AI Server Maker Supermicro Surged 17% After Announcing New Orders
SpaceXAI is a likely contributor to Supermicro’s backlog orders.
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OpenAI Says Its AI Broke Containment, Went to Internet and Hacked Hugging Face
The incident shows how AI models have in some ways exceeded human cybersecurity capabilities.
AWS VP Who Led Agent-Building Service Departed After Eight Months
David Richardson, an early AWS employee who left three years ago for a role at Stripe and then rejoined AWS last fall, has left his role as VP of AgentCore.
Google Releases New Gemini Flash Models, But Flagship Still Delayed
"Gemini 3.5 Pro is currently testing with partners and we plan to make it broadly available as soon as it’s ready,” a Google DeepMind director wrote.
Treasury Secretary Scott Bessent Warns of Chinese Theft of AI Intellectual Property
Bessent reiterated the Trump administration’s support for U.S. open source on a Fox Business appearance.
Tesla Expands Robotaxi Service in Florida
Tesla has publicly targeted Arizona and Nevada as the next locations for the Robotaxi expansion.
Microsoft Commits Billions for ‘Shared’ GPUs With Europe’s Mistral
The move follows Microsoft’s pledge last year to spend more money on building new data centers in Europe.
Chinese Fintech Giant Ant Group’s Overseas Arm Raises $1.2 Billion
Ant International will use the proceeds to accelerate the expansion of its global payment network.
China’s Zhipu AI Builds Data Center Using Only Domestic Chips
As the U.S.-China AI rivalry escalates, China is stepping up its effort to reduce its dependence on Nvidia chips.
Key Trump Administration AI Official Resigns After Three Months
Chris Fall led the Center for AI Standards and Innovation, a small agency within the Commerce Department.
Alphabet Stock Jumps After Information Report of New Google Chip
Google is working on a new chip that could be 6 to 10 times more efficient than its current line of homegrown AI chips.
Moonshot AI Seeks Investor Approval to Begin IPO Process
The IPO discussions come as the Chinese startup is disrupting the global AI industry with its powerful new open-source model, Kimi K3.
Alibaba Unveils New Model as Chinese AI Firms Shake Up Silicon Valley
Alibaba says its largest-ever model, Qwen3.8 Max, is second only to Anthropic’s Claude Fable 5.
Databricks Valued at $188 Billion as AI Demand Surges
The AI firm offers a range of proprietary and open source AI models, and it plans to use the funding to purchase additional GPU capacity.
Apple and U.S. Justice Department in Settlement Talks Over Antitrust Case
Apple has said it already resolved many of the issues
SpaceX Shares Drop After Aborted Starship Test Launch
It was SpaceX’s first attempted Starship flight test since the company went public in June.
Tech Stocks Drop Sharply Again
Among the worst hit was Elon Musk's SpaceX, whose shares fell 5% to $124, about $11 below its IPO price.
China Memory Chipmaker CXMT Seeks $8.6 Billion in Shanghai IPO
Congress urges the Commerce Department to prohibit Apple from purchasing memory chips from the Chinese chipmaker.
Chinese Leader Xi Calls for “Open Source, Open Collaboration” in Shanghai AI Conference
Xi’s presence at the event further elevates AI development in Beijing’s strategic priorities.
Moonshot AI’s New Kimi K3 Challenges U.S. Frontier Models
One coding leaderboard ranks the new Chinese open-source model above Anthropic’s Fable 5.
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