The Information

Anthropic CEO Dario Amodei.

Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive

By Sri Muppidi · Jan 27, 2026 5:15pm PST · 5 comments

Anthropic has hiked its revenue forecasts for the next several years, projecting that sales will quadruple this year to as much as $18 billion and will hit $55 billion next year. It is aiming to shrink the revenue gap with OpenAI, its older archrival. The revenue projections, which haven’t previously been reported, are significantly higher than... Anthropic has hiked its revenue forecasts for the next several years, projecting that sales will...

OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Getty Images.

OpenAI Seeks Premium Prices in Early Ads Push

By Ann Gehan and Catherine Perloff · Jan 26, 2026 6:00am PST · 1 comment

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL, and well above what rivals such as Meta Platforms’ social media apps charge. But unlike Meta or Google, OpenAI won’t be providing detailed information about the query responses accompanying their ads or whether ads prompted ChatGPT... In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video...

OpenAI CFO Sarah Friar.

OpenAI Aims to Lure Businesses From Anthropic

By Kevin McLaughlin and Sri Muppidi · Jan 24, 2026 8:00am PST · 4 comments

Some of OpenAI’s most attention-grabbing efforts over the past year have involved products for consumers, from a social app to an AI-powered device it plans to announce later this year. Last week, though, the company’s CEO, Sam Altman, gathered Disney CEO Bob Iger and other corporate executives in San Francisco to deliver a message: OpenAI is... Some of OpenAI’s most attention-grabbing efforts over the past year have involved products for...

Art by Mike Sullivan

Crypto Exchanges Want to Trade U.S. Stocks Everywhere

By Yueqi Yang · Jan 23, 2026 10:00am PST

Art by Mike Sullivan

Crypto Exchanges Want to Trade U.S. Stocks Everywhere

By Yueqi Yang · Jan 23, 2026 10:00am PST

Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto tokens that seek to track U.S. stocks, creating a parallel market that’s beyond the reach of U.S. regulators. Binance is exploring reintroducing stock tokens on its exchange after having removed them in 2021, according to a person familiar with the plan.... Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto...

Art by Mike Sullivan

With Google Deal, Apple’s Craig Federighi Plots a Cautious Course in AI

By Aaron Tilley and Wayne Ma · Jan 22, 2026 6:00am PST

Last fall, Apple’s software chief, Craig Federighi, delivered a warm message to a meeting of the company’s combined software and AI groups. Federighi said he was excited about deeper collaboration between his software team and Apple’s AI group. But then came Federighi’s criticism. He added that he liked moving fast and feeling the “wind at his... Last fall, Apple’s software chief, Craig Federighi, delivered a warm message to a meeting of the...

Dario Amodei, co-founder and chief executive officer of Anthropic, during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026.

Anthropic Lowers Gross Margin Projection as Revenue Skyrockets

By Sri Muppidi · Jan 21, 2026 6:19pm PST · 4 comments

Anthropic last month projected it would generate a 40% gross profit margin from selling AI to businesses and application developers in 2025, according to two people with knowledge of its financials. That margin was 10 percentage points lower than its earlier optimistic expectations, though it’s still a big improvement from the year before. The... Anthropic last month projected it would generate a 40% gross profit margin from selling AI to...

Barret Zoph. YouTube/OpenAI.

OpenAI Names Former TML Staffer Zoph to Oversee Enterprise Push

By Stephanie Palazzolo and Erin Woo · Jan 21, 2026 2:14pm PST · 1 comment

Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI in a swirl of controversy last week, will lead the company’s push to sell AI products to businesses, as part of a broader reorganization across the company, OpenAI’s CEO of Applications Fidji Simo told staff on Wednesday. Brad Lightcap, OpenAI’s chief operating officer, will... Barret Zoph, the Thinking Machines Lab cofounder who rejoined OpenAI in a swirl of controversy...

Art by Mike Sullivan/Gemini

Apple Developing AI Wearable Pin

By Wayne Ma and Qianer Liu · Jan 21, 2026 11:58am PST · 1 comment

Art by Mike Sullivan/Gemini

Apple Developing AI Wearable Pin

By Wayne Ma and Qianer Liu · Jan 21, 2026 11:58am PST · 1 comment

Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with multiple cameras, a speaker, microphones and wireless charging, according to people with direct knowledge of the project. The device could be released as early as 2027, they said. Such a product would position Apple to compete more effectively with OpenAI,... Apple is developing an AI-powered wearable pin the size of an AirTag that is equipped with...

Art by Mike Sullivan

TikTok Plans Big Shopping Push

By Jing Yang and Juro Osawa · Jan 21, 2026 6:04am PST

TikTok’s U.S. business may be about to take off. The scheduled completion this week of TikTok’s sale of its U.S. data security arm to a joint venture ends years of uncertainty about its future in the U.S. And the video app maker is now redoubling its efforts to build a much bigger e-commerce business in the U.S., in a new challenge to Amazon. TikTok’s U.S. business may be about to take off. The scheduled completion this week of TikTok’s...

Photo by Getty.

OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch

By Catherine Perloff and Sri Muppidi · Jan 20, 2026 7:29pm PST · 1 comment

OpenAI has started offering its new chatbot ads to dozens of advertisers, according to two people familiar with the matter. To start off, the company is charging on the basis of ad views as opposed to per-ad clicks that are typical at large sellers of search ads like Google and Amazon, the people said. OpenAI is asking that small pool of... OpenAI has started offering its new chatbot ads to dozens of advertisers, according to two people...

Applied Compute co-founders Rhythm Garg and Linden Li.

Applied Compute, Founded by Ex-OpenAI Researchers, in Talks for $1.3 Billion Valuation

By Stephanie Palazzolo and Valida Pau · Jan 20, 2026 3:01pm PST · 1 comment

Applied Compute, a startup founded by three former OpenAI researchers that helps companies customize models with their own data, is in talks to raise new funding at a $1.3 billion valuation, including the investment, according to four people with knowledge of the discussions. The funding would more than double the company’s valuation from its... Applied Compute, a startup founded by three former OpenAI researchers that helps companies...

Art by Clark Miller.

JPMorgan Moves To Cut Off Fintech With Questionable Customers

By Michael Roddan · Jan 20, 2026 12:19pm PST

Art by Clark Miller.

JPMorgan Moves To Cut Off Fintech With Questionable Customers

By Michael Roddan · Jan 20, 2026 12:19pm PST

Fintech startup Checkbook began with the promise to help banks eliminate paper checks and transformed itself into an international payments company that leveraged a relationship with JPMorgan Chase to give all manner of customers access to the U.S. financial system. JPMorgan recently told Checkbook it was winding down its relationship with the... Fintech startup Checkbook began with the promise to help banks eliminate paper checks and...

My Interview With Andy Jassy: OpenAI, Trump, Power and the Future of AWS

By Jessica E. Lessin · Jan 20, 2026 5:44am PST · 1 comment

AI-powered shopping has the potential to be a big boost to Amazon’s retail business, CEO Andy Jassy said on Tuesday. And while Amazon already has its own shopping chatbot, it is also looking for ways to partner with other companies to run their chatbots on its site. In an interview with The Information’s Jessica Lessin at the World Economic... AI-powered shopping has the potential to be a big boost to Amazon’s retail business, CEO Andy...

Google’s Gemini Sees Developer Requests More Than Double in Five Months

By Erin Woo · Jan 19, 2026 6:00am PST · 5 comments

Google’s improvements to its Gemini AI models are boosting the company’s top line. Over the past year, Google’s business selling access to its Gemini AI models has skyrocketed, reflecting the improving quality of those models, according to three people with knowledge of Gemini’s sales. That’s likely to lift revenue from Google Cloud’s core... Google’s improvements to its Gemini AI models are boosting the company’s top line. Over the past...

Mira Murati. Photo by Patrick T. Fallon/Getty Images

Thinking Machines Exodus Tests Investor Appetite for a $50 Billion Valuation

By Erin Woo and Stephanie Palazzolo · Jan 17, 2026 3:36pm PST · 5 comments

The timing couldn’t have been more awkward for Thinking Machines Lab. On Wednesday, during an all-hands meeting at the AI startup, its CEO, Mira Murati, announced that she had fired one of Thinking Machines’ co-founders, its Chief Technology Officer Barret Zoph, for poor performance and speaking with competitors, according to a person familiar... The timing couldn’t have been more awkward for Thinking Machines Lab. On Wednesday, during an...

Motive CEO Shoaib Makani. Art by Clark Miller; screenshot via YouTube.

Dashcam Maker Motive Delays Marketing of Its IPO

By Cory Weinberg and Michael Roddan · Jan 16, 2026 2:41pm PST

Motive CEO Shoaib Makani. Art by Clark Miller; screenshot via YouTube.

Dashcam Maker Motive Delays Marketing of Its IPO

By Cory Weinberg and Michael Roddan · Jan 16, 2026 2:41pm PST

Motive Technologies, a seller of AI-powered dashcams to trucking companies, is delaying the marketing of its initial public offering, which was supposed to begin on Monday, three people close to the company said. It could delay its roadshow another week, two of the people said. They didn’t describe the exact reasons, but one person called it a “... Motive Technologies, a seller of AI-powered dashcams to trucking companies, is delaying the...

Outside of a TSMC microchip fabrication plant in Taichung, Taiwan. An Rong Xu for the Washington Post/Getty Images.

TSMC Can’t Make AI Chips Fast Enough

By Qianer Liu · Jan 14, 2026 7:00am PST · 2 comments

Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC Wei, CEO of Taiwan Semiconductor Manufacturing Co., met with reporters. Wei told the assembled media that Huang had come to ask for more chips, to which Huang, standing next to him, replied: “Yes!” Huang wasn’t the only U.S. tech executive making... Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC...

From left, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman. Images via Getty, art from Mike Sullivan

Microsoft’s Spending on Anthropic AI Is on Pace to Hit $500 Million

By Aaron Holmes, Sri Muppidi and Catherine Perloff · Jan 14, 2026 6:00am PST · 2 comments

OpenAI is Microsoft’s most important AI provider and its biggest cloud server customer. But as OpenAI does more business with Microsoft’s cloud rivals, Microsoft is doing more business with Anthropic, OpenAI’s archrival. Microsoft has quietly become one of Anthropic’s top customers and was recently on pace to spend nearly $500 million a year for... OpenAI is Microsoft’s most important AI provider and its biggest cloud server customer. But as...

Andrew Feldman, CEO of Cerebras. Photo By Ramsey Cardy/Getty Images

Chipmaker Cerebras in Talks to Raise $1 Billion at a $22 Billion Valuation

By Valida Pau and Anissa Gardizy · Jan 13, 2026 2:04pm PST

AI chip startup Cerebras Systems is in talks to raise about $1 billion, valuing the company at $22 billion before the new investment, as the chipmaker prepares to go public this year, according to people with knowledge of the discussions. That’s a big jump from its last private valuation of $8.1 billion in September 2025, when it raised $1.1... AI chip startup Cerebras Systems is in talks to raise about $1 billion, valuing the company at...

Nvidia CEO Jensen Huang. Photo by Patrick T. Fallon /Getty Images

China Restricts Nvidia Chip Purchases to Special Circumstances

By Qianer Liu · Jan 13, 2026 8:27am PST

Nvidia CEO Jensen Huang. Photo by Patrick T. Fallon /Getty Images

China Restricts Nvidia Chip Purchases to Special Circumstances

By Qianer Liu · Jan 13, 2026 8:27am PST

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips under special circumstances, such as for university research and development labs, according to two people with direct knowledge of the situation. The latest communication signals Beijing is hardening its position against... The Chinese government this week told some tech companies it would only approve their purchases...