Nvidia Supplier Victory Giant Surges 60% in Hong Kong Stock Debut
The Chinese supplier of printed circuit boards is benefitting from massive demand for high-end AI servers and data center infrastructure.
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China’s Moonshot AI Launches New Coding Model Ahead of DeepSeek’s V4 Release
Moonshot and other Chinese companies that focus on open-source models are competing fiercely in AI coding.
Microsoft Raises Prices For Some GitHub AI Coding Features as Demand Surges
GitHub will also prevent customers from using Anthropic’s models in the coding-agent tool unless they pay for the most expensive tier.
Amazon to Invest Up to $25 Billion in Anthropic
The deal is on top of $8 billion Amazon previously invested in the artificial intelligence company.
Andreessen Backs X-based Media Startup
The startup says it aims to interview "the main characters of the moment all day long."
Polymarket Discusses Funding at a Roughly $15 Billion Valuation
The funding would add to the $600 billion that Polymarket recently raised from Intercontinental Exchange.
NSA Uses Anthropic’s Mythos Despite Pentagon Blacklist
The agency is a part of the Department of Defense, which has sought to blacklist Anthropic from government contracts.
Vercel Confirms Security Breach
The company’s CEO said that attackers were likely helped by AI tools.
Blue Origin Successfully Lands New Glenn Rocket Booster
There was an issue, however, with the orbit that the rocket’s payload, a satellite, was placed into.
Anthropic Has Received Investor Interest at $800 Billion Valuation
The AI startup will likely decide on a new round in May.
Dylan Patel’s SemiAnalysis Projects Over $100 Million In 2026 Revenue
The firm’s growth comes as its founder next hopes to jump into venture capital.
Anthropic CEO Visits White House
The impetus for the meeting was the AI startup’s new Mythos model, which can be used to identify software vulnerabilities.
Andreessen Horowitz, Thrive Capital to Co-Lead Cursor Investment at $50 Billion Valuation
Nvidia is also expected to participate in the fundraise, which hasn’t yet closed.
Lawyers for Musk Propose Dropping Fraud Claims Against OpenAI
The judge overseeing the case suggested that OpenAI’s charitable wing may not be the recipient of monetary awards if Musk wins.
Meta Eyes Layoffs of 10% of Company Starting in May
The job cuts would amount to about 8,000 employees.
Kevin Weil Among Executives Leaving OpenAI
The executive changes come as the company looks to cut 'side quests' and narrow its focus on coding and selling AI to businesses.
Meta Paid Broadcom $2.3 Billion in 2025
Meta this week announced an expanded deal with Broadcom for AI chip design.
Kraken Buys U.S. Crypto Derivatives Exchange for $550 Million
The acquisition will allow Kraken to offer crypto perpetuals, popular on Binance and Hyperliquid, in the U.S.
Anthropic Launches Claude Design
Claude Design will help users generate designs, product prototypes, presentations and one-pagers.
China’s Regulator Slaps $515 Million Fines on PDD, Other Food Delivery Platforms
The crackdown comes after an intense battle among e-commerce giants offering instant delivery services in China.
Weekday mornings
The Information AM by The Information Staff
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