Ai Chips

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AI Agenda

The Nuances of Cursor’s Gross Margin; Comparing GPT-5.5 and Claude Mythos

By Stephanie Palazzolo and Cory Weinberg · Apr 27, 2026 7:00am PDT
Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and Microsoft. As a result of a revision to their deal, Microsoft Azure no longer has exclusive rights to sell OpenAI models and that Microsoft no longer has to share 20% of the revenue it makes from selling OpenAI models on Azure with OpenAI. Both... Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and...
Musk-OpenAI and Big Tech Earnings on Deck This Week
The Briefing

Musk-OpenAI and Big Tech Earnings on Deck This Week

By Martin Peers · Apr 26, 2026 3:00pm PDT
This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court over the origins of OpenAI (for more details, see here). The final outcome probably won’t have a huge impact on the ChatGPT company—Musk’s chances of both winning the case and getting everything he wants from a victory seem unlikely, as we wrote here... This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court...
Art: Clark Miller (Photos: courtesy of the Breakthrough Prize)

The Night Hollywood and Silicon Valley Celebrated Together

By The Information Staff · Apr 25, 2026 8:13am PDT
In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week ago for the annual Breakthrough Prize black-tie gala, which hands out million-dollar awards to the world’s leading scientists. In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week...
Photo by David Paul Morris/ Getty Images

Google in Talks With Marvell to Build New AI Chips for Inference

By Qianer Liu · Apr 19, 2026 6:00am PDT
Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to two people with direct knowledge of the discussions. One is a memory processing unit designed to work alongside Google’s tensor processing unit. The other is a new TPU built specifically for running AI models. The moves... Google is in talks with Marvell Technology to develop two new chips aimed at running AI models...