The Information

Art by Clark Miller.

Nvidia to Delay New Gaming Chip Due to Memory Chip Shortage

By Wayne Ma and Qianer Liu · Feb 5, 2026 6:00am PST · 1 comment

Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage of memory chips, prompted by the AI boom, according to two people with direct knowledge of the matter. It would be the first year in three decades that Nvidia hasn’t released a new graphics processing unit for gaming. Nvidia got its start in the... Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage...

Art by Mike Sullivan

OpenAI Is Hiring Hundreds of AI Consultants to Boost Enterprise Sales

By Sri Muppidi · Feb 4, 2026 6:17pm PST · 2 comments

OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large corporations develop custom AI applications and agents to automate employee tasks, according to a person with knowledge of the company’s plans. The hiring effort could help it beat back competition from archrival Anthropic, which has also upped its... OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large...

Alexandr Wang, left, and Mark Zuckerberg. Photos by AP

Meta Memo: New Avocado Model ‘Most Capable’ to Date

By Jyoti Mann · Feb 4, 2026 12:21pm PST · 2 comments

Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group. The company recently told some staffers in the group, known as Meta Superintelligence Labs, that its next generation large language model, codenamed Avocado, is “now Meta’s most capable pre-trained base model to date,”... Meta Platforms is sounding an increasingly bullish note about the first major AI model expected...

Art by Mike Sullivan.

Amazon Discusses Getting Special Access to OpenAI Tech

By Anissa Gardizy, Catherine Perloff and Amir Efrati · Feb 4, 2026 6:00am PST

Art by Mike Sullivan.

Amazon Discusses Getting Special Access to OpenAI Tech

By Anissa Gardizy, Catherine Perloff and Amir Efrati · Feb 4, 2026 6:00am PST

As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are also discussing a commercial agreement that could require OpenAI to dedicate its own researchers and engineers to developing customized models for powering Amazon’s own AI products, according to a person involved in the talks and another person who... As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are...

Stripe co-founder John Collison. Photo by Jeenah Moon/Getty Images.

Stripe’s Stablecoin Startup Tangles With Sanctions and Scammers

By Michael Roddan and Yueqi Yang · Feb 3, 2026 6:00am PST · 1 comment

When Stripe acquired crypto startup Bridge last year, it described stablecoins as financial services “superconductors.” Thanks to Bridge, Stripe has since integrated stablecoins into an array of products, such as stablecoin cards that allow customers to spend crypto anywhere. Using stablecoins for payments turns out to be harder than it looks.... When Stripe acquired crypto startup Bridge last year, it described stablecoins as financial...

Photo of Elon Musk by Getty Images; art by Mike Sullivan

Inside Musk’s SpaceX-xAI Megamerger

By Cory Weinberg, Theo Wayt, Miles Kruppa, Amir Efrati and Katie Roof · Feb 2, 2026 6:13pm PST · 3 comments

Elon Musk rammed through the combination of his space company, SpaceX, with his AI startup, xAI, on Monday, merging the shiniest jewel in his business empire with his most money-losing firm. The deal—which valued xAI at $250 billion and SpaceX at $1 trillion, according to people familiar with the situation—comes as xAI battles to... Elon Musk rammed through the combination of his space company, SpaceX, with his AI startup, xAI,...

Art by Clark Miller (photos: YouTube, Getty Images)

Epstein Files Reveal Deep Relationship With Venture Capitalist Masha Bucher

By Jemima McEvoy · Feb 2, 2026 1:10pm PST · 10 comments

There are plenty of tech luminaries whose correspondence with Jeffrey Epstein has turned up in the files of the disgraced financier. But few of those exchanges are quite like those that Epstein had with Masha Bucher, who is now a well-known venture capitalist. On June 25, 2019, 11 days before Epstein was arrested and charged with sex trafficking... There are plenty of tech luminaries whose correspondence with Jeffrey Epstein has turned up in...

Photos by Getty Images

ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China

By Juro Osawa and Qianer Liu · Jan 29, 2026 5:00am PST · 2 comments

Photos by Getty Images

ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China

By Juro Osawa and Qianer Liu · Jan 29, 2026 5:00am PST · 2 comments

The battle for AI dominance in China is reaching new heights. Tech giants ByteDance and Alibaba Group are both poised to release their next flagship AI models around the Lunar New Year holiday in mid-February, in what could be the most consequential battle in the country’s tech sector. ByteDance is preparing to release three new AI... The battle for AI dominance in China is reaching new heights. Tech giants ByteDance and Alibaba...

CEO Sam Altman. Photo by Getty Images.

Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI

By Sri Muppidi · Jan 28, 2026 6:55pm PST · 2 comments

OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up to $100 billion to fund growing demand for its AI. Nvidia, an existing investor whose chips power OpenAI’s AI models, is in talks to invest up to $30 billion, according to a person with knowledge of the situation. Microsoft, a longstanding backer with... OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up...

Orlando Bravo, co-founder of Thoma Bravo. Photo by Getty Images.

Thoma Bravo-Backed Anaplan Prepares Confidential IPO Filing

By Valida Pau and Cory Weinberg · Jan 28, 2026 5:20pm PST

Anaplan, a business-planning software provider owned by private equity firm Thoma Bravo, is taking steps toward an initial public offering and could file confidentially for the listing in the coming weeks, people familiar with the discussions said. The listing would be a sign that IPOs for PE-backed software companies could soon rebound. ... Anaplan, a business-planning software provider owned by private equity firm Thoma Bravo, is...

Art by Mike Sullivan

OpenAI Hires at Least Seven Staffers From Coding Startup Cline

By Kevin McLaughlin · Jan 28, 2026 3:10pm PST

OpenAI has recently hired more than a half dozen employees from Cline, a startup that develops an open-source, AI-powered coding assistant, an OpenAI spokesperson confirmed. The hires could help OpenAI accelerate improvements for its Codex coding product, which it sees as a key tool to make its AI more essential to large corporations as it... OpenAI has recently hired more than a half dozen employees from Cline, a startup that develops an...

Jerry Tworek. Screenshot via YouTube

Ex-OpenAI Researcher’s Startup Targets Up to $1 Billion in Funding to Develop a New Type of AI

By Stephanie Palazzolo and Wayne Ma · Jan 28, 2026 1:09pm PST · 2 comments

Jerry Tworek. Screenshot via YouTube

Ex-OpenAI Researcher’s Startup Targets Up to $1 Billion in Funding to Develop a New Type of AI

By Stephanie Palazzolo and Wayne Ma · Jan 28, 2026 1:09pm PST · 2 comments

The wave of so-called AI neolabs seeking breakthroughs they think incumbents like OpenAI will miss continues to rise. Core Automation, an AI startup founded by former senior OpenAI researcher Jerry Tworek in recent weeks, aims to raise between $500 million and $1 billion in funding, according to a person who has spoken with the company. He wants... The wave of so-called AI neolabs seeking breakthroughs they think incumbents like OpenAI will...

Art by Mike Sullivan

Microsoft Moves to Respond to New Threats From Anthropic

By Aaron Holmes · Jan 28, 2026 6:00am PST · 2 comments

Anthropic’s launch of Cowork, an AI-powered tool that takes over a computer to handle workplace tasks involving numerous applications, from Microsoft Office apps to Slack, has reverberated through Microsoft’s ranks. In the days following the launch this month, Microsoft product leaders told colleagues that Cowork seemed like a competitor to 365... Anthropic’s launch of Cowork, an AI-powered tool that takes over a computer to handle workplace...

Stephen Ehikian, Chief Executive Officer of C3.AI. Screenshot via YouTube

C3.AI in Talks to Merge with Startup Automation Anywhere

By Valida Pau and Katie Roof · Jan 27, 2026 6:05pm PST

C3.AI, founded by tech industry veteran Thomas Siebel, is in talks to merge with privately held startup Automation Anywhere, which will effectively go public in the deal, according to people familiar with the discussions. C3.AI, which sells AI to large companies and government agencies, was the first branded AI stock when it went public in 2020.... C3.AI, founded by tech industry veteran Thomas Siebel, is in talks to merge with privately held...

Anthropic CEO Dario Amodei.

Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive

By Sri Muppidi · Jan 27, 2026 5:15pm PST · 6 comments

Anthropic has hiked its revenue forecasts for the next several years, projecting that sales will quadruple this year to as much as $18 billion and will hit $55 billion next year. It is aiming to shrink the revenue gap with OpenAI, its older archrival. The revenue projections, which haven’t previously been reported, are significantly higher than... Anthropic has hiked its revenue forecasts for the next several years, projecting that sales will...

OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Getty Images.

OpenAI Seeks Premium Prices in Early Ads Push

By Ann Gehan and Catherine Perloff · Jan 26, 2026 6:00am PST · 1 comment

OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Getty Images.

OpenAI Seeks Premium Prices in Early Ads Push

By Ann Gehan and Catherine Perloff · Jan 26, 2026 6:00am PST · 1 comment

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL, and well above what rivals such as Meta Platforms’ social media apps charge. But unlike Meta or Google, OpenAI won’t be providing detailed information about the query responses accompanying their ads or whether ads prompted ChatGPT... In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video...

OpenAI CFO Sarah Friar.

OpenAI Aims to Lure Businesses From Anthropic

By Kevin McLaughlin and Sri Muppidi · Jan 24, 2026 8:00am PST · 4 comments

Some of OpenAI’s most attention-grabbing efforts over the past year have involved products for consumers, from a social app to an AI-powered device it plans to announce later this year. Last week, though, the company’s CEO, Sam Altman, gathered Disney CEO Bob Iger and other corporate executives in San Francisco to deliver a message: OpenAI is... Some of OpenAI’s most attention-grabbing efforts over the past year have involved products for...

Art by Mike Sullivan

Crypto Exchanges Want to Trade U.S. Stocks Everywhere

By Yueqi Yang · Jan 23, 2026 10:00am PST

Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto tokens that seek to track U.S. stocks, creating a parallel market that’s beyond the reach of U.S. regulators. Binance is exploring reintroducing stock tokens on its exchange after having removed them in 2021, according to a person familiar with the plan.... Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto...

Art by Mike Sullivan

With Google Deal, Apple’s Craig Federighi Plots a Cautious Course in AI

By Aaron Tilley and Wayne Ma · Jan 22, 2026 6:00am PST

Last fall, Apple’s software chief, Craig Federighi, delivered a warm message to a meeting of the company’s combined software and AI groups. Federighi said he was excited about deeper collaboration between his software team and Apple’s AI group. But then came Federighi’s criticism. He added that he liked moving fast and feeling the “wind at his... Last fall, Apple’s software chief, Craig Federighi, delivered a warm message to a meeting of the...

Dario Amodei, co-founder and chief executive officer of Anthropic, during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026.

Anthropic Lowers Gross Margin Projection as Revenue Skyrockets

By Sri Muppidi · Jan 21, 2026 6:19pm PST · 4 comments

Dario Amodei, co-founder and chief executive officer of Anthropic, during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026.

Anthropic Lowers Gross Margin Projection as Revenue Skyrockets

By Sri Muppidi · Jan 21, 2026 6:19pm PST · 4 comments

Anthropic last month projected it would generate a 40% gross profit margin from selling AI to businesses and application developers in 2025, according to two people with knowledge of its financials. That margin was 10 percentage points lower than its earlier optimistic expectations, though it’s still a big improvement from the year before. The... Anthropic last month projected it would generate a 40% gross profit margin from selling AI to...