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By The Information Staff

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Recent Editions

Briefing

Oracle Discusses Skipping Cash Raises to Help Offset AI Data Center Spending

Sep 8, 2025 · 8:26pm PDT
The potential change is the latest example of how Oracle and other firms that are spending big on artificial intelligence data centers are also tightening their belts.
Briefing

CEO of Top-Funded AI Database Startup Pinecone Steps Down

Sep 8, 2025 · 5:27pm PDT
The change comes after Pinecone leaders have held talks with investment bankers in recent months about potentially finding a buyer for the startup.
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Data Center Site Developer Fermi Files for Initial Public Offering

Sep 8, 2025 · 3:57pm PDT
The potential listing is a rare example of a company focusing on the power needs of artificial-intelligence data centers entering the public markets.
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Microsoft Signs Major GPU Deal With Nebius

Sep 8, 2025 · 3:50pm PDT
Nebius now plans to use the Microsoft contract to raise debt at better terms.
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Murdoch Family Settles Bitter Dispute Over Control

Sep 8, 2025 · 2:09pm PDT
Lachlan Murdoch will emerge with control but will carry a heavy debt load as the price of buying out some of his siblings.
Briefing

Databricks Reports $4 Billion in Annualized Sales, Rising 50% Year Over Year

Sep 8, 2025 · 2:07pm PDT
Databricks is now valued at more than $100 billion after a new funding round, and the company is sharing new details about sales of its AI products.
Briefing

Amazon Backs Latin American Delivery Firm Rappi

Sep 8, 2025 · 1:23pm PDT
The deal marks the latest warrant deal for the e-commerce giant.
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SpaceX to Buy EchoStar Spectrum for $17 Billion

Sep 8, 2025 · 8:14am PDT
SpaceX's complaints to the FCC that EchoStar wasn't properly utilizing its spectrum led to an FCC investigation, which led to today's deal.
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Amazon Ads Exec Departs After Less than 18 Months

Sep 8, 2025 · 8:09am PDT
Krishan Bhatia was involved in bringing ads to Amazon Prime Video, growing advertising technology
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StubHub Sets IPO Pricing Range at $9 Billion Valuation

Sep 8, 2025 · 6:28am PDT
The valuation is well below the $16 billion number the company had hoped for when it was first planning its IPO last year.
Briefing

ASML Invests $1.5 Billion in Mistral

Sep 7, 2025 · 9:33pm PDT
The move is surprising, given the companies' businesses don't come close to intersecting with one another.
Briefing

OpenAI Says It Will Burn $115 Billion Through 2029

Sep 7, 2025 · 9:12pm PDT
The revised projection boost cash burn $80 billion over the next five years, compared to earlier projections.
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Attorneys General Reprimand OpenAI for Child Safety

Sep 5, 2025 · 2:21pm PDT
They said they are considering the recent deaths as part of their investigation of OpenAI’s planned restructuring.
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Anthropic to Pay $1.5 Billion in Author Copyright Settlement

Sep 5, 2025 · 1:27pm PDT
Anthropic will have to pay about $3,000 for each of the 500,000 books in the class action lawsuit.
Briefing

European Commission Warns It May Mandate Google Ad Tech Break Up

Sep 5, 2025 · 11:16am PDT
European Commission fines Google $3.5 billion
Briefing

Meta Plans to Spend $600 Billion Through 2028 in the U.S., Zuckerberg Says

Sep 5, 2025 · 10:57am PDT
In July, Meta estimated its capital expenditures in 2025 would be between $66 billion and $72 billion, up at least 68% from its capital expenditures in 2024.
Briefing

Tesla Proposes Elon Musk Pay Package Worth Up to $1 Trillion

Sep 5, 2025 · 6:28am PDT
Among the most ambitious milestones is having Tesla reach $400 billion in EBITDA.
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OpenAI Announces Jobs Platform and AI Certification Program

Sep 5, 2025 · 3:35am PDT
OpenAI says it’s working with Walmart, John Deere and Boston Consulting Group
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Anthropic to Stop Selling AI Services to Chinese-Owned Groups

Sep 5, 2025 · 1:06am PDT
The decision’s impact on Anthropic’s global revenues would be in the low hundreds of millions of dollars.
Briefing

Broadcom’s New $10 Billion Customer Said to Be OpenAI

Sep 4, 2025 · 10:04pm PDT
OpenAI CEO Sam Altman has long sought to develop a chip his firm could use to reduce its reliance on Nvidia.