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Paul Kotas, senior vice president of Amazon Ads, in 2024. Photo via Getty

Why Amazon’s Biggest Ad Business Could Be Maxing Out

By Catherine Perloff and Theo Wayt · Apr 2, 2025 11:43am PDT · 1 comment

Over the last several years, advertisements have seemingly begun creeping into nearly every crevice on Amazon. They populate carousels of products promising to show shoppers what other “customers frequently viewed” on search results. They also appear on pages where shoppers can find deals on Amazon. And they pop up on the checkout page when a... Over the last several years, advertisements have seemingly begun creeping into nearly every...

Agility Robotics' Digit folds laundry at Web Summit 2024. Photo via Getty

Humanoid Robotics Startup Agility is Raising $400 Million

By Rocket Drew · Mar 31, 2025 9:04am PDT · 1 comment

Agility Robotics, a humanoid robot maker led by former Microsoft executive Peggy Johnson, is raising $400 million at a pre-investment valuation of $1.75 billion, according to a person who has seen the term sheet. The financing demonstrates how advances in artificial intelligence have sparked intensifying interest in the sector from... Agility Robotics, a humanoid robot maker led by former Microsoft executive Peggy Johnson, is...

Art by Clark Miller

Some Musk Government Recruits Quietly Return to His Companies

By Sylvia Varnham O'Regan · Mar 31, 2025 6:00am PDT

When Elon Musk bought Twitter in 2022, employees from SpaceX, Tesla and his other companies followed him there temporarily to help shake up the operations of the social media company. It wouldn’t be surprising, then, to see Musk employees who have decamped to Washington to assist his Department of Government Efficiency eventually go back to... When Elon Musk bought Twitter in 2022, employees from SpaceX, Tesla and his other companies...

Art by Mike Sullivan

Some Large Cloud Customers Slow Down AI Spending as Prices Drop

By Aaron Holmes · Mar 29, 2025 9:13am PDT · 5 comments

Art by Mike Sullivan

Some Large Cloud Customers Slow Down AI Spending as Prices Drop

By Aaron Holmes · Mar 29, 2025 9:13am PDT · 5 comments

Cybersecurity firm Palo Alto Networks last year started adding artificial intelligence chatbots to its products to help customers get answers about their network security. The tools originally relied on state-of-the-art models from OpenAI and other firms. But Palo Alto Networks recently found that open-source models from DeepSeek, a Chinese... Cybersecurity firm Palo Alto Networks last year started adding artificial intelligence chatbots...

Art via Clark Miller

Andreessen, Sequoia Recently Discussed Funding Voice AI Startup Sesame

By Sri Muppidi, Jon Victor and Stephanie Palazzolo · Mar 28, 2025 6:26pm PDT

Sesame, a startup developing artificial intelligence voice assistants and wearable devices, is in talks to raise a new funding round, according to a person familiar with the discussions. Sequoia Capital, Andreessen Horowitz and Northstar.vc, a four-year-old investment firm that has backed messaging app Discord, recently discussed investing in... Sesame, a startup developing artificial intelligence voice assistants and wearable devices, is in...

Art by Clark Miller

Cybersecurity Startups’ Revenue Surges on AI Threats

By Sri Muppidi · Mar 27, 2025 6:10am PDT · 1 comment

Just as artificial intelligence has helped programmers slash the time it takes to write code, hackers are also finding it’s a productivity boon. The increased number of threats, along with risks from companies’ adoption of AI, has helped some cybersecurity startups grow more quickly. Take Chainguard, a startup developing software to detect... Just as artificial intelligence has helped programmers slash the time it takes to write code,...

Nvidia Nears Deal to Buy GPU Reseller for Several Hundred Million Dollars

By Kevin McLaughlin and Stephanie Palazzolo · Mar 26, 2025 10:06am PDT · 4 comments

Nvidia is in advanced talks to buy Lepton AI, a two-year-old startup that rents out servers powered by Nvidia’s artificial intelligence chips, in a deal worth several hundred million dollars, according to a person close to the company. The move is part of Nvidia’s push into the cloud and enterprise software market, in competition with major... Nvidia is in advanced talks to buy Lepton AI, a two-year-old startup that rents out servers...

OpenAI CEO Sam Altman. Photo via Getty

OpenAI Discusses Building Its First Data Center for Storage

By Anissa Gardizy · Mar 26, 2025 6:30am PDT

OpenAI CEO Sam Altman. Photo via Getty

OpenAI Discusses Building Its First Data Center for Storage

By Anissa Gardizy · Mar 26, 2025 6:30am PDT

OpenAI recently discussed purchasing billions of dollars’ worth of data storage hardware and software, according to three people involved in the private discussions. To house the hardware, the company has considered building its own data center for the first time, two of these people said. Such a deal would make OpenAI one of the world’s biggest... OpenAI recently discussed purchasing billions of dollars’ worth of data storage hardware and...

Patrick Collison,CEO of Stripe. Photo by Getty

Stripe Minted More Than $2 Billion in Cash Last Year. Why Go Public?

By Cory Weinberg · Mar 26, 2025 6:00am PDT · 4 comments

Stripe is putting up the kind of numbers that would send its stock soaring, if it had public stock. The payments processing firm doubled its free cash flow last year to about $2.2 billion and grew revenues about 28% to $5.1 billion, according to financial figures obtained by The Information. This year’s tech initial public offering parade is... Stripe is putting up the kind of numbers that would send its stock soaring, if it had public...

Photo by Getty

Google Strips DEI Language From Some Internal Research Studies

By Erin Woo · Mar 25, 2025 6:00am PDT

Google employees have told staffers doing user research around Google devices to remove language related to diversity, equity and inclusion from their work or else lock down access to their documents, according to a person with direct knowledge of the instructions. Employees working on internal research studies for building new products and... Google employees have told staffers doing user research around Google devices to remove language...

From left, OpenAI CEO Sam Altman, Reliance Industries Chairman Mukesh Ambani, and Meta Platforms CEO Mark Zuckerberg. Photos via Getty

OpenAI and Meta Seek AI Alliance With India’s Reliance

By Sri Muppidi and Amir Efrati · Mar 22, 2025 9:18am PDT · 1 comment

OpenAI executives in recent months have spoken multiple times with their counterparts at Reliance Industries, which owns the world’s largest oil refinery, India’s top wireless carrier and numerous retailers, about a potential product and sales partnership, according to two people who spoke to executives at both companies. OpenAI wants Reliance... OpenAI executives in recent months have spoken multiple times with their counterparts at Reliance...

CoreWeave Faces Reality Check on Bullish Growth Forecasts

By Cory Weinberg · Mar 20, 2025 3:00pm PDT · 1 comment

CoreWeave Faces Reality Check on Bullish Growth Forecasts

By Cory Weinberg · Mar 20, 2025 3:00pm PDT · 1 comment

Last fall, artificial intelligence star CoreWeave shared astounding financial projections with private investors. It projected that revenue would quadruple to $8 billion in 2025 and cash burn would shrink by more than one-third to $4 billion, according to confidential investor documents. Those expectations appear a lot more sober now, as the... Last fall, artificial intelligence star CoreWeave shared astounding financial projections with...

Art by Mike Sullivan

Apple is Losing Over $1 Billion a Year on Streaming Service

By Wayne Ma · Mar 20, 2025 6:00am PDT

Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple TV+, the company’s video-streaming service, had been striking, including for “Argylle,” a spy action-comedy starring Henry Cavill and Dua Lipa. The movie, which cost $200 million to produce, hadn’t found much of an audience or generated more... Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple...

Art by Mike Sullivan

OpenAI’s ‘Agents’ Pose Risks to DoorDash, Other Consumer Apps

By Stephanie Palazzolo and Amir Efrati · Mar 19, 2025 10:51am PDT · 6 comments

Before OpenAI in January launched Operator, its artificial intelligence that uses the web to plan trips, compile reports and shop online for people, it asked DoorDash to be an official “launch partner” for the new product. DoorDash agreed—but it had a question. In a meeting last fall between the companies, a DoorDash executive asked OpenAI... Before OpenAI in January launched Operator, its artificial intelligence that uses the web to plan...

Photo by Getty.

Amazon’s Quest to Displace Google as Internet Ad Powerbroker

By Catherine Perloff, Sahil Patel and Theo Wayt · Mar 18, 2025 7:15am PDT · 1 comment

Amazon has become one of the biggest advertising businesses thanks to merchants promoting their wares in search ads on Amazon’s e-commerce site. Now Amazon has set its sights on becoming the conduit for advertisers to buy ads everywhere on the internet, not just on websites it controls. To get there, Amazon has lately offered incentives for... Amazon has become one of the biggest advertising businesses thanks to merchants promoting their...

An Annapurna Labs Trainium 2 chip. Photo by Getty

Amazon Undercuts Nvidia With Aggressive AI Chip Discounts

By Kevin McLaughlin and Anissa Gardizy · Mar 18, 2025 6:00am PDT · 5 comments

An Annapurna Labs Trainium 2 chip. Photo by Getty

Amazon Undercuts Nvidia With Aggressive AI Chip Discounts

By Kevin McLaughlin and Anissa Gardizy · Mar 18, 2025 6:00am PDT · 5 comments

Amazon Web Services has a new strategy to convince cloud customers to use its artificial intelligence chip rather than chips made by Nvidia: sharply undercutting Nvidia on price. A longtime AWS cloud customer said the company recently pitched them on renting servers powered by the chip, Trainium, that would give them the same computing... Amazon Web Services has a new strategy to convince cloud customers to use its artificial...

From left to right: Andrew Bosworth, Chris Cox, Mark Zuckerberg, Alex Schultz, Adam Mosseri, Susan Li and Dave Wehner. Art by Clark Miller; Images via Getty.

Meta Ramps Up for Landmark FTC Trial

By Kalley Huang and Sylvia Varnham O'Regan · Mar 17, 2025 10:54am PDT

Next month, a much-anticipated Federal Trade Commission trial against Meta Platforms is expected to kick off in a federal courtroom in Washington. If the government gets its way, the trial could end up forcing Meta to sell one or both of its most popular apps, Instagram and WhatsApp, but it will likely take months or years before that’s known. ... Next month, a much-anticipated Federal Trade Commission trial against Meta Platforms is expected...

Photo by AP

Google Taps MediaTek for Cheaper AI Chips

By Qianer Liu · Mar 17, 2025 6:00am PDT · 1 comment

Google plans to work with a new firm to help design and produce some of its artificial intelligence chips: MediaTek. Google is preparing to team up with the Taiwanese firm on the next version of the chips, known as Tensor Processing Units, that would be produced next year, according to two people involved in the project. Google plans to work with a new firm to help design and produce some of its artificial...

Crusoe CEO Chase Lochmiller, left, and Engine No. 1 founder Christopher James. Photos: Erin Beach

Startup Behind OpenAI’s Stargate Data Center Lands Record Power Deal

By Anissa Gardizy · Mar 16, 2025 8:57pm PDT · 5 comments

An Nvidia-backed startup building a massive data center for OpenAI has gained access to one of the largest new power sources for data centers in the U.S. The startup, Crusoe, said it struck an agreement with the owner of gas turbines that would generate 4.5 gigawatts of energy by 2027, an unprecedented sum that could power millions of Nvidia... An Nvidia-backed startup building a massive data center for OpenAI has gained access to one of...

Art by Mike Sullivan.

DeepSeek, a National Treasure in China, is Now Being Closely Guarded

By Juro Osawa and Qianer Liu · Mar 14, 2025 6:51am PDT · 7 comments

Art by Mike Sullivan.

DeepSeek, a National Treasure in China, is Now Being Closely Guarded

By Juro Osawa and Qianer Liu · Mar 14, 2025 6:51am PDT · 7 comments

DeepSeek’s sudden rise to global stardom has earned the startup a status akin to national treasure in China. One result is restrictions on how the company operates. In recent weeks, company executives have forbidden some of DeepSeek’s employees involved in the research and development of artificial intelligence models from traveling abroad... DeepSeek’s sudden rise to global stardom has earned the startup a status akin to national...