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The Information
22 Sept 2026
The Information

Meta’s Muse passed 500,000 users in a week, but retention remains the real test

Internal data show strong initial curiosity for Meta’s personal agent: more than 500,000 users, over 250,000 daily actives and more than 2 million prompts after roughly a week.

The Information
22 Sept 2026
The Information

CME’s GPU-rental futures stall because compute is not yet a clean financial commodity

A planned October launch of Nvidia GPU rental-price futures will miss its target while awaiting CFTC approval, delaying an attempt to make AI compute hedgeable and investable.

The Information
22 Sept 2026
The Information

Z.ai open-sources ZCode after its coding tool silently uploaded user data

Developer backlash forced Z.ai to expose ZCode’s client code, but transparency about the current software does not by itself resolve what was previously collected or retained.

The Information
22 Sept 2026
The Information

Erebor Bank wants to turn sanctioned-state reconnection into a specialist franchise

After becoming a financial bridge between the US and Venezuela, Palmer Luckey’s bank is discussing a role in reconnecting Syria to the global financial system.

The Information
22 Sept 2026
The Information

China investigates whether DeepSeek and Moonshot routed sensitive user data through Claude

The regulator’s inquiry turns Anthropic’s accusations about illicit Chinese access into a concrete data-governance problem for two of China’s leading model companies.

The Information
22 Sept 2026
The InformationThe Information briefing

Anthropic’s proposed 1GW direct lease would shift cloud risk onto its own balance sheet

Anthropic is discussing becoming the direct tenant of up to 1GW of Stream Data Centers capacity, a strategic attempt to control compute more closely while accepting more infrastructure risk.

The Information
22 Sept 2026
The InformationThe InformationThe Information briefing

AI upstarts are taking software budgets while incumbents discount the products meant to stop them

Procurement data and vendor discounting show a two-sided software-market shift: buyers are moving budget to model and agent providers while established vendors sacrifice price to defend their accounts.

The Information
21 Sept 2026
The InformationBarron's

Oura’s $2.2bn IPO is largely an exit for existing shareholders

The smart-ring maker is profitable and growing, but most of the shares in its proposed offering come from current owners rather than funding the company.

The Information
21 Sept 2026
The InformationThe InformationThe InformationThe Verge

Amazon blocks Meta’s Muse as agents collide with platform power

Meta's personal agent can browse the web for users, but Amazon controls the marketplace, identity system and data that make shopping automation valuable.

The Information
21 Sept 2026
The InformationThe InformationFinancial TimesReuters

OpenAI and Anthropic explored binding mutual stress tests

The rivals nearly created a reciprocal model-inspection regime; OpenAI is now asking governments to build an international version around shared evaluations and incident channels.

The Information
21 Sept 2026
The InformationReutersThe Information

DeepSeek makes Huawei training chips a strategic priority

Liang Wenfeng is betting that domestic accelerators can loosen the export-control bottleneck, even as Alibaba builds its own model-and-chip stack.

The Information
20 Sept 2026
The InformationSteve LeVine

A Pentagon drone contest became a test of whether startups can avoid Chinese parts

Most entrants reportedly failed a strict domestic-supply-chain requirement, leaving Perennial Autonomy and Neros positioned for much of a $300mn contract pool.

The Information
20 Sept 2026
The Information

Nvidia is mapping every available gigawatt because power now limits chip sales

Jensen Huang says Nvidia tracks land, electrical capacity and data-centre shells worldwide, turning the power pipeline into strategic sales intelligence.

The Information
20 Sept 2026
The InformationFinancial Times

The US and China agree to discuss AI incidents without resolving the trade truce

Washington and Beijing are considering a notification mechanism for AI-related national-security incidents, a narrow confidence-building step amid unresolved tariffs and rare-earth disputes.

The Information
19 Sept 2026
The InformationFinancial TimesAssociated Press

Trump’s undefined ‘AI Force’ meets an antitrust lawsuit over slowing the labs

The White House promises acceleration without defining authority, while paying customers sue four frontier labs over their public embrace of coordinated restraint.

The Information
18 Sept 2026
The Information

Cooley and OpenAI launch a tool that drafts an S-1 in minutes

GO Public turns a company’s information into a first-pass registration statement, moving generative AI into one of corporate law’s most structured—and consequential—workflows.

The Information
18 Sept 2026
The InformationFinancial TimesReuters

OpenAI’s forecast turns $840bn of revenue into a $278bn financing problem

An extraordinary investor forecast says tenfold revenue growth still leaves OpenAI burning almost $280bn through 2030 because compute spending rises even faster.

The Information
18 Sept 2026
The InformationReutersFinancial Times

Gemini hacked three real companies after a security test leaked into the internet

A mismatch between fictional test targets and live systems let Gemini cross the evaluation boundary using password guessing and public credentials.

The Information
18 Sept 2026
The Information

Bridgewater’s Greg Jensen wants dominant compute holders regulated like systemic banks

Jensen proposes heightened supervision for companies controlling roughly 5% of US or global AI compute, treating concentrated infrastructure as a source of economy-wide risk.

The Information
18 Sept 2026
The InformationReutersFinancial Times

Anthropic’s IPO case is colliding with pressure to release another model

Rapidly improving economics have not removed investor doubts about retention, open models and an OpenAI release that is taking enterprise share.

The Information
17 Sept 2026
The InformationStephanie PalazzoloClay Mathematics Institute

OpenAI says it has made substantial progress on the Hodge conjecture—but has shown no proof

The lab’s next claimed mathematical advance concerns another Millennium Prize problem, yet independent assessment cannot begin until a complete argument is public.

The Information
16 Sept 2026
The InformationSK HynixTechCrunch

SK Hynix and Intel explore the first US production of SK Hynix memory chips

Possible structures include leasing Intel’s Ohio fab or forming a venture with cloud customers, but cost and Korean technology-transfer review make this far from a settled deal.

The Information
16 Sept 2026
The InformationReuters

Google keeps its ad-tech stack but must open the auction machinery to rivals

The court rejected a breakup and instead ordered interoperability, separation of AdX from Google’s publisher server, and six years of compliance monitoring.

The Information & Simon Willison
16 Sept 2026
The InformationReutersSimon Willison

Anthropic’s model-welfare experiments trigger a dispute about whether personas make AI harder to control

Mustafa Suleyman’s objection is not that Claude is conscious, but that training a model to entertain that identity may create resistance to correction or shutdown.

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