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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.

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Recent Editions

Briefing

OpenAI to Open Office in South Korea

May 26, 2025 · 8:26pm PDT
South Korea represents the second-largest source of paid subscribers to ChatGPT, outside the U.S.
Briefing

SoftBank’s Son Proposes Joint U.S.-Japan Sovereign Wealth Fund

May 26, 2025 · 3:45am PDT
Such a fund could be as much as $300 billion in size and make large-scale investments in technology and infrastructure across the U.S.
Briefing

Salesforce Back in Talks to Acquire Data Management Firm Informatica

May 23, 2025 · 4:27pm PDT
A deal could help Salesforce address one of the biggest obstacles to customers adopting AI agents, which is managing their data scattered across apps and databases.
Briefing

Trump Threatens 25% on Apple Devices Imported into U.S.

May 23, 2025 · 10:29am PDT
The warning comes after Apple said it has been moving manufacturing of U.S.-bound iPhones to India from China.
Briefing

Optimism in Tech Sector Returns: The Information Survey

May 23, 2025 · 9:47am PDT
Readers were more optimistic about all 14 tech companies we track.
Briefing

OnlyFans Owner In Talks to Sell Company at $8 Billion Valuation

May 23, 2025 · 5:23am PDT
OnlyFans’ owner is in discussions to sell the explicit content site to an investor group at a valuation of about $8 billion.
Briefing

Musk’s Lawyers Revive RICO Claims Against OpenAI

May 22, 2025 · 9:26pm PDT
If the judge accepts the claims, they could go to trial in March.
Briefing

Waymo Could Be Worth $75 Billion Valuation Next Year, Brokerage Says

May 22, 2025 · 6:21pm PDT · 1 comment
TD Securities analysts see valuation rising as gross bookings triple.
Briefing

Anthropic Says Latest Model’s Risks Include Reporting Users to SEC

May 22, 2025 · 4:28pm PDT
A spokesperson later said the actions were a result of “highly unusual” instructions for experimental purposes. 
Briefing

Microsoft Chooses Anthropic as Model Provider to Power GitHub’s New AI Coding Tools

May 22, 2025 · 12:50pm PDT
The move reflects Microsoft’s willingness to branch out from OpenAI, whose models Microsoft has the rights to reuse in its products.
Briefing

OpenAI Confirms UAE Stargate Data Center

May 22, 2025 · 11:55am PDT
The data center will take up one-fifth of the 5 gigawatt-data center campus President Donald Trump announced last week.
Briefing

Anthropic Releases New Generation of AI Models

May 22, 2025 · 11:01am PDT
The latest models are better at complex, long-running coding tasks and remembering past information, Anthropic says.
Briefing

Justice Department Reportedly Investigating Google’s Character Deal

May 22, 2025 · 10:27am PDT
In a $2.7 billion deal, Google licensed technology from the AI startup Character.AI and hired many of its employees, including its cofounders.
Briefing

Altman Shares Plans to Ship 100 Million AI ‘Companions’

May 22, 2025 · 6:41am PDT
Altman told staff that the deal had the potential to add $1 trillion in value to OpenAI, according to the Wall Street Journal report.
Briefing

Blue Owl Commits More Money to OpenAI Data Center in Texas

May 21, 2025 · 9:39pm PDT
Crusoe plans to expand the campus to 400,000 chips for Oracle and OpenAI.
Briefing

Tesla Shows Off Optimus Robots Doing Chores

May 21, 2025 · 5:08pm PDT
It is the most comprehensive of Tesla’s recent Optimus demonstration videos.
Briefing

Snowflake Hits $1 Billion in Quarterly Revenue for the First Time

May 21, 2025 · 4:47pm PDT
While the jury is still out on whether Snowflake can use AI products to spur revenue growth, its business doesn't seem to be affected by President Trump's tariffs.
Briefing

Coreweave Raises $2 Billion in Upsized High-Yield Bond Offering

May 21, 2025 · 2:52pm PDT
The funds will be used partly to repay Coreweave’s outstanding debt.
Briefing

Microsoft Says Apple Hampered its Efforts to Launch an Xbox Store for iPhones

May 21, 2025 · 2:35pm PDT
Microsoft submitted the filing to the judge overseeing a lawsuit brought by Fortnite maker Epic Games against Apple.
Briefing

Google Starts Testing Ads in ‘AI Mode’ Search

May 21, 2025 · 11:52am PDT
Google is also expanding ads in AI Overviews, its AI-generated answers feature on the main search page, onto desktop in the United States.
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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