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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.

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Recent Editions

Briefing

U.S. and China Plan to Hold AI Talks in September

Jul 21, 2026 · 9:57pm PDT · 1 comment
The AI race between the U.S. and China is intensifying, as Chinese AI firms roll out increasingly powerful open-source models that challenge Silicon Valley.
Briefing

OpenAI Names Two Banking CEOs to Board of Directors

Jul 21, 2026 · 6:20pm PDT
OpenAI is adding two new members to its board of directors, Nubank CEO David Vélez and Bank of New York Mellon CEO Robin Vince.
Briefing

AI Server Maker Supermicro Surged 17% After Announcing New Orders

Jul 21, 2026 · 3:02pm PDT
SpaceXAI is a likely contributor to Supermicro’s backlog orders.
Briefing

OpenAI Says Its AI Broke Containment, Went to Internet and Hacked Hugging Face

Jul 21, 2026 · 2:49pm PDT
The incident shows how AI models have in some ways exceeded human cybersecurity capabilities.
Briefing

AWS VP Who Led Agent-Building Service Departed After Eight Months

Jul 21, 2026 · 2:34pm PDT
David Richardson, an early AWS employee who left three years ago for a role at Stripe and then rejoined AWS last fall, has left his role as VP of AgentCore.
Briefing

Google Releases New Gemini Flash Models, But Flagship Still Delayed

Jul 21, 2026 · 10:17am PDT
"Gemini 3.5 Pro is currently testing with partners and we plan to make it broadly available as soon as it’s ready,” a Google DeepMind director wrote.
Briefing

Treasury Secretary Scott Bessent Warns of Chinese Theft of AI Intellectual Property

Jul 21, 2026 · 8:47am PDT
Bessent reiterated the Trump administration’s support for U.S. open source on a Fox Business appearance.
Briefing

Tesla Expands Robotaxi Service in Florida

Jul 21, 2026 · 7:25am PDT
Tesla has publicly targeted Arizona and Nevada as the next locations for the Robotaxi expansion.
Briefing

Microsoft Commits Billions for ‘Shared’ GPUs With Europe’s Mistral

Jul 21, 2026 · 6:35am PDT
The move follows Microsoft’s pledge last year to spend more money on building new data centers in Europe.
Briefing

Chinese Fintech Giant Ant Group’s Overseas Arm Raises $1.2 Billion

Jul 21, 2026 · 1:53am PDT
Ant International will use the proceeds to accelerate the expansion of its global payment network.
Briefing

China’s Zhipu AI Builds Data Center Using Only Domestic Chips

Jul 21, 2026 · 12:59am PDT
As the U.S.-China AI rivalry escalates, China is stepping up its effort to reduce its dependence on Nvidia chips.
Briefing

Key Trump Administration AI Official Resigns After Three Months

Jul 20, 2026 · 10:30am PDT
Chris Fall led the Center for AI Standards and Innovation, a small agency within the Commerce Department.
Briefing

Alphabet Stock Jumps After Information Report of New Google Chip

Jul 20, 2026 · 8:56am PDT
Google is working on a new chip that could be 6 to 10 times more efficient than its current line of homegrown AI chips.
Briefing

Moonshot AI Seeks Investor Approval to Begin IPO Process

Jul 20, 2026 · 12:44am PDT
The IPO discussions come as the Chinese startup is disrupting the global AI industry with its powerful new open-source model, Kimi K3.
Briefing

Alibaba Unveils New Model as Chinese AI Firms Shake Up Silicon Valley

Jul 19, 2026 · 9:51pm PDT
Alibaba says its largest-ever model, Qwen3.8 Max, is second only to Anthropic’s Claude Fable 5.
Briefing

Databricks Valued at $188 Billion as AI Demand Surges

Jul 17, 2026 · 3:11pm PDT
The AI firm offers a range of proprietary and open source AI models, and it plans to use the funding to purchase additional GPU capacity.
Briefing

Apple and U.S. Justice Department in Settlement Talks Over Antitrust Case

Jul 17, 2026 · 11:11am PDT
Apple has said it already resolved many of the issues
Briefing

SpaceX Shares Drop After Aborted Starship Test Launch

Jul 17, 2026 · 7:42am PDT
It was SpaceX’s first attempted Starship flight test since the company went public in June.
Briefing

Tech Stocks Drop Sharply Again

Jul 17, 2026 · 7:06am PDT
Among the worst hit was Elon Musk's SpaceX, whose shares fell 5% to $124, about $11 below its IPO price.
Briefing

China Memory Chipmaker CXMT Seeks $8.6 Billion in Shanghai IPO

Jul 17, 2026 · 2:22am PDT
Congress urges the Commerce Department to prohibit Apple from purchasing memory chips from the Chinese chipmaker.
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
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