🇯🇵 JP
The Information
Apr 27 – May 3, 2026
AWS Revenue Grows 28% in First Quarter (theinformation.com)
PayPal Reorganizes to Make Venmo Standalone Unit (theinformation.com)
OpenAI Plots Big Expansion of Cheaper ChatGPT (theinformation.com)
The Hidden Risks in AI Funding (theinformation.com)
XAI Shows How Hard It Is to Use a Lot of GPUs at Once (theinformation.com)
The Asterisk on Benchmark’s Manus Exit (theinformation.com)
OpenAI's Wall Street Disconnect (theinformation.com)
Musk Makes His OpenAI Case in Court (theinformation.com)
Robinhood Shares Fall After Crypto Revenue Tanked 47% (theinformation.com)
OpenAI Models, Codex Now Available in AWS Bedrock (theinformation.com)
How Nadella and Altman Averted a Legal War Over AWS (theinformation.com)
OpenAI Recently Missed Internal Revenue Target (theinformation.com)
Court Selects Jury for Musk-Altman Trial (theinformation.com)
Startup GridCare Aims to Tap Hidden Power Capacity (theinformation.com)
OpenAI’s AWS Push Comes As Customers Embrace Rivals (theinformation.com)
Musk Drops Fraud Claims Against OpenAI (theinformation.com)
Apr 20 – Apr 26, 2026
Musk-OpenAI and Big Tech Earnings on Deck This Week (theinformation.com)
Atlassian and HubSpot Join Shift From AI Flat Fees (theinformation.com)
Benson Boone, Tech’s Go-To Performer (theinformation.com)
Nvidia’s Market Capitalization Passes $5 Trillion (theinformation.com)
Intel Shares Jump 25% in Wake of Earnings Report (theinformation.com)
DeepSeek Launches New-Generation V4 Models (theinformation.com)
The Region Where Software M&A Is Hopping (theinformation.com)
Big Tech's New Layoffs Phase is Underway (theinformation.com)
Users of xAI’s Grok Report Outages (theinformation.com)
Crypto Hack Puts Big Lender in Turmoil (theinformation.com)
Meta Memo Confirms Plans to Cut 10% of Staff (theinformation.com)
OpenAI Releases ‘Spud’ GPT-5.5 Model (theinformation.com)
WBD Shareholders Approve Paramount Purchase (theinformation.com)
Netflix Authorizes New $25 Billion Stock Buyback (theinformation.com)
Tesla Revenue Grew 16% in First Quarter (theinformation.com)
Microsoft Names New LinkedIn CEO (theinformation.com)
How CoreWeave Seduced the Bond Market (theinformation.com)
OpenClaw Struggles to Grow Up After Overnight Success (theinformation.com)
Google Announces New TPUs for Training and Inference (theinformation.com)
Anthropic Investigates Unauthorized Mythos Use (theinformation.com)
What SpaceX’s Cursor Deal Says About xAI (theinformation.com)
The Bankers Behind SpaceX’s “Project Apex” IPO (theinformation.com)
Adobe Announces New Stock Buyback (theinformation.com)
SpaceX Debt Jumped to $23 Billion Last Year (theinformation.com)
Microsoft Cuts Xbox Game Subscription Price 23% (theinformation.com)
OpenAI Launches Cost-Per-Click ChatGPT Ads (theinformation.com)
Snap CFO to Leave (theinformation.com)
Apple’s CEO Switch; Amazon’s AI Hedge (theinformation.com)
Amazon to Invest Up to $25 Billion in Anthropic (theinformation.com)
Andreessen Backs X-based Media Startup (theinformation.com)
OpenAI Takes Aim at Google with New Image Model (theinformation.com)
Google Creates Strike Team to Improve Coding Models (theinformation.com)
Apr 13 – Apr 19, 2026
Adobe and Google Cloud Head to Vegas (theinformation.com)
China’s 10 Most Important Chip Design Firms (theinformation.com)
Anthropic CEO Visits White House (theinformation.com)
What xAI and OpenAI Should Buy Next (theinformation.com)
Anthropic’s CFO Wields Power Behind the Scenes (theinformation.com)
Meta Eyes Layoffs of 10% of Company Starting in May (theinformation.com)
Kevin Weil and Sora Head to Leave OpenAI (theinformation.com)
Meta Paid Broadcom $2.3 Billion in 2025 (theinformation.com)
Anthropic Launches Claude Design (theinformation.com)
TSMC’s Strong Results is One More Bullish AI Sign (theinformation.com)
Marc Lore’s Wonder Preps a Pre-IPO Round (theinformation.com)
Meta Raises VR Headset Prices by as Much as $100 (theinformation.com)
xAI to Rent Computing Power to Cursor (theinformation.com)
TSMC Raises Revenue Forecast as AI Chip Demand Surges (theinformation.com)
TSMC Raises Revenue Forecast as AI Chip Demand Surges (theinformation.com)
Figma’s Apple Moment; Allbirds’ AI Pivot (theinformation.com)
Accel Raises $5 Billion for Late-Stage Investments (theinformation.com)
Allbirds to Pivot to AI Chips (theinformation.com)
Anthropic Exec Leaves Figma Board (theinformation.com)
Snap Lays Off 16% of Workforce (theinformation.com)
Novartis CEO Joins Anthropic’s Board (theinformation.com)
What Amazon’s Globalstar Purchase Means for SpaceX (theinformation.com)
Exclusive: Meta AI Infrastructure Executive Departs (theinformation.com)
Uber CTO Shows How Claude Code Can Blow Up AI Budgets (theinformation.com)
The Enigma of the Data Labeling Startup Explosion (theinformation.com)
What SpaceX’s Numbers Do and Don’t Tell Us (theinformation.com)
New SpaceX Numbers Show Reliance on Starlink (theinformation.com)
Altman Addresses Home Attack (theinformation.com)
Apr 6 – Apr 12, 2026
Atlassian and Figma Lead the R&D Arms Race (theinformation.com)
Silicon Valley, Ready to Laugh Again? (theinformation.com)
The ‘Tokenmaxxing’ Tide May Already Be Turning (theinformation.com)
CoreWeave Strikes Multi-Year Deal with Anthropic (theinformation.com)
SK Hynix Is the Overlooked Memory Chip Maker (theinformation.com)
Anthropic Considers Designing its Own Chip (theinformation.com)
Google Will Use Intel Chips in Data Centers (theinformation.com)
OpenAI, Forecasts and Guesses (theinformation.com)
At HumanX, Anthropic Stokes AI Optimism (theinformation.com)
OpenAI Tweaks AI Coding Agent Pricing Amid Rising Use (theinformation.com)
SpaceX Woos Investors As C-Suite Shakeups Continue (theinformation.com)
CPU Startup SiFive Raises $400 Million (theinformation.com)
Amazon Considers Selling AI Chips Beyond AWS (theinformation.com)
Unilever Acquires Supplement Startup Grüns (theinformation.com)
Tesla Considers Producing Smaller, Cheaper SUV (theinformation.com)
Alibaba Anonymously Launches New AI Video Model (theinformation.com)
Meta Tries to Light a Fire in AI Market (theinformation.com)
Perplexity’s ARR Rises to $500 Million (theinformation.com)
Meta Unveils New AI Models (theinformation.com)
Meta Shutters Internal AI Token Leaderboard (theinformation.com)
AWS CEO Says Claude Code Won’t Replace SaaS (theinformation.com)
Amazon Reduces Package Volume with USPS (theinformation.com)
Anthropic’s Compute Crunch Strikes Again (theinformation.com)
OpenAI’s Never-Ending Soap Opera (theinformation.com)
OpenAI Asks Attorneys General to Investigate Musk (theinformation.com)
Can TensorWave Leapfrog Nvidia’s Big Moat? (theinformation.com)
Oracle Names CFO (theinformation.com)
Codex and Claude Code Can Work Together (theinformation.com)
Meta Employees Vie for AI ‘Token Legend’ Status (theinformation.com)
OpenAI CFO Questions 2026 IPO Readiness (theinformation.com)
Mar 30 – Apr 5, 2026
What the Coming Big IPOs Mean for Tech Stocks (theinformation.com)
OpenAI CEO and CFO Diverge on IPO Timing (theinformation.com)
TBPN’s Lovable Underdog Era Ends (theinformation.com)
OpenAI’s Simo To Take Several Weeks of Medical Break (theinformation.com)
SpaceX Delays Next Starship Test Launch Again (theinformation.com)
DeepSeek’s New AI Model Will Be a Victory for Huawei (theinformation.com)
Why OpenAI's TBPN Deal is No Joke (theinformation.com)
Blackstone Extends the Data Center Buying Spree (theinformation.com)
OpenAI Buys TBPN (theinformation.com)
Amazon in Talks to Acquire Globalstar (theinformation.com)
Tesla Vehicle Deliveries Climb 6% Year-Over-Year (theinformation.com)
Alibaba Launches Another Closed-Source AI Model (theinformation.com)
Mixed OpenAI Investor Signals (theinformation.com)
Apple Turns 50 Years Old (theinformation.com)
SpaceX Said to Submit Confidential Filing for IPO (theinformation.com)
Did Prediction Markets Cause the Crypto Crash? (theinformation.com)
Claude Code Leak Reveals Always-On ‘Kairos’ Agent (theinformation.com)
Amazon’s AI Chat Ads Yield Data but Few Sales (theinformation.com)
Exclusive: Coder Raises $90 Million Led by KKR (theinformation.com)
OpenAI’s Fundraising; The (Dismal) IPO Class of 2021 (theinformation.com)
Sequoia Capital Names Former Leader Leone as Chairman (theinformation.com)
How an Unusual Fitness Deal Came Together (theinformation.com)
Nvidia Invests $2 Billion in Marvell (theinformation.com)
Microsoft Energy VP Departs (theinformation.com)
Oracle Lays of Thousands of Employees (theinformation.com)
Anthropic’s Coding Agent Source Code Exposed in Leak (theinformation.com)
AI Is Weighing on the Software Debt Market (theinformation.com)
Chinese AI Firm Zhipu’s 2025 Revenue Jumps 132% (theinformation.com)
Fashion Brand Firm to Buy Allbirds for $39 Million (theinformation.com)
DeepSeek’s Chatbot Goes Dark for Over 10 Hours (theinformation.com)
Nvidia Stock is Cheap—What That Signals (theinformation.com)
Apple Kicks Out Vibe Coding App (theinformation.com)
Apple Temporarily Launches AI Software in China (theinformation.com)
Big Tech Schools Big Energy on Powering AI (theinformation.com)
Anthropic’s Success Sparks Server Crunch (theinformation.com)
Crypto’s Nasty Downturn Is Getting Worse (theinformation.com)
Mar 23 – Mar 29, 2026
SpaceX’s IPO Challenge (theinformation.com)
Washington State Sues Kalshi (theinformation.com)
SpaceX Hype Boosts Stocks in Its Crosshairs (theinformation.com)
Social Media’s New Legal Overhang (theinformation.com)
How the Next General Partners Are Winning Deals (theinformation.com)
X Lays Off CMO, Other Staff Ahead of SpaceX IPO (theinformation.com)
Aligned Data Centers Raises $2.6 Billion in Debt (theinformation.com)
Amazon AI Chip Product Leader Departs (theinformation.com)
Claude is Gaining on OpenClaw (theinformation.com)
Meta’s Future Value and the Social Media Verdict (theinformation.com)
Blackstone Nears Deal to Buy Data Center Firm Rowan (theinformation.com)
Amazon Adds Returns Dropoffs at FedEx Stores (theinformation.com)
Space Stocks Rally On Report of SpaceX IPO Filing (theinformation.com)
The Bull Case for AI Just Got Stronger (theinformation.com)
Apple Can ‘Distill’ Google’s Big Gemini Model (theinformation.com)
Meta Launches Meta Small Business (theinformation.com)
Meta Platforms to Lay Off Hundreds (theinformation.com)
AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push (theinformation.com)
Amazon Buys Fauna Humanoid Startup (theinformation.com)
The Math Behind Anthropic’s Mad Revenue Growth (theinformation.com)
SpaceX Aims to File for IPO as Soon as This Week (theinformation.com)
OpenAI Wrongfoots Disney (theinformation.com)
Software Stocks Drop Once Again on AI Fears (theinformation.com)
Meta Names Bosworth to Oversee Internal AI Use (theinformation.com)
Google’s Gemini Steals a March on OpenAI (theinformation.com)
OnlyFans Owner Dies of Cancer Amid Sale Talks (theinformation.com)
Meta Hires AI Startup Dreamer’s Team (theinformation.com)
OpenAI Hires Ad Sales Exec from Meta (theinformation.com)
Mar 16 – Mar 22, 2026
Stock Comp and Software’s Illusory Profits (theinformation.com)
Tech M&A Chilled by AI, Inflation Fears (theinformation.com)
AI’s Enthusiasm Chasm (theinformation.com)
Inside Anduril’s Big Gamble: An Ohio Weapons Factory (theinformation.com)
Elon Musk Misled Twitter Investors, Jury Finds (theinformation.com)
Amazon is Working on AI-Powered Mobile Device (theinformation.com)
8 Questions Investors Need to Ask About SpaceX’s IPO (theinformation.com)