Ai In Chip Design

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Block CEO Jack Dorsey. Getty Images.
The Briefing

Jack Dorsey Proves AI Job Cut Fears Are True; Ellisons Win Warner

By Martin Peers · Feb 26, 2026 5:00pm PST · 1 comment
Jack Dorsey has been many things in his career, including social media pioneer and crypto advocate. Now he’s the grim reaper of AI. Dorsey on Thursday revealed he will lay off 40% of the employees, or about 4,000 people, at his fintech firm, Block. The reason? AI. “The core thesis is simple,” he explained in a shareholder letter. “Intelligence... Jack Dorsey has been many things in his career, including social media pioneer and crypto...
Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. An Rong Xu for the Washington Post/Getty Images.
Exclusive

TSMC Can’t Make AI Chips Fast Enough

By Qianer Liu · Jan 14, 2026 7:00am PST · 2 comments
Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC Wei, CEO of Taiwan Semiconductor Manufacturing Co., met with reporters. Wei told the assembled media that Huang had come to ask for more chips, to which Huang, standing next to him, replied: “Yes!” Huang wasn’t the only U.S. tech executive making... Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC...
SoftBank CEO Masayoshi Son. Getty Images.
The Briefing

SoftBank Hunts for Pennies to Meet Its OpenAI Commitment

By Martin Peers · Nov 11, 2025 5:02pm PST
Would you trade shares in Nvidia for stock in OpenAI? That’s what SoftBank just did, selling $5.8 billion worth of shares in the AI chip giant to finance a commitment to invest $22.5 billion in the ChatGPT maker. On the surface, it might seem a logical trade, given that chip companies purporting to compete with Nvidia have proliferated like... Would you trade shares in Nvidia for stock in OpenAI? That’s what SoftBank just did, selling $5.8...
Art by Mike Sullivan
Exclusive

DeepSeek’s New AI Model Will Be a Victory for Huawei

By Qianer Liu · Apr 3, 2026 6:00am PDT
When DeepSeek introduces its next-generation model, likely in the next few weeks, it will mark a milestone in China’s yearslong quest for semiconductor self-sufficiency. That’s because the new model, called V4, will be able to run on the latest chips designed by Huawei Technologies. And in preparation for V4’s launch, Chinese tech giants,... When DeepSeek introduces its next-generation model, likely in the next few weeks, it will mark a...
Art by Clark Miller.
AI Agenda

How OpenAI Uses ChatGPT to Catch ‘Leakers’

By Stephanie Palazzolo · Feb 11, 2026 7:00am PST
Here at The Information, we’re always trying to break through the hype to understand how folks are actually using AI in the real world. And recently, I came across a new application of AI that I can’t say I had ever heard of before: using ChatGPT to catch so-called leakers.When a news story about OpenAI’s internal activities is published,... Here at The Information, we’re always trying to break through the hype to understand how folks...