OpenAI CFO Says Revenue Has Grown With Compute
OpenAI CFO Sarah Friar said the company's compute and revenue have tripled year over year for the last three years.
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Thinking Machines Departures Could Complicate Fundraising
Five Thinking Machines staffers left the startup last week, four of whom joined OpenAI
Sequoia Plans Big Anthropic Investment
The venture firm is already a significant investor in OpenAI and xAI.
Figure Countersues Former Safety Head
Figure alleges its former head of product safety saved company documents to his personal Google account.
Musk Seeks Up to $110 Billion from OpenAI
Musk argues OpenAI should give up the benefits that came from his donations years ago.
Databricks Rival Clickhouse Valued at $15 Billion
The company also bought observability startup Langfuse
Thinking Machines Leaders Confronted CTO Over Office Relationship Before Firing
The executive's relationship could have contributed to his departure earlier this week.
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.
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.
Weekday mornings
The Information AM by The Information Staff
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