Exclusive: Jefferies Hires Goldman Sachs’ Alex Tingle as Global Head of Digital Infrastructure Banking
Investment banks like Jefferies are ramping up their efforts to capitalize on a flurry of deals in data centers and infrastructure.
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The Information AM
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
Amazon Web Services Creates Forward Deployed Engineer Organization
The company will invest $1 billion and co-sell with other companies, like OpenAI and Anthropic
Stripe, Visa, Mastercard Join Consortium Launching New Stablecoin
Circle’s stock fell 13% after the news as competition increases.
Supermicro Office Raided in Taiwan as Chips Smuggling Probe Widens
The U.S. earlier charged individuals affiliated with Supermicro with helping smuggle chips into China.
Marc Andreessen, Blake Masters Appointed to Defense Department Policy Board
Andreessen’s VC firm Andreessen Horowitz has championed an investment strategy of backing startups developing tech that supports U.S. national interests.
Uber, Waymo End Robotaxi Partnership in Phoenix
Waymo will continue to offer rides to Phoenix residents via its own app.
Strategy Says It May Sell Up to $1.25 Billion of Bitcoin
Michael Saylor’s Strategy wants to turn around its stock with share buyback and bitcoin sales.
Rocket Lab announces deal to buy satellite company Iridium
The deal will make it easier for Rocket Lab to compete with SpaceX and its Starlink satellite network.
Comcast to Split into Two Companies
The split comes as Comcast stock is trading at its lowest point since 2014 and as merger activity in the film and TV market has intensified.
South Korea to Invest $880 Billion Into Chips, Robotics and AI Over 10 Years
The investment plan includes $518 billion into four memory chipmaking plants
Anthropic’s Mythos Spooked DeepSeek, Prompting Its $7.4 Billion Fundraising
DeepSeek’s expansion could be a tipping point in the global AI race, highlighting China’s push to narrow the gap with U.S. leaders like Anthropic.
Tencent Gets $3 Billion Worth of Memory Chip Supply from China’s CXMT
Tencent’s $3 billion agreement with memory chipmaker CXMT highlights how China’s biggest tech companies are turning to domestic suppliers under global memory shortage.
Firmus And Nvidia Partner On Massive Data Center Project In Indonesia
What’s different about this deal: hyperscalers like Microsoft and Google can’t be customers, and Nvidia will get a cut of the revenue.
Google Put Limits on Meta’s Use of Gemini Due to Capacity Constraints
Google restricted other clients as well and has since signed a deal to rent cloud computing capacity from Elon Musk's SpaceX.
Chinese AI Matches Mythos in Cybersecurity, Report Says
The researchers found that the new GLM-2 model from Z.ai can find bugs as well as Mythos, the Journal report said.
Coinbase Cuts AI Spending in Half As Usage Rises, Armstrong Says
Coinbase has experimented with open-weight models developed by Chinese AI firms.
White House lifts some export controls on Anthropic’s Mythos
The government will allow Anthropic to release its model to more than 100 U.S. institutions.
OpenAI Hires Apple Vision Pro and Smart Glasses Executive
The move represents the latest departure from Apple to the AI startup.
AWS Raises Prices for Some Nvidia Compute by 20%
It’s the latest company passing rising chip prices along to customers
OpenAI Releases GPT-5.6 to U.S. Government-Approved Customers
The move confirms The Information’s Thursday report that OpenAI will release the new models in a limited fashion over cybersecurity concerns.
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