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OpenAI CEO Sam Altman. Getty Images.
The Briefing

Why OpenAI’s Jalapeño Might Sicken Nvidia

By Martin Peers · Aug 25, 2026 5:00pm PDT
Exactly who at OpenAI decided to name the company’s first internally designed chip Jalapeño? That might have seemed like a good idea a few months ago—perhaps OpenAI imagined that name would serve as a subtle indicator that the chip is a hot property. But it’s not ideal right now, when the Food and Drug Administration is warning that products... Exactly who at OpenAI decided to name the company’s first internally designed chip Jalapeño? That...
John Malone and Jensen Huang. Getty Images.
The Briefing

Nvidia's John Malone Dealmaking Opportunity

By Martin Peers · Aug 24, 2026 5:01pm PDT · 1 comment
Here’s a thought about Nvidia’s future: All the equity stakes it’s accumulating in AI companies—including, as we reported on Sunday, an expanded stake in Perplexity—could become more useful in ways other than simply guaranteeing demand for its chips. Over time the stakes could end up being worth a lot of money and could also make CEO Jensen... Here’s a thought about Nvidia’s future: All the equity stakes it’s accumulating in AI companies—...
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The Information Special Report

Filling In the Gaps in Nvidia’s $500 Billion Financing Pitch

By Dakin Campbell · Aug 24, 2026 8:06am PDT · 2 comments
Nvidia shocked the market earlier this month when it lined up half a dozen financial giants, including Blackstone, Apollo and Goldman Sachs, to finance $500 billion of AI infrastructure purchases. The eye-popping figure was a signal to the market that Nvidia is moving away from acting as the financier of last resort for AI firms. Nvidia CEO... Nvidia shocked the market earlier this month when it lined up half a dozen financial giants,...
Nvidia CEO Jensen Huang via Getty
Exclusive

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...
Getty Images.
The Briefing

Bill Gates’ AI Warning and Nvidia’s Boffo Quarter

By Martin Peers · Aug 26, 2026 5:01pm PDT · 1 comment
You couldn’t miss the disconnect in the AI discussion among major tech figures on Wednesday. Microsoft co-founder Bill Gates warned in a lengthy essay about the dangers posed by the technology, noting that he would support a global slowdown in AI advances if someone had a “credible plan” for doing so. Then Nvidia, the dominant seller of AI... You couldn’t miss the disconnect in the AI discussion among major tech figures on Wednesday....