Google

Google is a multinational technology company specializing in internet-related products and services, founded in 1998 by Larry Page and Sergey Brin. Its core businesses include search, advertising and cloud computing, but it also has divisions in hardware and software development. Sundar Pichai currently serves as CEO. Its primary competitors include other major tech companies such as Amazon, Apple and Facebook. Google is making forays into artificial intelligence with Gemini, its conversational AI that aims to compete with OpenAI.

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Sundar Pichai’s Near-Billionaire Status; Oracle in Spotlight

By Martin Peers · Mar 8, 2026 4:00pm PDT

Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock compensation—and he’s only likely to get richer. Alphabet revealed in a securities filing late Friday that it had awarded him several new grants of stock, to vest over the next three years, which could potentially be worth nearly $700 million. We... Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock...

A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.

Iran War Imperils $300 Billion in Gulf AI Spending

By Miles Kruppa · Mar 8, 2026 8:00am PDT

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAE and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects,... The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data...

Art by Clark Miller; Getty Images.

In Anthropic Feuds, the Personal Collides With the Political

By Nick Wingfield, Erin Woo, Sri Muppidi and Julia Hornstein · Mar 6, 2026 3:08pm PST · 1 comment

There are fierce battles over principles, and then there are grudge matches. In recent days, Anthropic has engaged in an extraordinary mix of both. For over a week, the AI startup and its CEO, Dario Amodei, have been locked in an intense struggle with the Pentagon over Anthropic’s refusal to let the military use its technology for domestic... There are fierce battles over principles, and then there are grudge matches. In recent days,...

Illustration: Clark Miller (photo: Getty Images)

Anne Wojcicki’s Plan to Revive 23andMe: Rich Donors, Improved Tests—and Maybe Even MAHA

By Amy Dockser Marcus · Mar 6, 2026 6:01am PST · 2 comments

Illustration: Clark Miller (photo: Getty Images)

Anne Wojcicki’s Plan to Revive 23andMe: Rich Donors, Improved Tests—and Maybe Even MAHA

By Amy Dockser Marcus · Mar 6, 2026 6:01am PST · 2 comments

When Anne Wojcicki was considering whether she should try to save her life’s work, genetic testing pioneer 23andMe, from bankruptcy last year, many within her inner circle offered the same advice. “There was no shortage of people who would come to me and say, ‘You can walk away: It’s fine,’” she recalled last month, seated on a sunny patio at... When Anne Wojcicki was considering whether she should try to save her life’s work, genetic...

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Quince in Talks to Double Valuation to More Than $10 Billion

By Katie Roof and Ann Gehan · Mar 5, 2026 7:02pm PST

Online retailer Quince is in talks with investors to raise a funding round that would value the company at above $10 billion after the investment, according to a person with knowledge of the plans. If the talks are successful, the buzzy online brand would more than double its valuation from its last funding round. The fundraise follows continued... Online retailer Quince is in talks with investors to raise a funding round that would value the...

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OpenAI’s Shopping Glitch

By Martin Peers · Mar 5, 2026 5:00pm PST

This wasn’t a fun day on Wall Street—the S&P 500 fell 0.5%—but one group of stocks bucked the downward trend. That would be those of several travel-booking and food-delivery firms, such as DoorDash, Booking Holdings and Expedia, which climbed between 3% and 13%. One likely reason is OpenAI’s astounding retreat from offering shopping directly... This wasn’t a fun day on Wall Street—the S&P 500 fell 0.5%—but one group of stocks bucked the...

Vipul Ved Prakash, CEO of Together AI. Photo by Getty Images

Nvidia Cloud Ally Together AI in Talks to Raise at $7.5 Billion Valuation

By Valida Pau, Stephanie Palazzolo and Anissa Gardizy · Mar 5, 2026 1:57pm PST

Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI developers, is in talks with investors to raise around $1 billion in funding at a $7.5 billion valuation before the investment, according to two people with knowledge of the fundraise. The funding would more than double its valuation from a year ago... Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI...

Artwork by Clark Miller

OpenAI or Hegseth: Who Sets the AI Rules?

By The Information Staff · Mar 5, 2026 12:27pm PST · 1 comment

Artwork by Clark Miller

OpenAI or Hegseth: Who Sets the AI Rules?

By The Information Staff · Mar 5, 2026 12:27pm PST · 1 comment

Recent actions involving the U.S. Department of Defense, Anthropic and OpenAI highlight a shift in how advanced AI systems intersect with national security policy. Government scrutiny and contracting decisions are beginning to shape not only how companies define acceptable uses of their models, but also how they position themselves in relation... Recent actions involving the U.S. Department of Defense, Anthropic and OpenAI highlight a shift...

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Alibaba is Moving Faster Than Amazon and OpenAI in AI For Commerce

By Juro Osawa and Qianer Liu · Mar 5, 2026 10:53am PST

Last week, my colleague Qianer tested an AI agent inside Alibaba’s Qwen app, which resembles ChatGPT. She asked to get a ticket to see Pegasus 3, a comedy film about a race car driver that has been topping the Chinese box office. The agent found the nearest theater showing the movie and recommended seats and screening times for later in the day.... Last week, my colleague Qianer tested an AI agent inside Alibaba’s Qwen app, which resembles...

Lee Brown. Photo by Bryan Bedder/Getty Images.

Org Chart Spotlights: Ad Exec Key to Pinterest’s Turnaround, xAI Departures Mount

By The Information Staff · Mar 5, 2026 10:30am PST

Online scrapbooking app Pinterest is trying to revive its ad sales growth and has reshuffled some of its leadership to help with that effort. Lee Brown, who joined Pinterest as its chief business officer in January, is at the center of that push. Online scrapbooking app Pinterest is trying to revive its ad sales growth and has reshuffled some...

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OpenAI Develops a ‘Bidirectional’ Audio Model to Boost Voice Assistants

By Stephanie Palazzolo · Mar 5, 2026 7:00am PST

Wow, what a day of news! In case you missed it (which would have been difficult), we broke a number of stories yesterday regarding OpenAI and Anthropic. Most memorable was this piece about the fiery, 1,600-word memo Anthropic CEO Dario Amodei penned to staff last Friday criticizing the OpenAI-Pentagon deal. (You can check out the full memo... Wow, what a day of news! In case you missed it (which would have been difficult), we broke a...

Art by Clark Miller

Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers

By Qianer Liu · Mar 5, 2026 6:00am PST

Art by Clark Miller

Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers

By Qianer Liu · Mar 5, 2026 6:00am PST

Chinese tech heavyweights including Alibaba Group, ByteDance and Tencent Holdings are turning to domestic chipmakers to ease the pain from a deepening global shortage of memory chips, according to four people with direct knowledge of the matter. The three companies are in talks to buy more standard memory chips—known as DRAM, or dynamic... Chinese tech heavyweights including Alibaba Group, ByteDance and Tencent Holdings are turning to...

OpenAI CFO Sarah Friar. Photo by Getty.

OpenAI Tops $25 Billion in Annualized Revenue as Anthropic Narrows Gap

By Sri Muppidi · Mar 4, 2026 7:30pm PST · 3 comments

OpenAI topped $25 billion in annualized revenue as of last month, according to a person familiar with the figure. That’s a 17% increase from the $21.4 billion in annualized revenue the company was generating at the end of the year, according to the person and a second person with knowledge of the figures. OpenAI is still generating more revenue... OpenAI topped $25 billion in annualized revenue as of last month, according to a person familiar...

Art by Mike Sullivan.

OpenAI Scales Back Shopping Plans for ChatGPT

By Ann Gehan and Sri Muppidi · Mar 4, 2026 5:20pm PST · 1 comment

OpenAI is scaling back its plan to introduce shopping directly inside ChatGPT, marking a change in its high-profile effort to put checkouts inside the chatbot. Instead of allowing users to make purchases directly from product listings that show up in ChatGPT search results, the company is now focused on having checkouts take place inside of... OpenAI is scaling back its plan to introduce shopping directly inside ChatGPT, marking a change...

Anthropic CEO Dario Amodei and Matthew Rhys, who could play Amodei in a movie. Photos via Getty and Shutterstock.

Anthropic CEO’s Candid Comments Imperil Chances of a Compromise

By Martin Peers · Mar 4, 2026 5:00pm PST · 1 comment

Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our scoop today about the no-holds-barred memo Amodei sent to his staff on Friday about the Pentagon brouhaha might change your mind. Apart from calling OpenAI’s messaging over the Pentagon issue “mendacious,” Amodei explained the Pentagon’s targeting of... Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our...