Microsoft Discloses Azure Revenue in Accounting Overhaul
Azure’s revenue was $101.9 billion in the twelve months ending in June, up 40% from the year prior.
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Coinbase Adds Former xAI CFO Anthony Armstrong to Board
Anthony Armstrong also worked at DOGE as senior advisor and as a banker at Morgan Stanley.
Trump Administration Sides with OpenAI In Legal Battle with New York Times
Justice Department lawyers argue in legal brief that preventing models from being trained on copyrighted material would hurt U.S. competitiveness in AI
Uber to Cut 10% of Employees
Uber is reducing management layers and also requiring most remote workers to come to the office.
New Jersey Asks Supreme Court to Rule on Prediction Markets
New Jersey regulators filed a petition with the highest U.S. court to rule on whether sports bets offered by startups like Kalshi and Polymarket fall outside of state gambling regulations.
Google Avoids Break-Up in Ad-Tech Anti-Trust Case
A judge last year said Google was a monopoly in the market that creates technology for independent websites to sell ads
Anthropic Leader Praises President Trump’s Data Center Stance at G20 Meeting
Commerce Secretary Howard Lutnick interviewed Anthropic co-founder Tom Brown at the event on Wednesday.
Fei-Fei Li’s World Labs Unveils New World Model
World models, which simulate the physical world, are widely considered the next major frontier in AI development.
Anthropic Touts Better Performance, Lower Cost in Upgraded Top Models
Claude Fable 5.1 will also include new data privacy system and improved security safeguards
Dell Raises Sales Forecast on AI Server Demand
Continued demand for Dell's servers has driven double-digit growth in its revenue this year.
GoPro to Sell Majority Stake for $285 Million, Pivot to AI and Defense
The deal will clear GoPro's $92 million in debt as the company targets data centers and defense.
OpenAI Plans to Limit Astra’s Cybersecurity Capabilities
Astra is the first model OpenAI has said meets the Critical cybersecurity threshold under its Preparedness Framework, the company said.
Palo Alto Networks Revenue Growth Accelerates as Companies Buy More Security for AI
Arora also announced that Palo Alto Networks on Tuesday closed an acquisition of Console as it aims to expand into markets adjacent to security.
Meta Moves Internal Chat From Google To Slack
Meta chief AI officer Alexandr Wang said leadership “made the wrong decision” in choosing Google Chat first over Slack.
Meta Unveils New Audio AI Model
The new Muse Voice Transcribe model can transcribe speech in more than 70 languages and handle hourlong sessions with over 20 speakers.
Elon Musk Calls on Countries to Build Data Centers at North Carolina G20 Meeting
Musk appeared virtually along with former White House AI czar David Sacks.
SoftBank’s SB Energy Files to Go Public
SB Energy's IPO filing laid out its ambitions to become a neocloud although the filing acknowledged the company doesn't have any data center operations underway.
Shein Ends Flat in Debut After Raising $1.7 Billion in Hong Kong IPO
The online fashion giant previously tried to downplay its China roots in pursuit of a listing in New York and London.
Chinese AI Model Firm Z.ai’s API Sales Surge in First Half
The Beijing-based company is leading an intensifying price war among Chinese open-source models.
Anthropic Said to Reach $35 Billion Compute Deal With Nvidia-Backed Lambda
Nvidia is supplying chips to the data center and holding the lease on it.
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