The Information
A subscription-based American news outlet specializing in in-depth reporting on the technology industry. It is known for exclusive investigations and insider reporting, with sustained coverage of Silicon Valley technology companies.
Timeline (last 90 days)
According to reports by Forbes and The Information, companies such as Uber, Coinbase, Meta, and Microsoft quickly slowed token spending due to rising costs, and many organizations turned to internal or open-source models.
According to The Information, Microsoft cut its internal Claude billing budget by one-third and asked programmers to shift to Microsoft's in-house models
According to The Information, Typesafe is in talks to raise up to $1 billion at a valuation of $10 billion or higher.
The Information reported on Google's paid pilot project, and Digiday was the first to reveal the existence of this project.
According to The Information, Microsoft CEO Satya Nadella and CFO Amy Hood had internally discussed the possibility of fully divesting Xbox.
According to The Information, Cursor's gross margin was -23% for the quarter ending January 2026, meaning it spent approximately $1.23 for every $1 it collected; for the full year 2025, it recognized approximately $770 million in revenue while losing approximately $900 million.
The platform evolution of content aggregation platforms typically goes through three stages: accumulating audience trust, toolizing content production capabilities, and building collaborative networks and commercial ecosystems.
The Information reported that DeepSeek plans to prioritize using Huawei chips to train models, with CEO Liang Wenfeng stating the company will receive a new batch of Huawei chips between Q4 2026 and Q1 2027.
According to The Information, Apple is planning to re-enter the server market and may collaborate with NVIDIA
According to The Information, Apple is considering launching an AI server product sold to external customers, with its proprietary M8 series chips at the core.
4 more timeline events
All Facts (13)
According to reports by Forbes and The Information, companies such as Uber, Coinbase, Meta, and Microsoft quickly slowed token spending due to rising costs, and many organizations turned to internal or open-source models.
50%UnverifiedThe Information reported on Google's paid pilot project, and Digiday was the first to reveal the existence of this project.
50%UnverifiedAccording to The Information, Cursor's gross margin was -23% for the quarter ending January 2026, meaning it spent approximately $1.23 for every $1 it collected; for the full year 2025, it recognized approximately $770 million in revenue while losing approximately $900 million.
50%UnverifiedThe platform evolution of content aggregation platforms typically goes through three stages: accumulating audience trust, toolizing content production capabilities, and building collaborative networks and commercial ecosystems.
50%UnverifiedAccording to The Information, OpenAI's non-GAAP profit margin is negative 122%
50%UnverifiedAT&T has shifted 40% of its token consumption to open models, currently primarily US and European models, but is also evaluating Chinese models.
50%UnverifiedTech media outlets such as The Information and Semafor place AI industry analysis behind paywalls, while Hugging Face's Open LLM Leaderboard and Papers With Code remain fully open.
50%UnverifiedAccording to The Information, Microsoft cut its internal Claude billing budget by one-third and asked programmers to shift to Microsoft's in-house models
50%UnverifiedAccording to The Information, Typesafe is in talks to raise up to $1 billion at a valuation of $10 billion or higher.
50%UnverifiedThe Information reported that DeepSeek plans to prioritize using Huawei chips to train models, with CEO Liang Wenfeng stating the company will receive a new batch of Huawei chips between Q4 2026 and Q1 2027.
50%UnverifiedAccording to The Information, Apple is planning to re-enter the server market and may collaborate with NVIDIA
50%UnverifiedAccording to The Information, Apple is considering launching an AI server product sold to external customers, with its proprietary M8 series chips at the core.
50%UnverifiedAccording to The Information, Meta is preparing to launch a new pair of smart glasses codenamed Luna.
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