The Information
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We founded The Information in late 2013 with a simple idea: write deeply reported articles about the technology industry that you won't find elsewhere.
Since then, we've moved markets, gotten the early scoop on billions of dollars of acquisitions and told you what's happening deep inside companies like Apple, Facebook and Google. Our articles have been followed by the Wall Street Journal, the New York Times, Bloomberg and other major outlets thousands of times. How we compete is simple. We recruit the best reporters, give them the freedom to write about important topics and tell them not to worry about the small stuff. Source
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| Scope | National |
|---|---|
| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesMeta’s Louisiana Purchase
You have to admire Meta Platforms’ public relations savvy. Its Monday announcement that it was putting an additional $40 billion into its giant Louisiana data center—making its total investment in the facility $50 billion—was perfectly designed to win over what has become a critical constituency in the data center market: local communities. “Teachers and Local Businesses Win as Meta Expands Louisiana Date Center” was the headline on the press release.
Smartphone Shipments Fall to Lowest Q2 Level in 13 Years
Source: The Information Smartphone shipments around the world fell 11% in the second quarter, Counterpoint Research reported on Monday, which it said was the lowest second quarter levels in 13 years. The research firm attributed the sales drop to rising prices for smartphones caused by higher memory chip costs, which in turn is a result of the AI data center boom squeezing supplies of memory.
Exclusive: Behind Google’s TPU Ground War to Lure Nvidia’s Most Loyal Customers
Google is kicking off a ground war with Nvidia. While Google is one of the biggest buyers of Nvidia AI server chips, it has also been developing its own competing AI chip business that represents a threat to Nvidia’s dominant market share. Before this year, Google’s tensor processing units were housed almost entirely in Google facilities and could only be rented from Google Cloud.
The Hottest Research Papers From the International Conference on Machine Learning
I’m only slightly jet-lagged after coming back from last week’s International Conference on Machine Learning in Seoul, where AI researchers from around the world shared new ways to run and train models more efficiently. Oh, and they also discussed the looming possibility of AI automating away their jobs.
Meta Doubles Louisiana Data Center Capacity
Source: Meta Platforms Meta Platforms said Monday it will invest an additional $40 billion to more than double the planned computing capacity of its Louisiana data center to five gigawatts from the two gigawatts originally announced in 2024. The data center was already Meta’s largest computing facility. Five gigawatts is a significantly large amount of capacity, and is 100 times more than what a traditional data center typically consumes.
Wall Street’s Biggest Move to Blockchain Begins—With Limits
One promise of the blockchain is that it could simplify the behind-the-scenes work of stock trades on Wall Street. That vision is due for its first real-world test in the coming days, when market infrastructure giant the Depository Trust and Clearing Corp. plans to demonstrate live trades of stocks and other assets on the blockchain. Still, the exercise will be modest.
Chinese Humanoid Startup LimX Dynamics Closes Pre-IPO Funding at $2.2 Billion Valuation
Source: The Information Chinese humanoid startup LimX Dynamics said on Tuesday it had closed a pre-IPO funding round at a 15 billion yuan ($2.2 billion) valuation, after raising $200 million from investors in China and around the world. The round is led by IDG Capital, one of China’s leading venture firms, Lens Technology, a major supplier and assembler of Apple devices, and Abu Dhabi-based Stone Venture. European investment firms GGG Group and Redstone VC also participated in the round.
Samsung Races to Add Chip Capacity, Moves Up Plant to 2029
Source: The Information Samsung Electronics aims to begin operations at its first chipmaking plant in the city of Yongin, south of Seoul, by 2029, bringing the timeline forward by up to two years, according to a Samsung spokesperson. The move comes amid a surging demand for memory chips and the AI infrastructure boom. The facility, part of South Korea’s planned Yongin National Industrial Complex, was previously expected to come online between 2030 and 2031.
Shein Wins Chinese Regulatory Approval for Hong Kong IPO
Source: The Information Online fashion retailer Shein received Chinese regulatory approval to list in Hong Kong, capping off the e-commerce platform’s tumultuous two-year quest to float its shares. The China Securities Regulatory Commission said in a statement on Friday that it had approved Shein’s application to sell not more than 341.6 million shares on the Hong Kong stock exchange. The approval is valid for 12 months. If Shein doesn’t list in 12 months, it must submit an updated application.
States led by California Nearing Suit to Block Paramount-Warner Deal
Source: The New York Times A group of states, led by California and including New York, Washington, and Connecticut, is planning to sue to block Paramount’s $111 billion acquisition of Warner Bros. Discovery, The New York Times reported. The lawsuit, which is expected to argue that the deal would harm competition for blockbuster movies, would represent one of the last major hurdles to the acquisition after the U.S. Department of Justice said last month that it wouldn’t block the deal.