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The Information AM

By The Information Staff

Start your morning with the important global tech news of the day, covered by The Information team across five time zones.

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Recent Editions

Briefing

Elon Musk Says Tesla is ‘Struggling’ to Perfect Optimus Robot Hands

Sep 10, 2025 · 12:21pm PDT
Musk’s comments follow a July report by The Information, which said Tesla was lagging far behind its production goals for Optimus due to difficulties with the robot’s hands.
Briefing

Reddit, People Inc. Back New Content Licensing Model for AI

Sep 10, 2025 · 11:52am PDT
Real Simple Licensing aims to create open-source software for compensating websites for training AI models
Briefing

OpenAI Commits to $300 Billion Compute Deal with Oracle

Sep 10, 2025 · 11:50am PDT · 1 comment
Oracle’s shares surged 35% on Wednesday
Briefing

Netflix Partners With Amazon’s Advertising Technology

Sep 10, 2025 · 11:43am PDT
The Trade Desk, Amazon’s biggest ad tech rival, shares dropped 11% on the news
Briefing

Europe’s Bending Spoons Buys Vimeo for $1.38 Billion

Sep 10, 2025 · 8:03am PDT
Vimeo's business of selling video creation and distribution tools is threatened by the rise of AI.
Briefing

Oracle Stock Soars after Projecting Rapid Revenue Growth

Sep 10, 2025 · 7:34am PDT
Oracle chairman and founder Larry Ellison's 41% stake is now worth $383 billion. 
Briefing

Klarna Prices IPO at $40 a Share

Sep 9, 2025 · 3:13pm PDT
The buy now, pay later lender's stock will start trading Wednesday.
Briefing

Blockchain-Based Lender Figure Upsizes IPO to $693 Million

Sep 9, 2025 · 2:26pm PDT
Figure and Gemini are two crypto companies gearing up for IPOs.
Briefing

Oracle Projects Huge Increase in Cloud Revenue Through 2030

Sep 9, 2025 · 1:44pm PDT
The projection sent Oracle shares soaring 20% in after-hours trading.
Briefing

Apple Announces Its Thinnest iPhone

Sep 9, 2025 · 12:46pm PDT
The iPhone Air begins a period of more aggressive design changes
Briefing

Microsoft to Pay for Anthropic Models to Power Office 365 Copilot

Sep 9, 2025 · 12:44pm PDT
Microsoft found that Anthropic’s latest models performed better than OpenAI’s on tasks like generating more aesthetically pleasing PowerPoint presentations.
Briefing

Nvidia Unveils First Chip For AI ‘Inference’

Sep 9, 2025 · 11:38am PDT
Firms including Cursor, Runway, Fireworks and Together plan to use the upcoming chip.
Briefing

CoreWeave Starts Venture Arm Offering Funding, Computing Credits

Sep 9, 2025 · 11:14am PDT
CoreWeave’s approach is similar to how large cloud companies like Google and Microsoft have struck deals with AI developers Anthropic and OpenAI.
Briefing

Snap CEO Spiegel Vows to Shake Up Company to Confront ‘Crucible Moment'

Sep 9, 2025 · 7:17am PDT
Spiegel says Snap is squeezed between tech giants and smaller competitors.
Briefing

Oracle Discusses Skipping Cash Raises to Help Offset AI Data Center Spending

Sep 8, 2025 · 8:26pm PDT
The potential change is the latest example of how Oracle and other firms that are spending big on artificial intelligence data centers are also tightening their belts.
Briefing

CEO of Top-Funded AI Database Startup Pinecone Steps Down

Sep 8, 2025 · 5:27pm PDT
The change comes after Pinecone leaders have held talks with investment bankers in recent months about potentially finding a buyer for the startup.
Briefing

Data Center Site Developer Fermi Files for Initial Public Offering

Sep 8, 2025 · 3:57pm PDT
The potential listing is a rare example of a company focusing on the power needs of artificial-intelligence data centers entering the public markets.
Briefing

Microsoft Signs Major GPU Deal With Nebius

Sep 8, 2025 · 3:50pm PDT
Nebius now plans to use the Microsoft contract to raise debt at better terms.
Briefing

Murdoch Family Settles Bitter Dispute Over Control

Sep 8, 2025 · 2:09pm PDT
Lachlan Murdoch will emerge with control but will carry a heavy debt load as the price of buying out some of his siblings.
Briefing

Databricks Reports $4 Billion in Annualized Sales, Rising 50% Year Over Year

Sep 8, 2025 · 2:07pm PDT
Databricks is now valued at more than $100 billion after a new funding round, and the company is sharing new details about sales of its AI products.