Anthropic Lowered Gross Margin Projection as Costs to Run AI Rose
Higher inference costs weighed on gross margins.
Weekday mornings
The Information AM
Start your morning with the important global tech news of the day, covered by The Information team across five time zones.
By providing your email, you agree to The Information’s Privacy Policy
Recent Editions
Amazon Launches AI Assistant For One Medical Customers
The chatbot can draw on patients’ existing medical records
Apple Developing AI Wearable Pin in Challenge to OpenAI, Meta
The device would position Apple to compete more effectively with OpenAI and Meta Platforms, which are planning or already selling their own AI-powered devices.
Apple Plans a Conversational Siri, Discusses Google TPU Deal
Apple may use Google’s cloud and chips to launch a new Siri
Yelp to Buy AI Agent Startup for $300 Million
The startup, Hatch, offers contractors and other service providers AI-powered agents to respond to customer requests for a month fee.
Technical Committee Members Named in Google Search Remedy
The technical committee is tasked with enforcing the remedy against Google.
Blue Origin Plans Enterprise Rival to SpaceX’s Starlink and Amazon Leo
Unlike Starlink or Leo, which are targeting both individual consumers and enterprise customers, TeraWave is aimed only at large customers who need especially fast internet speeds.
ChatGPT Checkouts to Take 4% Cut of Shopify Merchant Sales
Shopify told its merchants their products will start appearing in AI chats later this month.
OpenAI CFO Responds to Google Criticism, Touts Infrastructure Progress at Davos
In response to Google criticism about OpenAI's ad plans, Friar said “I am trying to create as much optionality as possible.”
Nvidia CEO Plans China Visit After Beijing Restricts H200 Purchase
Jensen Huang heads to China amid fresh regulatory hurdles threatening Nvidia’s access to one of its most valuable markets
OpenAI Asks Advertisers to Spend Less Than $1 Million in Trial
The requests are part of a trial period for its new ChatGPT ads product
Amazon Taps Former Microsoft Teams Engineer to Lead Key AI Product
A former Microsoft engineer who helped build that company's Teams product joins Amazon to lead Quick Suite, a collection of search and productivity tools.
FTC Appeals Meta Ruling
The appeal of the November ruling will be heard by the U.S. Court of Appeals for the District of Columbia.
Amazon Could Open Up to AI Shopping Agents, Jassy Says
Amazon blocked AI shopping agents from its retail site last year.
Netflix Reports Higher Than Projected Q4 Revenue
Netflix stock fell in after-hours trading after the company projected a growth slowdown in 2026.
ServiceNow to Use OpenAI Models in Business Software
ServiceNow will pay OpenAI based on how much customers use the models. Exact terms of the deal were not disclosed.
Musk and Altman Tussle Over Reports of ChatGPT-Linked Deaths
Altman took jabs at Musk’s companies Tesla and xAI.
Pinterest Hires Lee Brown as Chief Business Officer
The appointment signals a shakeup by CEO Bill Ready, replacing veteran executive Bill Watkins with Brown.
Netflix Makes WBD Offer All Cash
Netflix is only buying the film studio and streaming operations of WBD, leaving its cable channels to be spun off into a separate company.
OpenAI’s First Hardware Device Slated to Appear This Year
The device is being developed with the help of former Apple designer Jony Ive.
Weekday mornings
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.
By providing your email, you agree to The Information’s Privacy Policy