Amazon Prime Company News & Analysis — The Information

Recent Articles about Amazon Prime

Art by Clark Miller

Why the NFL and Nielsen Are Beefing as Sports Streaming Surges

By Sara Germano · Sep 5, 2025 11:39am PDT

The NFL, the world’s richest and most powerful sports league, would like you to know something: It is not thrilled with the way Nielsen measures its TV audience. Earlier this week, the NFL took the extraordinary step of criticizing media measurement firm Nielsen, which the football giant argued is undercounting the number of viewers for its... The NFL, the world’s richest and most powerful sports league, would like you to know something:...

Photo via Getty

Nvidia’s Chip Round-Trip Deals

By Martin Peers · Sep 4, 2025 5:00pm PDT · 2 comments

What would you think if Apple set up a company to buy iPhones and then rented those devices back for use by Apple staffers? It would make you wonder, right? Yet that’s more or less what Nvidia has taken to doing. As we reported today, Nvidia has struck a couple of deals to rent its own chips from Lambda, a cloud startup Nvidia partly owns.... What would you think if Apple set up a company to buy iPhones and then rented those devices back...

Nvidia CEO Jensen Huang. Art by Clark Miller

Nvidia to Pay $1.5 Billion to Rent Back Its Own Chips From Cloud Startup

By Natasha Mascarenhas and Anissa Gardizy · Sep 4, 2025 12:49pm PDT · 3 comments

A small cloud provider for artificial intelligence that’s preparing to go public has secured a major boost from its most important supplier: Nvidia. The chip giant agreed this summer to rent 10,000 of its own AI chips from the cloud firm, Lambda, for $1.3 billion over four years, and a separate $200 million deal to rent 8,000 more Nvidia chips... A small cloud provider for artificial intelligence that’s preparing to go public has secured a...

Photo via Dyna Robotics

Robotic Arms Company Considers Investment at $600 Million Valuation

By Stephanie Palazzolo and Rocket Drew · Sep 4, 2025 7:15am PDT

Photo via Dyna Robotics

Robotic Arms Company Considers Investment at $600 Million Valuation

By Stephanie Palazzolo and Rocket Drew · Sep 4, 2025 7:15am PDT

Companies like Physical Intelligence or Skild AI that aim to build robots that can handle a variety of tasks out of the box have raised hundreds of millions in funding over the last two years. Now, a startup that’s taking a different approach—building robots that master one task at a time—is raising a new round of funding. The startup,... Companies like Physical Intelligence or Skild AI that aim to build robots that can handle a...

Photo via Getty

Why Google Data-Sharing Decision Could Affect All of Big Tech

By Martin Peers · Sep 3, 2025 5:00pm PDT

Google is out of Wall Street’s doghouse! Stock of Google’s parent company Alphabet shot up 9% on Wednesday as investors rushed to buy up stock of a company whose future is no longer overshadowed by a looming antitrust ruling. Now the focus of antitrust anxiety turns to the other three big tech firms facing government lawsuits—Meta Platforms, ... Google is out of Wall Street’s doghouse! Stock of Google’s parent company Alphabet shot up 9% on...

Lambda CEO Stephen Balaban. Screenshot via YouTube

Nvidia-Backed Cloud Provider Lambda Hires Banks for IPO

By Valida Pau and Natasha Mascarenhas · Sep 3, 2025 1:56pm PDT

Lambda, a cloud provider that rents out Nvidia graphics chips for artificial intelligence, has hired investment banks to prepare for an initial public offering in the U.S., according to people with direct knowledge of the talks. The San Jose, Calif.-based startup has hired Morgan Stanley, J.P. Morgan and Citi to prepare for a listing as soon as... Lambda, a cloud provider that rents out Nvidia graphics chips for artificial intelligence, has...

Anthropic CEO Dario Amodei. Photo via Getty

Why Anthropic’s Coding Prediction Hasn’t Panned Out

By Stephanie Palazzolo and Rocket Drew · Sep 3, 2025 7:02am PDT

Before we get to today’s column, we’d be remiss to not touch on Tuesday’s Google antitrust ruling, which was a huge victory for the search giant. Google got pretty much everything it wanted, while the judge only accepted a few of the government’s proposed remedies. (For more on the results, check out this column from our co-executive editor... Before we get to today’s column, we’d be remiss to not touch on Tuesday’s Google antitrust...

Photo via Getty

Google Ramps Up AI Chip Competition with Nvidia

By Anissa Gardizy and Miles Kruppa · Sep 3, 2025 6:00am PDT · 2 comments

Photo via Getty

Google Ramps Up AI Chip Competition with Nvidia

By Anissa Gardizy and Miles Kruppa · Sep 3, 2025 6:00am PDT · 2 comments

Google is one of the largest buyers of Nvidia’s artificial intelligence chips, which it rents out to Google Cloud customers such as OpenAI and Meta Platforms. But Google’s grand ambitions for its own competing AI chips show no sign of slowing down. In the latest example, Google recently approached small cloud providers that primarily rent out... Google is one of the largest buyers of Nvidia’s artificial intelligence chips, which it rents out...

Photo via Getty

Google Wins Antitrust War

By Martin Peers · Sep 2, 2025 5:07pm PDT

Google just won the antitrust war. Yes, it might have lost the initial skirmish, having had its search business branded a monopoly, but it couldn’t have asked for a kinder ruling on how to deal with that monopoly. Google essentially got what it wanted, as the judge said he had accepted “in full” Google’s proposed remedies, with a few... Google just won the antitrust war. Yes, it might have lost the initial skirmish, having had its...

Software’s Existential AI Crisis Is Bonanza for Bankers

By Valida Pau · Sep 2, 2025 12:29pm PDT · 1 comment

U.S. tech merger activity is headed for its best year since 2021—driven in part by enterprise software and other older tech companies acquiring artificial intelligence startups to beef up their AI offerings. So far this year, U.S. software companies have spent nearly $33.8 billion on 150 completed AI acquisitions, surpassing the combined... U.S. tech merger activity is headed for its best year since 2021—driven in part by...

Edo Liberty, founder and CEO of Pinecone. Screenshot via TedAI San Francisco.

Top-Funded AI Database Startup Pinecone Considers a Sale

By Valida Pau, Stephanie Palazzolo and Kevin McLaughlin · Aug 28, 2025 6:05pm PDT · 1 comment

When the artificial intelligence boom began a few years ago, investors flocked to startups that helped businesses transform and store proprietary data in a format AI could understand, known as a vector database. The technology allowed businesses to use a customized AI chatbot to search or analyze their customer and sales information. Since then,... When the artificial intelligence boom began a few years ago, investors flocked to startups that...

Art via Mike Sullivan

Meet the Google-Scraping Startup Used by ChatGPT, Cursor and Perplexity

By Stephanie Palazzolo · Aug 28, 2025 7:00am PDT

Art via Mike Sullivan

Meet the Google-Scraping Startup Used by ChatGPT, Cursor and Perplexity

By Stephanie Palazzolo · Aug 28, 2025 7:00am PDT

Last week, we wrote about SerpApi, an Austin-based startup that scrapes Google Search results and offers that data through an application programming interface. Among its customers is OpenAI, which uses SerpApi’s services to ensure its ChatGPT can answer user queries with up-to-date information. (SerpApi CEO and founder Julien Khaleghy... Last week, we wrote about SerpApi, an Austin-based startup that scrapes Google Search results and...

YouTuber Dhar Mann. Photo: Dhar Mann Studios

Creator Economy

The Dizzying Rise of Dhar Mann

By Kaya Yurieff · Aug 27, 2025 2:18pm PDT

In early June, I pulled up to a giant lot in Burbank, Calif. about four miles down the road from Warner Brothers Studios, where “Friends” and “The Big Bang Theory” were filmed. I was there to tour the set and offices where YouTuber Dhar Mann runs a growing entertainment empire.Mann, who leases the 125,000 square foot production studio, part of... In early June, I pulled up to a giant lot in Burbank, Calif. about four miles down the road from...

How the Talent War is Impacting the Race for AGI

By The Information Staff · Aug 27, 2025 11:55am PDT

A central question looms over artificial intelligence: How is the intensifying the war for talent impacting the race for artificial general intelligence (AGI)? A central question looms over artificial intelligence: How is the intensifying the war for talent...

Tim Cook. Photo via Getty

Why Tim Cook Is Right to Avoid Big Acquisitions

By Martin Peers · Aug 26, 2025 5:00pm PDT

Apple shareholders should be glad Eddy Cue isn’t running the iPhone maker. As a story we published today revealed, Cue has been an advocate for Apple making big acquisitions—including of Netflix and Tesla in the past—that CEO Tim Cook rebuffed. More recently, Cue has suggested that Apple should do bolder deals in artificial intelligence. The... Apple shareholders should be glad Eddy Cue isn’t running the iPhone maker. As a story we...

Photo via Faire

E-Commerce Startup Faire Targets $500 Million in Revenue

By Ann Gehan and Natasha Mascarenhas · Aug 25, 2025 6:00am PDT

Photo via Faire

E-Commerce Startup Faire Targets $500 Million in Revenue

By Ann Gehan and Natasha Mascarenhas · Aug 25, 2025 6:00am PDT

In 2022, Faire became one of the most highly priced e-commerce startups, with a valuation of $12.6 billion, as the online marketplace benefited from a surge in internet sales during the pandemic. But after e-commerce growth cooled with waning Covid-19 restrictions, the company in late 2023 slashed its internal valuation to $5 billion, according... In 2022, Faire became one of the most highly priced e-commerce startups, with a valuation of...

Art by Clark Miller

Meta Signs $10 Billion-Plus Cloud Deal With Google

By Kevin McLaughlin and Kalley Huang · Aug 21, 2025 3:48pm PDT · 2 comments

Google has struck a major cloud computing deal with Meta Platforms, according to two people familiar with the matter. As part of the agreement, the social media giant will use Google Cloud’s servers, storage, networking and other services, one of the people said. The deal—worth more than $10 billion over six years, the person said—is... Google has struck a major cloud computing deal with Meta Platforms, according to two people...

Crusoe CEO Chase Lochmiller speaks onstage at the All-In and Hill & Valley Forum on July 23 in Washington, D.C. Image via Getty.

OpenAI’s Data Center Provider in Talks to Raise Money at $10 Billion Valuation

By Anissa Gardizy and Natasha Mascarenhas · Aug 21, 2025 8:44am PDT

Crusoe, the developer behind OpenAI’s first Stargate data center, is discussing raising funds at a $10 billion valuation—more than three times its valuation less than a year ago, according to two people with direct knowledge of the fundraising talks. The seven-year-old company wants to raise at least $1 billion to fulfill its ambitions to... Crusoe, the developer behind OpenAI’s first Stargate data center, is discussing raising funds at...

Mohamad Yassine, CEO of Predictive Horizons. Photo: Vanessa Harp

Exclusive From The Electric: In a Startup, Tesla Veterans Attack Detroit's Warranty Crisis

By Steve LeVine · Aug 21, 2025 4:30am PDT

Last year, Ford paid out $5.8 billion in warranty claims on its vehicles, a 22% increase over 2023. General Motors spent $4.5 billion on such claims, 12% more than its 2023 number. And Tesla paid $1.45 billion, a 19% year-on-year increase.Detroit has a car repair problem going back to the 1970s. It was one reason Japanese carmakers managed to... Last year, Ford paid out $5.8 billion in warranty claims on its vehicles, a 22% increase over...

Sierra’s Bret Taylor and Harvey’s Winston Weinberg: Where the AI Agent War Will Be Won

By Jessica E. Lessin · Aug 20, 2025 3:33pm PDT · 1 comment

Sierra’s Bret Taylor and Harvey’s Winston Weinberg: Where the AI Agent War Will Be Won

By Jessica E. Lessin · Aug 20, 2025 3:33pm PDT · 1 comment

It wasn’t the message I expected to hear from Bret Taylor, a veteran Silicon Valley executive and, yes—an artificial intelligence startup founder—as I interviewed him on The Information’s TITV to discuss his latest startup, Sierra. Taylor, more than anyone else I know in the tech industry, has straddled both big and small tech. I... It wasn’t the message I expected to hear from Bret Taylor, a veteran Silicon Valley executive...