe
  • Sign in
  • Search
  • Opinion
  • Venture Capital
  • Artificial Intelligence
  • Startups
  • Market Research
    XFacebookLinkedInThreadsInstagram
  • Help & Support
  • RSS Feed
  • Careers

In-depth insights in seconds. Ask Deep Research.

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

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
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.
Briefing

Kalshi Alleges MrBeast Editor Engaged in Insider Trading

Feb 25, 2026 · 4:16pm PST
Insider trading on prediction markets is on the rise.
Briefing

Chime Flags Profitability in 2026

Feb 25, 2026 · 3:44pm PST
The fintech banking company, which publicly listed last June, on Wednesday reported a full year loss of $1 billion.
Briefing

Nvidia Discloses $3.5 Billion in Data Center Lease Guarantees

Feb 25, 2026 · 3:15pm PST
Chipmaker provided the guaranties to "early-stage" companies but didn't disclose their identities.
Briefing

Snowflake Shares Dip on Slower Sales Growth Forecast

Feb 25, 2026 · 2:24pm PST
Database provider Snowflake is starting to see growing adoption of its AI products, but slowing sales growth forecasts may be a source of concern for investors.
Briefing

Salesforce Stock Slips 5% as Investors Wait For Its AI Products to Boost Growth

Feb 25, 2026 · 2:19pm PST
Investors have been waiting for Salesforce to show that its internal AI products will boost revenue.
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
1 2 3 4 5 … Next › Last »