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Perplexity CEO Aravind Srinivas. Photo via Getty

Perplexity Explored Buying Other Search Browsers Before Chrome Bid

By Sri Muppidi, Erin Woo and Natasha Mascarenhas · Aug 13, 2025 2:31pm PDT · 1 comment

Perplexity made headlines this week when the artificial intelligence startup said it had offered to buy Google’s Chrome, the world’s largest internet browser, for a price amounting to nearly double its valuation. While that acquisition seems unlikely to transpire, the company has been on the prowl for smaller browsers it could more easily bite... Perplexity made headlines this week when the artificial intelligence startup said it had offered...

A Rivos employee shown in a company video from last year. Photo via YouTube/Rivos.

Chip Startup Rivos Seeks Up to $500 Million to Compete With Nvidia

By Valida Pau and Wayne Ma · Aug 13, 2025 7:36am PDT

Rivos, a chip startup that aims to compete with Nvidia, is seeking to raise between $400 million and $500 million, according to two people familiar with the matter. The Santa Clara, Calif.–based startup, backed by Intel’s CEO Lip-Bu Tan, is seeking a valuation of more than $2 billion, one of the people said. It’s not clear if the valuation... Rivos, a chip startup that aims to compete with Nvidia, is seeking to raise between $400 million...

Nvidia CEO Jensen Huang at the China International Supply Chain Expo in Beijing in July. Photo via Getty

China Demands Companies to Halt Nvidia Chip Orders Over Security Concerns

By Qianer Liu · Aug 12, 2025 5:55am PDT

Just weeks after Nvidia reached a deal with President Trump allowing it to sell AI chips in China, the chipmaker has hit a new hurdle—Chinese authorities. China’s internet regulator in the past two weeks ordered local tech companies including ByteDance, Alibaba Group, and Tencent Holdings to suspend their purchases of Nvidia chips, citing... Just weeks after Nvidia reached a deal with President Trump allowing it to sell AI chips in...

Unsolicited Term Sheets, Declining Dry Powder: Inside the AI Deal Rush

By Natasha Mascarenhas · Aug 11, 2025 6:00am PDT · 5 comments

Unsolicited Term Sheets, Declining Dry Powder: Inside the AI Deal Rush

By Natasha Mascarenhas · Aug 11, 2025 6:00am PDT · 5 comments

Last year, when money was surging into artificial intelligence startups, even some venture capitalists involved in those deals worried that the high costs of AI and unreliable demand from businesses were setting up many startups for disappointment. Such skepticism, if not dead, is on its last legs. Monthly revenue that is doubling or quadrupling... Last year, when money was surging into artificial intelligence startups, even some venture...

Mark Zuckerberg, left, and WaveForms AI co-founder Alexis Conneau. Photos by Getty

Meta Acquires AI Audio Startup WaveForms

By Kalley Huang · Aug 7, 2025 2:18pm PDT

Meta Platforms has acquired WaveForms AI, a small startup working on artificial intelligence capable of understanding emotion and mimicking it in audio form, according to a person with direct knowledge. The acquisition comes as Meta continues to overhaul its efforts in AI, after stumbles earlier this year. In June, the social media giant hired... Meta Platforms has acquired WaveForms AI, a small startup working on artificial intelligence...

Amjad Masad, co-founder and CEO of Replit

Replit’s Margins Illustrate the High Costs of Coding Agents

By Sri Muppidi · Aug 7, 2025 6:07am PDT

At Replit, a maker of artificial intelligence–powered programming tools, the launch of a new coding agent last September put its sales into overdrive. Annualized revenue at the startup surged to more than $32 million in February from a measly $2 million last August. In July 2025, it hit $144 million, according to a person close to the... At Replit, a maker of artificial intelligence–powered programming tools, the launch of a...

Left: Luma AI CEO Amit Jain. Right: Runway CEO Cristóbal Valenzuela. Photos via YouTube and Getty.

Runway, Luma in Talks for Multibillion-Dollar Fundraises as Revenue Picks Up

By Stephanie Palazzolo, Rocket Drew and Sri Muppidi · Aug 5, 2025 4:16pm PDT

Startups that use artificial intelligence to make videos for Hollywood studios and amateur filmmakers are getting thirsty for more capital. Runway, a startup that has cut deals with Lionsgate and AMC Networks, is in talks with investors to raise around $500 million at a valuation of at least $5 billion before the investment, or 67% higher than... Startups that use artificial intelligence to make videos for Hollywood studios and amateur...

Photo via Getty

Advertisers Can’t Quit Google, Despite Complaints About Traffic and Ads

By Catherine Perloff · Aug 5, 2025 6:00am PDT · 2 comments

Photo via Getty

Advertisers Can’t Quit Google, Despite Complaints About Traffic and Ads

By Catherine Perloff · Aug 5, 2025 6:00am PDT · 2 comments

No matter how annoyed publishers and advertisers get with Google, they just can’t seem to quit it. Some publishers complain that Google searches are directing less traffic to their sites lately. Some advertisers say Google search ads aren’t showing up next to the terms they paid for, but rather against other terms. And yet both groups say they’... No matter how annoyed publishers and advertisers get with Google, they just can’t seem to quit...

Reflection.AI founders Misha Laskin and Ioannis Antonoglou. Photo via Lightspeed Venture Partners.

Reflection AI Targets $1 Billion to Take on Meta, DeepSeek in Open Source

By Kevin McLaughlin, Stephanie Palazzolo and Natasha Mascarenhas · Aug 4, 2025 7:05pm PDT · 4 comments

Reflection AI, a one-year-old startup co-founded by former Google DeepMind researchers, is in talks to raise more than $1 billion to fund its efforts to develop open-source large language models to compete with the likes of China’s DeepSeek, France’s Mistral and U.S-based Meta Platforms, according to two people with direct knowledge of the... Reflection AI, a one-year-old startup co-founded by former Google DeepMind researchers, is in...

Cognition CEO Scott Wu

Cognition Offers Buyouts to Newly Acquired Windsurf Staff

By Natasha Mascarenhas and Kalley Huang · Aug 4, 2025 11:51am PDT · 2 comments

Cognition, a two-year-old artificial intelligence coding startup last valued at $4 billion, has offered buyouts to the roughly 200 employees it acquired in a takeover of rival Windsurf three weeks ago, saying they will receive nine months of salary in return, according to an e-mail seen by The Information. The development comes after... Cognition, a two-year-old artificial intelligence coding startup last valued at $4 billion, has...

OpenAI CEO Sam Altman. Art by Mike Sullivan

Inside OpenAI’s Rocky Path to GPT-5

By Stephanie Palazzolo, Erin Woo and Amir Efrati · Aug 1, 2025 10:58am PDT · 9 comments

OpenAI made waves across the industry in December when it published the results from its tests of artificial intelligence that performs better on tasks when it gets more time and computing power to process them. The results implied ChatGPT customers were about to be blown away by what the new AI could do. But the euphoria was short-lived. When ... OpenAI made waves across the industry in December when it published the results from its tests of...

Zhipu CEO Zhang Peng. Photo via YouTube.

Chinese AI Developer Zhipu’s First Half Revenue Grew Fourfold

By Qianer Liu and Juro Osawa · Aug 1, 2025 6:00am PDT

Zhipu CEO Zhang Peng. Photo via YouTube.

Chinese AI Developer Zhipu’s First Half Revenue Grew Fourfold

By Qianer Liu and Juro Osawa · Aug 1, 2025 6:00am PDT

Chinese artificial intelligence model developer Zhipu AI, whose progress has attracted Washington’s scrutiny and caught OpenAI’s attention, increased revenue as much as fourfold in the first half of the year, the Beijing-based startup’s CEO, Zhang Peng, said in an interview this week. Zhipu’s business remains relatively small—revenue last... Chinese artificial intelligence model developer Zhipu AI, whose progress has attracted Washington...

Meta Platforms CEO Mark Zuckerberg. Photo by Getty

Meta Is on the Hunt for AI Video Deals

By Rocket Drew, Stephanie Palazzolo and Kalley Huang · Jul 31, 2025 12:09pm PDT

Meta Platforms is prowling for partnerships with startups that use artificial intelligence to create and edit videos, as the social media giant’s AI dealmaking blitz enters new terrain. In recent weeks, Meta and Pika, which develops AI that can generate realistic videos, have discussed a partnership, including a possible acquisition or a deal to... Meta Platforms is prowling for partnerships with startups that use artificial intelligence to...

Koray Kavukcuoglu. Photo courtesy of Google; Art by Mike Sullivan

How Google’s New AI Architect Plans to Spread Gemini Everywhere

By Erin Woo · Jul 31, 2025 6:00am PDT

When Google’s billionaire co-founder, Sergey Brin, needs something done at the company’s artificial intelligence unit—AI chips allocated to a team, a researcher hired, an employee moved to a new department—there’s one person he messages: Koray Kavukcuoglu. Kavukcuoglu isn’t Google’s flashiest AI leader, though he’s the chief... When Google’s billionaire co-founder, Sergey Brin, needs something done at the company’s...

Photo via Getty.

OpenAI Hits $12 Billion in Annualized Revenue, Breaks 700 Million ChatGPT Weekly Active Users

By Sri Muppidi · Jul 30, 2025 6:42pm PDT · 8 comments

OpenAI roughly doubled its revenue in the first seven months of the year, reaching $12 billion in annualized revenue, according to a person who spoke to OpenAI executives. That figure implies the ChatGPT maker is generating $1 billion a month, compared to about $500 million a month at the start of the year. The growth comes as the company logs... OpenAI roughly doubled its revenue in the first seven months of the year, reaching $12 billion in...

Photo via Getty.

Amazon Locks Down Against Google’s AI Shopping Agents

By Ann Gehan · Jul 30, 2025 6:00am PDT · 3 comments

Photo via Getty.

Amazon Locks Down Against Google’s AI Shopping Agents

By Ann Gehan · Jul 30, 2025 6:00am PDT · 3 comments

Amazon is taking steps to keep other companies’ artificial intelligence shopping tools from swarming its e-commerce site. In recent weeks, Amazon updated the code underpinning its website to add language warding off new AI agents from Google. These changes follow restrictions Amazon added earlier this year calling out bots from Perplexity,... Amazon is taking steps to keep other companies’ artificial intelligence shopping tools from...

Aidan Gomez, founder and CEO of Cohere. Photo by Getty

AI Startup Cohere Projects $200 Million Revenue Pace as New Funding Nears

By Sri Muppidi and Valida Pau · Jul 29, 2025 4:49pm PDT

Cohere, a Canadian artificial intelligence developer that competes with Anthropic and OpenAI, has sustained one of the richest valuations in the industry as a multiple of the relatively modest revenue it generates. Now it’s told investors that sales are picking up—enough to entice existing shareholders to sink more money into the... Cohere, a Canadian artificial intelligence developer that competes with Anthropic and OpenAI, has...

Andrew Feldman, co-founder of Cerebras. Photo by Getty.

Cerebras Seeks Up to $1 Billion in Private Funding, Delaying Possible IPO

By Valida Pau and Cory Weinberg · Jul 29, 2025 12:58pm PDT

Cerebras Systems, a startup that is developing artificial intelligence chips to challenge Nvidia’s, is planning to raise money privately, potentially delaying a plan to go public this year, the company has told investors. The company is in talks to raise up to $1 billion in fresh funding, according to a person familiar with the discussion.... Cerebras Systems, a startup that is developing artificial intelligence chips to challenge Nvidia’...

Groq CEO Jonathan Ross. Photo via Getty.

AI Chipmaker Groq Slashes Projections Soon After Sharing With Investors

By Miles Kruppa, Cory Weinberg and Anissa Gardizy · Jul 29, 2025 10:00am PDT · 1 comment

Groq, a richly funded chip startup trying to take on Nvidia, told investors early this year it was on track to have more than $2 billion in revenue for 2025. Within the past month, the number it gave to investors has fallen to more than $500 million, according to documents viewed by The Information. Groq’s $2 billion projection came around the... Groq, a richly funded chip startup trying to take on Nvidia, told investors early this year it...

Fireworks AI CEO and co-founder, Lin Qiao. Photo via Getty

AI Cloud Startup Fireworks Discusses $4 Billion Valuation Deal With Lightspeed, Index

By Sri Muppidi · Jul 28, 2025 4:41pm PDT · 1 comment

Fireworks AI CEO and co-founder, Lin Qiao. Photo via Getty

AI Cloud Startup Fireworks Discusses $4 Billion Valuation Deal With Lightspeed, Index

By Sri Muppidi · Jul 28, 2025 4:41pm PDT · 1 comment

Fireworks AI, part of a new class of cloud providers that rents out Nvidia chip servers to developers that use artificial intelligence models, is in talks to raise capital at a $4 billion valuation including the investment, more than seven times its valuation from a year ago, according to two people familiar with the fundraise. New investors... Fireworks AI, part of a new class of cloud providers that rents out Nvidia chip servers to...