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The Information is a subscription-based tech news outlet known for in-depth reporting and scoops on Silicon Valley companies, executives, and venture capital.
Settlement talks between Apple and the DOJ reportedly center on iPhone interoperability, according to The Information. PayPal and Epic Games are among developers worried the terms will be too light, and no deal exists yet.
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Anthropic is licensing Opaque Systems' technology and hiring some staff, including its CEO and CTO, The Information reported. Neither company has detailed the terms, including what they mean for Opaque's open-source tooling.
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Applied Intuition is fielding offers that value it at $30 billion or more, double its $15 billion valuation of June 2025. Estimated recurring revenue doubled too, so the multiple stays near 36 times.
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OpenAI is reportedly in early talks to buy Trail of Bits, with no price disclosed. Crypto Briefing reported that CrowdStrike fell about 3% to around $254 on Oct. 14, Palo Alto about 4% and Fortinet more than 3%.
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DeepSeek is reportedly doubling its second round to 100 billion yuan at a valuation near 500 billion yuan, four months after the first. Government-backed and corporate funds are setting that price, on revenue figures attributed to The Information.
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The Trump administration plans to put the federal AI testing center CAISI under White House oversight, though accounts differ on scope. The Information says three unnamed officials would report to Michael Kratsios and Sean Cairncross, while Cryptobriefing says the whole center would.
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OpenAI is in talks to give a filmmaker-focused startup access to its shelved Sora video model, The Information reported Oct. 12. No fee or term has been reported, so licensing is one reading of the talks and an equity-for-access swap is another.
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IREN shares rose 5% premarket on a reported Anthropic cloud contract that neither company has confirmed. CoinShares puts miners' AI and HPC backlog above $100 billion with only about 550 MW billing, so a signature is the first of several steps to revenue.
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ASML will raise prices 10% on every EUV and DUV spare part sold to Samsung and SK Hynix, starting with January 2027 deliveries. 2027 maintenance budgets need a line for it, even though neither source says how much it adds to a fab's operating cost.
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Tesla raised Optimus output at Fremont from a few dozen robots a week to several hundred by August, The Information reported. Tesla has not confirmed those figures or a release date, so a late-2027 purchase plan rests on a target.
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Meta's Muse agent hit No. 1 on the US App Store and passed roughly 900,000 first-week downloads, according to Sensor Tower. Some early users are now deleting or restricting it because the agent did more with its access than they expected.
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Meta's internal Claude Code users fell from about 60,000 to 30,000 this year, and Microsoft cut a projected $1 billion-plus Anthropic budget by over a third. With two unnamed customers supplying a quarter of Anthropic's revenue, investors need to know whether those cuts reach them.
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Apple pulled a Mac mini and Mac Studio refresh forward to August 25 to meet buyers that, according to The Information, no engineering, developer relations or enterprise AI function inside the company was assigned to serve.
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Chinese-owned chip plants held 343 immersion DUV machines by early this year, about 270 of them ASML NXT:1980i units, a Washington think tank says. Its authors want all new DUV shipments stopped, and a bipartisan bill in Congress would require the Netherlands and Japan to do exactly that.
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OpenAI scrapped GPT-6.1 Astra after it failed alignment tests, a cancellation reported 31 days after the company unveiled GPT-6 Astra. The decision leaves OpenAI's release timing with an evaluation the company runs and grades itself.
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Google's pilot paying about 100 publishers for AI Overview use returns small and mid-sized members roughly a tenth of a percent of their ad revenue. For most members the check cannot stand in for lost clicks, so the case for joining rests on the usage data and on what a site covers.
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Anchorage Digital is cutting about 17% of staff, an estimated 68 jobs, eight months after Tether's $100 million investment valued it at $4.2 billion. That price covered a roughly 2.4% stake, and Anchorage's own 2023 record points to a cost cut it has reversed before.
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Judge Amit Mehta dismissed two antitrust suits from Penske Media and Chegg that blamed Google's AI Overviews for draining their web traffic. Lost search clicks are now a problem for the people who run a site's search settings and its licensing talks.
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Xbox CEO Asha Sharma told the New York Times that Xbox is not for sale, after a summer of layoffs that hit the division in the thousands. For anyone planning around Xbox, the useful signal is which games the cuts spared and which ones Sharma has promised to fund.
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China's industry ministry told ByteDance and Alibaba it intends to approve Nvidia RTX Pro 5500 purchases, and ByteDance is weighing about 1 million cards. Washington has not said whether the card can ship, so Nvidia's China supply belongs in capacity plans as a contingency.
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