The Information

Michael Nagle/Bloomberg via Getty Images.

The Two New Executives Steering KKR’s $10 Billion AI Infrastructure Bet

By Dakin Campbell · Sep 2, 2026 6:03am PDT

KKR’s new $10 billion AI venture, Helix Digital Infrastructure, has made its first two senior hires under CEO Adam Selipsky, the former Amazon Web Services chief, a person with knowledge of the moves said. The venture, which counts Nvidia among its backers, has tapped Jonathan Lin, former chief business officer at data center operator Equinix,... KKR’s new $10 billion AI venture, Helix Digital Infrastructure, has made its first two senior...

OpenAI CEO Sam Altman. Art: Shane Burke. Photo: Al Drago/Getty Images.

OpenAI Technique in ‘Astra’ Model Sparks Security Concerns

By Amir Efrati, Stephanie Palazzolo and Rocket Drew · Sep 1, 2026 5:40pm PDT · 2 comments

OpenAI says its forthcoming AI model Astra marks a step up in capabilities such as coding and operating applications on a computer. But an innovative technique that improved the model’s performance also means that the model, and others like it, will reveal less of their “thinking,” making them harder to monitor for signs of bad behavior,... OpenAI says its forthcoming AI model Astra marks a step up in capabilities such as coding and...

Justin Sullivan/Getty Images.

SpaceX Shakes Up Data Center Leadership After Aggressive Build-Out

By Grace Kay · Sep 1, 2026 7:45am PDT

Elon Musk has shaken up the SpaceX team building the company’s data centers in recent weeks, replacing several leaders with executives from SpaceX’s rocket and satellite internet businesses, people familiar with the matter said. The data center reshuffle follows some civil engineering concerns and consistent reliability issues at SpaceXAI’s... Elon Musk has shaken up the SpaceX team building the company’s data centers in recent weeks,...

Art by Mike Sullivan

Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips

By Leo Schwartz and Qianer Liu · Aug 28, 2026 6:00am PDT · 1 comment

Art by Mike Sullivan

Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips

By Leo Schwartz and Qianer Liu · Aug 28, 2026 6:00am PDT · 1 comment

Soon after President Donald Trump began his second term in office in 2025, the White House announced it would undo export controls the Biden administration had imposed on advanced AI chips to slow the technical progress of geopolitical rivals like China. In recent weeks, a small group within the Department of Commerce has been working on a... Soon after President Donald Trump began his second term in office in 2025, the White House...

Cognition CEO Scott Wu. Photo via Getty

Inside Cognition’s Booming Growth, High Cash Burn

By Amir Efrati and Stephanie Palazzolo · Aug 27, 2026 2:48pm PDT

Revenue is surging at Cognition and several other AI application providers, previously unreported data show, offering some reassurance to investors and hardware suppliers that startups can thrive despite competition from Anthropic and OpenAI. Cognition, which makes the Devin coding assistant, is generating around $900 million in annualized... Revenue is surging at Cognition and several other AI application providers, previously unreported...

Scene from an Anthropic event in May. Chris Ratcliffe/Bloomberg via Getty Images.

Anthropic Considers Letting Shareholders Sell In IPO, Departing from SpaceX Playbook

By Cory Weinberg and Valida Pau · Aug 27, 2026 11:12am PDT

Anthropic has been working on a plan to let existing shareholders sell some stock in its blockbuster initial public offering while also considering longer-than-usual lockup periods for sales after it’s public, people familiar with the process said. Allowing secondary stock sales in the IPO would distinguish Anthropic from this year’s other big... Anthropic has been working on a plan to let existing shareholders sell some stock in its...

U.S. President Donald Trump signs a document during a White House ceremony in March. Photo by Alex Wong/Getty Images

Trump Administration Executive Order for New AI Regulator Stalls

By Leo Schwartz · Aug 27, 2026 9:11am PDT

The Trump administration has internally circulated a draft executive order in recent weeks, calling for the creation of a self-regulatory organization for AI companies that produce state-of-the-art models, according to two people who have viewed a draft. Drafting of the order represents a significant step toward creation of such a regulator,... The Trump administration has internally circulated a draft executive order in recent weeks,...

A Polymarket pop-up in Washington D.C. in March. Graeme Sloan/Bloomberg via Getty Images.

Polymarket Woos Sports Leagues For High-Speed Data Amid Regulatory Questions

By Michael Roddan · Aug 27, 2026 5:00am PDT

A Polymarket pop-up in Washington D.C. in March. Graeme Sloan/Bloomberg via Getty Images.

Polymarket Woos Sports Leagues For High-Speed Data Amid Regulatory Questions

By Michael Roddan · Aug 27, 2026 5:00am PDT

Polymarket has inked a fresh deal to get access to high-speed data and streaming video content for more than 20 sporting associations, a sign that leagues are warming to prediction markets even as their legal status in the U.S. remains contested. An expanded partnership with Nasdaq-listed data provider Sportradar will bring official feeds to a... Polymarket has inked a fresh deal to get access to high-speed data and streaming video content...

A 1X Neo humanoid robot. Photo by Kevin Mazur/Getty Images

SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation

By Rocket Drew, Valida Pau and Amir Efrati · Aug 26, 2026 6:36pm PDT

SoftBank is in talks to buy a majority stake in 1X Technologies, an OpenAI-backed humanoid robot developer, in a deal that would value the startup at about $6 billion, according to people with knowledge of the deal. The investment would buttress SoftBank’s robotics ambition. The investment would also give 1X more runway to put its soft-bodied... SoftBank is in talks to buy a majority stake in 1X Technologies, an OpenAI-backed humanoid robot...

Nvidia CEO Jensen Huang via Getty

Nvidia Agrees to Buy Open Source AI Platform Hugging Face For $12.9 Billion

By Amir Efrati, Valida Pau and Phoebe Liu · Aug 26, 2026 6:26pm PDT

Nvidia has agreed to buy Hugging Face, a company known for its GitHub-like repository of open-source AI models, for $12.9 billion, according to a person with knowledge of the agreement. The move will put Nvidia in charge of a strategic asset in the race among open-source model developers to catch up to closed-source AI models from Anthropic and... Nvidia has agreed to buy Hugging Face, a company known for its GitHub-like repository of...

Nikesh Arora, CEO of Palo Alto Networks. Photo by Nathan Laine/Getty Images.

Inside Nikesh Arora’s Deals Hunt for Palo Alto Networks

By Kevin McLaughlin, Valida Pau and Aaron Holmes · Aug 26, 2026 6:00am PDT

Palo Alto Networks CEO Nikesh Arora has never shied away from deals, acquiring more than 40 companies in the eight years since he took the helm of the world’s biggest standalone cybersecurity firm. But over the past 18 months, Arora’s appetite for acquisitions has reached a new fever pitch as he expanded the company’s products to handle new AI... Palo Alto Networks CEO Nikesh Arora has never shied away from deals, acquiring more than 40...

The “Canal Qiyuan DeepSeek Home” located in Changqing Street, Hangzhou, Zhejiang Province, China on June 16, 2026. Photo by CFOTO/Future Publishing via Getty Images.

DeepSeek’s Revenue Reaches $70 Million as of July, Tenfold Jump from 2025

By Juro Osawa and Qianer Liu · Aug 25, 2026 11:50pm PDT · 1 comment

The “Canal Qiyuan DeepSeek Home” located in Changqing Street, Hangzhou, Zhejiang Province, China on June 16, 2026. Photo by CFOTO/Future Publishing via Getty Images.

DeepSeek’s Revenue Reaches $70 Million as of July, Tenfold Jump from 2025

By Juro Osawa and Qianer Liu · Aug 25, 2026 11:50pm PDT · 1 comment

DeepSeek generated about 475 million yuan ($70.7 million) in revenue in the first seven months of this year, roughly tenfold its full-year 2025 revenue, as the Chinese AI lab goes full steam ahead in its second round of funding, according to two people with knowledge of the company’s financial data. DeepSeek recorded a net loss of about 715... DeepSeek generated about 475 million yuan ($70.7 million) in revenue in the first seven months of...

ClickHouse CEO Aaron Katz.

ClickHouse’s Recurring Revenue Passes $350 Million as OpenAI, Agent Use Jumps

By Alix Coutures · Aug 25, 2026 6:04am PDT

Excitement for artificial intelligence agents is benefitting businesses whose software manages and monitors the databases that the AI bots use to accomplish their tasks. ClickHouse, which sells a kind of database that can quickly analyze large volumes of data, such as website visitor activity, recently generated more than $350 million in annual... Excitement for artificial intelligence agents is benefitting businesses whose software manages...

Meta Plans to Launch ‘Hatch’ AI Agent Platform in Coming Weeks

By Jyoti Mann · Aug 24, 2026 3:40pm PDT

Meta Platforms plans to launch its consumer version of the OpenClaw AI agent, dubbed Hatch internally, as soon as the next several weeks and is targeting October for its latest AI model, called Watermelon, according to internal documents reviewed by The Information. Hatch is part of Meta Chief Executive Mark Zuckerberg’s ambitions to monetize... Meta Platforms plans to launch its consumer version of the OpenClaw AI agent, dubbed Hatch...

Tim Cook in July. Valerie Macon/AFP/Getty Images.

At Apple CEO’s Farewell, Tributes and an Unusually Personal Tim Cook

By Aaron Tilley · Aug 24, 2026 12:38pm PDT

Next Tuesday, Tim Cook will officially pass the baton as Apple CEO to his successor, John Ternus. But in his final days as the company’s top executive, Apple and luminaries associated with the company are sending the executive off in style. The hyper-private Cook has even opened an uncharacteristic window into his personal life. On Sunday, Apple... Next Tuesday, Tim Cook will officially pass the baton as Apple CEO to his successor, John Ternus....

Elon Musk, left, and Michael Truell. Photo via Getty Images; art by Mike Sullivan

Inside Musk’s First Address to Cursor: Grok Is Falling Behind

By Grace Kay · Aug 24, 2026 12:04pm PDT

Elon Musk, left, and Michael Truell. Photo via Getty Images; art by Mike Sullivan

Inside Musk’s First Address to Cursor: Grok Is Falling Behind

By Grace Kay · Aug 24, 2026 12:04pm PDT

Earlier this month, on the day SpaceX announced it had completed its $60 billion acquisition of Cursor, Elon Musk called into an all-hands video meeting with the coding startup’s staff. Musk told them that SpaceX’s AI unit had fallen behind competitors and that he wasn’t used to losing. Unlike Tesla or SpaceX, which have dominant positions in... Earlier this month, on the day SpaceX announced it had completed its $60 billion acquisition of...

Inside an Amazon fulfillment center. Photo by Michael Nagle/ Getty Images

Amazon Becomes Vital Sales Outlet For Independent Merchants

By Catherine Perloff · Aug 24, 2026 6:00am PDT

When Lauren Wang started Flex in Los Angeles a decade ago, she wanted to create a new type of menstrual care product that wasn’t already on the market—a disposable disc that lasts longer than traditional tampons or pads. Flex sold through its own website early on; it was one of a number of brands going the direct-to-consumer route at the... When Lauren Wang started Flex in Los Angeles a decade ago, she wanted to create a new type of...

Perplexity CEO Aravind Srinivas. Photo via Getty.

Nvidia Discusses Perplexity Investment at $30 Billion-Plus Valuation

By Phoebe Liu, Valida Pau and Amir Efrati · Aug 23, 2026 8:06pm PDT

Nvidia is discussing investing in Perplexity as part of an equity round that would value the AI startup at more than $30 billion, according to people with knowledge of the discussion. The round would be worth billions of dollars and boost the startup’s valuation more than 50% from its last financing a year ago, the people said. The proposed deal... Nvidia is discussing investing in Perplexity as part of an equity round that would value the AI...

Chris Taylor, left, and Eddie Siegel of Ode. Photos courtesy of Ode.

Anthropic’s Enterprise AI Venture Buys Consultancy

By Julia Hornstein · Aug 20, 2026 6:00am PDT

A joint venture established by Anthropic and Wall Street firms such as Blackstone has made its first acquisition since its July launch as it looks to boost the growth of Claude, Anthropic’s chatbot, among businesses. Anthropic’s venture, called Ode with Anthropic, plans to announce Thursday that it is buying an AI consultancy, Casper Studios,... A joint venture established by Anthropic and Wall Street firms such as Blackstone has made its...

Jensen Huang, CEO of Nvidia. Photo by Kiyoshi Ota/Getty Images

Nvidia Discusses Funding Its AI Data Supplier Mercor at a $20 Billion Valuation

By Phoebe Liu and Julia Hornstein · Aug 19, 2026 10:48am PDT

Jensen Huang, CEO of Nvidia. Photo by Kiyoshi Ota/Getty Images

Nvidia Discusses Funding Its AI Data Supplier Mercor at a $20 Billion Valuation

By Phoebe Liu and Julia Hornstein · Aug 19, 2026 10:48am PDT

Nvidia has discussed an investment in Mercor, a data labeling provider that helps the chip designer develop its open-source AI models, according to a person with knowledge of the process. The investment would be part of a $20 billion-valuation round. Existing investor General Catalyst has been in talks to lead the round. Historically, most of... Nvidia has discussed an investment in Mercor, a data labeling provider that helps the chip...