The Information

Art by Mike Sullivan

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

By Aaron Tilley and Wayne Ma · Mar 2, 2026 6:00am PST

In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it was an admission that the iPhone maker hasn’t been able to compete in AI on its own over the past couple years. But the deal also showed that Apple is again relying on an outside company to help it with another deficiency: in cloud computing. Now... In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it...

From left: Meta CEO Mark Zuckerberg, Nvidia CEO Jensen Huang, Google CEO Sundar Pichai via Getty

Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry

By Amir Efrati and Anissa Gardizy · Feb 26, 2026 3:14pm PST

Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks. The multi-year deal is worth billions of dollars, said a person who was briefed about it. Meta has also been talking to Google about buying TPUs for its data centers as... Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing...

Meta’s Internal Chip Design Efforts Hit Roadblocks

By Jyoti Mann, Wayne Ma and Qianer Liu · Feb 26, 2026 12:59pm PST

As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into problems with AI chips it is designing internally, according to six people with direct knowledge of the matter. Meta last week scrapped the most advanced chip it was developing for training AI models, after struggling with the chip’s design, and shifted... As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into...

Art by Clark Miller; Getty Images.

Amazon’s $50 Billion Investment in OpenAI Could Hinge on IPO, AGI

By Sri Muppidi, Anissa Gardizy and Aaron Holmes · Feb 25, 2026 5:51pm PST · 4 comments

Art by Clark Miller; Getty Images.

Amazon’s $50 Billion Investment in OpenAI Could Hinge on IPO, AGI

By Sri Muppidi, Anissa Gardizy and Aaron Holmes · Feb 25, 2026 5:51pm PST · 4 comments

Amazon’s decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public or reaches a loosely defined milestone known as artificial general intelligence, which generally refers to AI that is on par with human abilities, according to three people involved who have communicated with OpenAI executives. Under the terms of the... Amazon’s decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public...

Photo courtesy of Saronic.

Autonomous Warship Startup Saronic Raising at $7.5 Billion Valuation

By Cory Weinberg and Katie Roof · Feb 25, 2026 12:52pm PST · 2 comments

Saronic, a startup that builds autonomous warships, is raising as much as $1.5 billion in a financing that would value the company at about $7.5 billion, before including the investment, two people with direct knowledge of the matter said. Kleiner Perkins, the storied venture capital firm that has done few defense tech deals until now, has... Saronic, a startup that builds autonomous warships, is raising as much as $1.5 billion in a...

Art by Mike Sullivan

Anthropic Research Memo Shows Focus on Rogue Agents, Scheming Models

By Rocket Drew · Feb 24, 2026 10:28am PST

Puncturing the buzz over AI agents such as Anthropic’s Claude Code and the open-source project OpenClaw is the prospect that these agents could get tricked into revealing sensitive information such as a person’s banking information. In a sign of those concerns, Anthropic earlier this year singled out rogue agents as a topic of focus for its... Puncturing the buzz over AI agents such as Anthropic’s Claude Code and the open-source project...

SpaceX deploying 60 Starlink broadband data satellites. Courtesy of SpaceX.

SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms

By Theo Wayt · Feb 23, 2026 6:00am PST · 6 comments

Since launching in 2020, SpaceX’s Starlink satellite internet service has quickly eclipsed its rocket launch business to become its biggest source of revenue, and, investors hope, a significant cash generator in coming years. But recent efforts to maintain user growth have increasingly turned Starlink into a competitor to mass-market telecom... Since launching in 2020, SpaceX’s Starlink satellite internet service has quickly eclipsed its...

Art by Clark Miller

Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled

By Anissa Gardizy · Feb 22, 2026 11:00am PST · 4 comments

Art by Clark Miller

Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled

By Anissa Gardizy · Feb 22, 2026 11:00am PST · 4 comments

When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged with developing it promised to move with lightning speed, spending $100 billion almost immediately to start building 10 gigawatts of computing capacity. More than a year later, the Stargate joint venture has not... When President Donald Trump announced the $500 billion Stargate AI data center project in January...

OpenAI CEO Sam Altman. Prakash Singh/Getty Images.

OpenAI Boosts Revenue Forecasts, Predicts $111 Billion More Cash Burn Through 2030

By Sri Muppidi and Stephanie Palazzolo · Feb 20, 2026 2:44pm PST · 1 comment

OpenAI recently hiked its revenue outlook for the next five years, predicting that it would generate about 27% more than previously forecast from sales of its ChatGPT subscriptions, AI models, and newer business lines such as advertising and hardware, according to financial forecasts. But it warned it will burn more than twice as much cash... OpenAI recently hiked its revenue outlook for the next five years, predicting that it would...

Art by Mike Sullivan

OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape

By Stephanie Palazzolo and Qianer Liu · Feb 20, 2026 6:00am PST

OpenAI has more than 200 people working on a family of AI-powered devices that will include a smart speaker and possibly smart glasses and a smart lamp, according to a person with knowledge of the plans. New details are starting to emerge about the group and its development strategy. The smart speaker—the first device OpenAI will... OpenAI has more than 200 people working on a family of AI-powered devices that will include a...

Art by Mike Sullivan

AMD to Backstop $300 Million Crusoe Loan, Following Nvidia Playbook

By Miles Kruppa and Valida Pau · Feb 19, 2026 10:43am PST

Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival Nvidia: lending its financial support to upstart cloud providers buying its chips. AMD will effectively guarantee a $300 million loan for data center and cloud startup Crusoe to purchase AMD’s AI chips and install them in a data center in Ohio. The loan... Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival...

Art by Mike Sullivan

Hungryroot Posts 55% Revenue Growth, Eyes Potential 2026 IPO

By Ann Gehan · Feb 19, 2026 6:00am PST

Art by Mike Sullivan

Hungryroot Posts 55% Revenue Growth, Eyes Potential 2026 IPO

By Ann Gehan · Feb 19, 2026 6:00am PST

With software and other sectors melting down at the merest hint of AI disruption, businesses that sell food and other consumer goods are finally getting some love. That’s good news for venture-backed companies like Hungryroot, which could benefit from investors’ desires to AI-proof their portfolios. Hungryroot, which offers an app for ordering... With software and other sectors melting down at the merest hint of AI disruption, businesses that...

OpenAI CEO Sam Altman. Getty Images

OpenAI Is Finalizing First Commitments for $100 Billion Mega Round

By Sri Muppidi · Feb 18, 2026 6:21pm PST · 1 comment

OpenAI is finalizing initial commitments from investors in a round that could raise $100 billion at a $830 billion valuation including the investment, according to two people with direct knowledge of the fundraising. SoftBank is expected to anchor the round with a $30 billion investment, which it will spread in three installments of $10 billion... OpenAI is finalizing initial commitments from investors in a round that could raise $100 billion...

Meta CEO Mark Zuckerberg wearing a pair of Meta Ray-Ban Display glasses at an event last year. ,Photo by David Paul Morris/ Getty Images

Meta Revives Plan for Smart Watch, Targets 2026 Launch

By Jyoti Mann · Feb 18, 2026 12:57pm PST

Meta Platforms plans to release its first smartwatch in 2026, according to two people familiar with the matter. Meta’s plans come as other big tech companies, including Apple, OpenAI and Google, are stepping up their plans for new consumer devices. The company has revived a previously shelved smartwatch project, now code-named Malibu 2, and... Meta Platforms plans to release its first smartwatch in 2026, according to two people familiar...

Art by Mike Sullivan

Anthropic Could Share Up to $6.4 Billion With Amazon, Google and Microsoft in 2027

By Sri Muppidi and Catherine Perloff · Feb 17, 2026 4:46pm PST · 2 comments

Anthropic expects to pay Amazon, Google and Microsoft at least $80 billion to run its Claude AI on their cloud servers through 2029, according to the startup’s most optimistic recent forecasts. That’s not the only way the tech giants can make money from Anthropic: They get a cut of the revenue Anthropic generates if their customers buy its AI. ... Anthropic expects to pay Amazon, Google and Microsoft at least $80 billion to run its Claude AI...

Bill Ready, CEO of Pinterest. Photo by Patrick T. Fallon / Getty Images.

Pinterest Calls ‘Code Reds’ to Revive Growth Amid AI Threat

By Ann Gehan and Catherine Perloff · Feb 17, 2026 6:00am PST · 1 comment

Bill Ready, CEO of Pinterest. Photo by Patrick T. Fallon / Getty Images.

Pinterest Calls ‘Code Reds’ to Revive Growth Amid AI Threat

By Ann Gehan and Catherine Perloff · Feb 17, 2026 6:00am PST · 1 comment

For the past three years, Pinterest CEO Bill Ready appeared to have secured a second chance for the scrapbooking app to prove itself to Wall Street. All that evaporated on Thursday night, when weaker fourth-quarter ad revenue prompted a sell-off that drove shares down 17% to their lowest level since April 2020. Even before the earnings report... For the past three years, Pinterest CEO Bill Ready appeared to have secured a second chance for...

Art by Clark Miller

OpenAI in Advanced Talks to Hire OpenClaw Founder, Others Connected to Agent Project

By Jessica E. Lessin, Rocket Drew and Stephanie Palazzolo · Feb 15, 2026 12:01pm PST · 2 comments

OpenAI is in advanced discussions to hire OpenClaw founder Peter Steinberger and a handful of other people helping to maintain the red hot open-source software for powering personal agents, according to two people directly involved in the discussions. If those efforts are successful, Steinberger and his team will likely work on personal agents... OpenAI is in advanced discussions to hire OpenClaw founder Peter Steinberger and a handful of...

Palmer Luckey, founder of Anduril Industries, looks on during the UFC 324 event on January 24 in Las Vegas. (Photo by Getty Images)

Anduril Discusses New Funding at $60 Billion-Plus Valuation

By Katie Roof, Valida Pau and Cory Weinberg · Feb 13, 2026 4:40pm PST · 1 comment

Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at least $60 billion including the new investment, according to a person with knowledge of the plans. The valuation would be roughly double the figure from its last private funding round in June. The funding would give the company more leeway to fund its... Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at...

Grafana Labs CEO Raj Dutt. Screenshot via YouTube

Grafana Labs in Talk to Raise at $9 Billion Valuation

By Katie Roof and Cory Weinberg · Feb 13, 2026 1:22pm PST

Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the matter said. That’s up from $6.6 billion in a 2024 funding round. The funding talks follow Grafana’s growth in annual recurring revenue, which hit... Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending,...

Arif Janmohamed. Screenshot via YouTube/The Fabric.

Lightspeed Partner Behind Navan, Netskope to Launch New Firm

By Katie Roof · Feb 13, 2026 10:49am PST

Arif Janmohamed. Screenshot via YouTube/The Fabric.

Lightspeed Partner Behind Navan, Netskope to Launch New Firm

By Katie Roof · Feb 13, 2026 10:49am PST

Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software investors, is reducing his involvement to launch a new early stage investment firm later this year, he said. Janmohamed joined Lightspeed in 2008 as one of its first employees and became a partner four years later. He is the latest in a wave of veteran VC... Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software...