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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.

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Recent Editions

Briefing

President Trump Announces ‘Super Intelligence’ Accord, Renames AI

Sep 29, 2026 · 3:36pm PDT
The joint commitment from OpenAI, Anthropic and others includes broad agreements around internal controls and auditing.
Briefing

Google, Microsoft Join Industry Group to Standardize Enterprise Data For AI

Sep 29, 2026 · 1:42pm PDT
The search and cloud provider becomes the latest major software company to join Apache Ossie, an industry group working to help AI tools access data.
Briefing

OpenAI Announces ‘Dots’ Agents at DevDay

Sep 29, 2026 · 11:07am PDT
The ChatGPT maker also released its latest model, GPT-6.1 Sol.
Briefing

OpenAI in Early Talks to Raise $30 Billion Before an IPO

Sep 29, 2026 · 10:57am PDT
Investors' interest in OpenAI comes before an expected IPO in 2027.
Briefing

Meta Adapts Muse Agent For Small Businesses

Sep 29, 2026 · 9:09am PDT
The adaption adds integrations with Slack, QuickBooks, Zoom and other workplace tools, allowing small businesses to manage operations across multiple apps in one place.
Briefing

OpenAI Nears $70 Billion in Annualized Revenue

Sep 29, 2026 · 8:44am PDT
Its revenue pace has grown around 70% from the beginning of the third quarter.
Briefing

Anthropic Discloses up to $84.5 Billion in SpaceX Compute Agreements

Sep 29, 2026 · 8:24am PDT
SpaceX previously said it had an agreement with Anthropic to lease the company up to nearly $45 billion worth of computing capacity earlier this year.
Briefing

Amazon Looks to Further Automate Media Buying With New Agentic Tools

Sep 29, 2026 · 7:23am PDT
Using AI to Automate Buying Media Across a Variety of Channels is popular at Google, Meta
Briefing

Oura Postpones IPO, Citing “Uncertainty” in IPO Market

Sep 29, 2026 · 4:58am PDT
Oura, which was due to go public this week, had faced skepticism in the market.
Briefing

Samsung Invests $1 Billion in KKR-Backed AI Infrastructure Firm Helix

Sep 29, 2026 · 12:21am PDT
Soaring AI demand has prompted tech companies, energy providers and investment firms to collaborate on infrastructure deals and projects.
Briefing

Anthropic’s Confidential Filing Reveals Customer Concentration

Sep 28, 2026 · 8:21pm PDT · 1 comment
Anthropic said nearly a quarter of its $4.6 billion in revenue last year came from just two customers.
Briefing

OpenAI Will Not Ship GPT-6.1 Astra Due to Safety Concerns

Sep 28, 2026 · 4:53pm PDT
Safety leaders Saachi Jain and Mia Glaese recommended the move.
Briefing

Startup NinjaTech AI Takes Aim at Agent Sticker Shock 

Sep 28, 2026 · 3:42pm PDT
Major cloud providers have started to offer tools that help companies better gauge the costs of using long-running agents, and now startups are following suit.
Briefing

Manus Unveils New Personal Agent App in Challenge to Meta’s Muse

Sep 28, 2026 · 3:23pm PDT
The China-founded startup also said it plans to develop products for the Chinese market.
Briefing

AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion

Sep 28, 2026 · 1:34pm PDT · 3 comments
Andreessen Horowitz is the largest shareholder in World Labs, owning nearly 14% of the company, according to a person with knowledge of the investment.
Briefing

Florida AG Seeks to Bar OpenAI from Developing New Models Without Guardrails

Sep 28, 2026 · 11:49am PDT
Florida’s state Attorney General asked the court for a temporary injunction and called for OpenAI to join the ask.
Briefing

Exclusive: Instinct Hires Coatue’s Schwerin as Chief Business Officer

Sep 28, 2026 · 11:39am PDT
Instinct said Monday it had raised $1 billion at a $10-billion valuation.
Briefing

Nvidia Authorizes $150 Billion Stock Buyback Increase, Largest In History

Sep 28, 2026 · 8:48am PDT
The move indicates that Nvidia believes it can both invest heavily in its ecosystem and return cash to shareholders.
Briefing

Nvidia Releases Products To Stop AI From Going Rogue

Sep 28, 2026 · 8:47am PDT
CEO Jensen Huang said AI’s “full promise” can only be realized when people are confident AI is running safely.
Briefing

Exclusive: LiveRamp Expands OpenAI Partnership to Let Brands Target ChatGPT Ads

Sep 28, 2026 · 8:43am PDT
LiveRamp was among the first outside ad tech companies to work with OpenAI after ChatGPT began testing ads in February.
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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