#TheInformation

The tech industry equivalent of the Super Bowl may finally be upon us. Anthropic could make public the paperwork for its initial public offering as early as Monday.…

This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh, raced to design a policy to protect a data center developer from a $1 million-a-day late fee.…

OpenAI’s efforts to undercut Anthropic on price are producing some results. For instance, in May, Anthropic models powered 57% of the coding work of hundreds of engineers at Rippling, an HR software firm, while OpenAI models handled 16% of that work.…

Welcome, Weekenders! Whenever I’m the slightest bit ill, I take to my bed and mope. If it goes more than a day or so, I assume the worst—that the end is nigh.…

In April 2025, Eric Glyman, co-founder and co-CEO of Ramp, received some bad news: A deal was falling apart. Glyman had been hoping Ramp, a highly valued startup that sells corporate credit cards and expense management software, could strike a partnership…

When Reflection AI set out to raise $2.5 billion early this year, one of its existing venture backers, B Capital, was eager to invest again in the startup, which has emerged as the most high-profile U.S. maker of open-source AI models.…

Instacart is in talks to sell itself in a transaction that would cap the grocery delivery app’s 14-year run as a standalone company. Currently valued at $12 billion, Instacart has been working with an investment bank to weigh its options and held at least…

Instacart shares jumped 10% in the final minutes of regular stock market trading Friday following The Information’s report that the delivery app company is in talks to sell itself. Shares in the company closed at $56.44.…

Amazon Web Services capacity is mostly booked up through at least next year, Amazon CEO Andy Jassy said on an Andreessen Horowitz podcast released on Friday. “‘26 is obviously at this point sold out. [2027] is largely sold out.…

Moonshot AI on Friday announced its new model, Kimi K3.1 Pro, demonstrating performance that rivals that of top-tier U.S. frontier models on some benchmarks.…

DeepSeek has closed its second funding round, raising 106 billion yuan ($15.9 billion) in one of the biggest-ever fundraising deals in China’s AI sector, according to three people with knowledge of the matter.…

The U.S. Treasury Department on Thursday proposed to expand existing outbound investment restrictions out of national security concerns, in a move set to further decouple venture capital ties between the U.S. and China.…

Israeli security firm Lava said it found 32 Nvidia Blackwell Ultra B300 chips through monitoring systems linked to the network of China Telecom, a state-owned telecommunications company.…

While much of the AI industry has fixated on new personal AI assistants from Meta and OpenAI, video AI is enjoying a quiet renaissance. Hollywood mogul Jeffrey Katzenberg is teaming up with the former head of OpenAI’s Sora app to launch a new AI film…

OpenAI’s systems had multiple vulnerabilities that would allow AI agents to circumvent monitoring and take arbitrary unauthorized actions, evaluators from AI safety nonprofits METR and Redwood Research found during a three-week pilot with OpenAI from late…

Google said it is partnering with energy company Voltus to pay homes and businesses to curb electricity use during peak hours, in the latest effort to mitigate the data center boom’s impact on power demand.…

Tractian, a 7-year-old physical AI startup based in Atlanta, Georgia, has raised $130 million at a valuation of $1.4 billion in a Series D funding round led by Sapphire Ventures.…

Enterprise software firm Datadog recently offered to buy Israeli cloud cybersecurity startup Upwind Security for nearly $4 billion, according to someone with direct knowledge of the talks, the latest sign of white-hot interest in such firms.…

SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to people familiar with the discussions.…

Salesforce is leading the software industry’s attempt to collect fees from businesses that use Claude and other external AI tools to automate work in enterprise apps.…