OpenAI Nears $70 Billion in Annualized Revenue
Its revenue pace has grown around 70% from the beginning of the third quarter.
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Anthropic Discloses up to $84.5 Billion in SpaceX Compute Agreements
SpaceX previously said it had an agreement with Anthropic to lease the company up to nearly $45 billion worth of computing capacity earlier this year.
Amazon Looks to Further Automate Media Buying With New Agentic Tools
Using AI to Automate Buying Media Across a Variety of Channels is popular at Google, Meta
Oura Postpones IPO, Citing “Uncertainty” in IPO Market
Oura, which was due to go public this week, had faced skepticism in the market.
Samsung Invests $1 Billion in KKR-Backed AI Infrastructure Firm Helix
Soaring AI demand has prompted tech companies, energy providers and investment firms to collaborate on infrastructure deals and projects.
Anthropic’s Confidential Filing Reveals Customer Concentration
Anthropic said nearly a quarter of its $4.6 billion in revenue last year came from just two customers.
OpenAI Will Not Ship GPT-6.1 Astra Due to Safety Concerns
Safety leaders Saachi Jain and Mia Glaese recommended the move.
Startup NinjaTech AI Takes Aim at Agent Sticker Shock
Major cloud providers have started to offer tools that help companies better gauge the costs of using long-running agents, and now startups are following suit.
Manus Unveils New Personal Agent App in Challenge to Meta’s Muse
The China-founded startup also said it plans to develop products for the Chinese market.
AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion
Andreessen Horowitz is the largest shareholder in World Labs, owning nearly 14% of the company, according to a person with knowledge of the investment.
Florida AG Seeks to Bar OpenAI from Developing New Models Without Guardrails
Florida’s state Attorney General asked the court for a temporary injunction and called for OpenAI to join the ask.
Exclusive: Instinct Hires Coatue’s Schwerin as Chief Business Officer
Instinct said Monday it had raised $1 billion at a $10-billion valuation.
Nvidia Authorizes $150 Billion Stock Buyback Increase, Largest In History
The move indicates that Nvidia believes it can both invest heavily in its ecosystem and return cash to shareholders.
Nvidia Releases Products To Stop AI From Going Rogue
CEO Jensen Huang said AI’s “full promise” can only be realized when people are confident AI is running safely.
Exclusive: LiveRamp Expands OpenAI Partnership to Let Brands Target ChatGPT Ads
LiveRamp was among the first outside ad tech companies to work with OpenAI after ChatGPT began testing ads in February.
Meta Taps MongoDB CEO to Lead New Enterprise AI Division
Chirantan Desai will run Meta Enterprise Platform as social media company looks to challenge OpenAI and Anthropic
SpaceX Launches Starship Into Orbit For The First Time
It was the 14th test flight of the Starship and the company released 26 of its new satellites during the test.
Anthropic’s Amodei to Dine With Trump at White House
The Anthropic CEO missed a White House dinner earlier in the week attended by other tech CEOs.
OpenAI Agents Tried to Hack Education Depart. Website Amid Dozens of Misdeeds
The incident came as OpenAI disclosed that it had notified “dozens” of entities of model misbehavior on their websites.
Exclusive: Meta Bolsters Muse Safety Warning After Security Vulnerability Found
Meta said it’s adding an extra layer of protection after a bug bounty researcher discovered a security vulnerability.
Weekday mornings
The Information AM by The Information Staff
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