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By The Information Staff

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Recent Editions

Briefing

OpenAI Memo Cites “Staggering” Demand for Joint AWS Product, Says Microsoft “Limited” Business

Apr 13, 2026 · 7:05am PDT
The forthcoming OpenAI-AWS joint product has raised concerns among senior Microsoft executives that it could run afoul of OpenAI’s deal with Microsoft.
Briefing

Tether Hires JPMorgan Executive for U.S. Stablecoin Expansion

Apr 13, 2026 · 6:04am PDT
Tether is expanding its US business, led by former White House crypto adviser Bo Hines.
Briefing

Altman Addresses Home Attack

Apr 12, 2026 · 5:55pm PDT · 1 comment
In a personal blog post, Altman noted rising criticism of the AI industry.
Briefing

OpenAI Stargate Execs to Join Meta’s New Compute Unit

Apr 10, 2026 · 8:40pm PDT · 1 comment
The executives will support the newly formed AI unit, TBD Lab.
Briefing

CoreWeave Strikes Multi-Year Deal with Anthropic

Apr 10, 2026 · 3:57pm PDT
CoreWeave says it will provide compute to Anthropic starting later this year
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Hong Kong Approves StanChart-Led Group, HSBC to Issue Stablecoins

Apr 10, 2026 · 2:49pm PDT
Two banks will issue Hong Kong dollar-pegged stablecoins in the second half of 2026.
Briefing

Tesla Can Sell Driving Software in Netherlands in Step Toward EU-Wide Sales

Apr 10, 2026 · 2:32pm PDT
The Netherlands is the first country in the EU to approve the driving software.
Briefing

Powell, Bessent Said to Invite Bank Leaders to Discuss Anthropic’s Mythos

Apr 9, 2026 · 9:43pm PDT
Anthropic has said the unreleased model has already found thousands of high-severity vulnerabilities.
Briefing

Exclusive: OpenAI Data Center Leaders Depart

Apr 9, 2026 · 6:58pm PDT
Hoeschele was on the original OpenAI Stargate team, which intended to help OpenAI build and operate its own data centers.
Briefing

Anthropic Considers Designing its Own Chip

Apr 9, 2026 · 6:07pm PDT
Developing in-house silicon would take significantly longer than striking additional cloud deals to ease its near-term compute constraints.
Briefing

Google Will Use Intel Chips in Data Centers

Apr 9, 2026 · 5:48pm PDT
The announcement is a win for Intel, which received a $9 billion investment from the U.S. last fall after its shares dropped more than 50% in 2024.
Briefing

OpenAI Tweaks AI Coding Agent Pricing Amid Rising Use

Apr 9, 2026 · 1:02pm PDT
Sellers of AI have been tweaking their pricing models to balance price against the high cost of running the software.
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Exclusive: Meta Reassigns Engineers to Improve AI Models

Apr 9, 2026 · 12:56pm PDT
The moves are aimed at helping Meta bring its models to state-of-the-art performance more quickly and “compete in the AI race.”
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Exclusive: Mercor Hit Over $1 Billion in Annualized Gross Revenue Before Breach

Apr 9, 2026 · 10:04am PDT
The growth occurred before the startup was impacted by a supply chain attack involving open-source project LiteLLM.
Briefing

CPU Startup SiFive Raises $400 Million

Apr 9, 2026 · 9:29am PDT
The SiFive funding round was led by Atreides Management with participation from Apollo Global Management, Nvidia and others.
Briefing

Amazon Considers Selling AI Chips Beyond AWS

Apr 9, 2026 · 9:19am PDT
Chips business hit an annual run rate of more than $20 billion.
Briefing

Meta Expands Cloud Deals With CoreWeave to $35 Billion through 2032

Apr 9, 2026 · 8:37am PDT
Earlier this year Meta signed a deal to spend up to $27 billion renting Nvidia chips from cloud provider Nebius.
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Unilever Acquires Supplement Startup Grüns

Apr 9, 2026 · 8:02am PDT
The deal comes just three years after the gummy vitamin startup was founded.
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Tesla Considers Producing Smaller, Cheaper SUV

Apr 9, 2026 · 7:08am PDT
The plan would be a serious reversal for Tesla—in 2024, CEO Elon Musk killed a plan for a $25,000 SUV to focus instead on robotaxis and humanoid robots.
Briefing

Alibaba Anonymously Launches New AI Video Model

Apr 9, 2026 · 3:27am PDT
The HappyHorse-1.0 model has topped an AI model leaderboard, beating ByteDance’s Seedance 2.0 model.