White House Asks for Emergency Power Auction in Mid-Atlantic
The intervention shows how President Donald Trump is trying to balance the growing electricity needs of AI data centers with rising costs for consumers.
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The Information AM
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OpenAI to Start Testing Ads, to Intro $8 Per Month ChatGPT Subscription
The company is bringing ChatGPT Go, priced at $8 per month, to the U.S.
DoorDash’s Chief Revenue Officer Leaves After Five Months
Lee Brown had joined DoorDash after six years overseeing advertising at Spotify.
China’s Kuaishou to Raise $2 Billion in Bond Offering
The Chinese social media firm, which develops its own AI video models, is ramping up its AI-related investments.
Two More AI Staffers Depart Murati’s Thinking Machines
The moves follow several other recent departures of senior researchers at Thinking Machines Lab.
BlackRock Partnership Raises $12.5 Billion for Data Center Bets
The partnership is aiming to invest $30 billion in equity and as much as $100 billion when including debt.
AWS Signs Copper Supply Deal With Rio Tinto
The price of copper, a key material for data centers, hit record highs this month.
TSMC Announces Record Capital Spending of Up to $56 Billion to Ease Capacity Shortage
The world’s largest chipmaker projected 30% revenue growth for 2026 while working to boost production capacity for advanced AI chips.
Alibaba Announces Major Upgrade of AI App for Consumers
The Qwen AI app, which went through a makeover in November, is now the centerpiece of Alibaba’s AI strategy for consumers.
OpenAI Hires Three AI Researchers From Murati’s Thinking Machines Lab
It's a coup for OpenAI after the three men departed more than a year ago to help establish a younger rival.
OpenAI Signs $10 Billion Compute Deal With Chipmaker Cerebras
OpenAI commits to spend 750 megawatts of computing power from Cerebras
Oracle Faces Lawsuit Over $18 Billion Bond Offering
A $4 billion segment of the offering is trading at 95.75 cents on the dollar, according to FINRA data.
Gemini Can Now Use Information From Users’ Other Google Apps
The new feature leans into Google’s biggest advantage over rivals like OpenAI: the wide range of data Google has from other areas of users’ lives.
Airbnb Hires Former Meta AI Leader as CTO
Airbnb hopes Al-Dahle can help the company use AI to overhaul its operations.
China’s Zhipu Launches AI Model Trained Entirely With Huawei Chips
The move aligns with Beijing’s effort to promote domestic chips and reduce the country’s dependence on Nvidia.
Beijing Restricts Nvidia’s H200 Purchase, Banning the Chips From Entering China
The Chinese government has told companies not to buy Nvidia’s chips unless necessary, banning the chips from entering the country
Chinese AI Video Generator Kling Hits $240 Million Annual Run Rate
Shares of Kling’s owner, Kuaishou, rose on the news of growing revenue.
DeepSeek Proposes Technique to Increase Efficiency in New Paper
The paper was released when the Chinese AI developer is nearing the launch of its next-generation AI model.
U.K. Prime Minister Backs Investigation into Elon Musk’s X Over Grok AI Images
The probe is prompted by concerns that X is allowing users to create non-consensual sexualized images with the Grok AI tool.
Anthropic Moves Chief Product Officer Krieger to Labs Group
The company credited the Labs group with Claude Code, its virtual assistant Cowork and other new products.
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