The Information
9 storiesThe Information is a subscription technology news outlet known for in-depth reporting on major tech companies, and its scoops are often picked up by other publications. Recent coverage spans several stories: Apple's home robot codenamed J595 under new CEO John Ternus, targeting a 2027 launch at $1,000 or more; Google paying about 100 digital publishers for content used in AI Overviews, AI Mode and Gemini, from under $1,000 over months to over $1 million a year; Nvidia in talks to invest hundreds of millions in Firmus Grid after it dropped its IPO; and Anthropic's co-founders seeking a 50.1% voting stake ahead of an IPO.
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TSMC is reportedly considering expanding into advanced memory chip manufacturing. Such a move would give the world's largest chipmaker a bigger share of the AI hardware supply chain.
The Information reports Apple, under new CEO John Ternus, is pushing a home robot codenamed J595, possibly named HomeView Ultra, that roams autonomously, supports FaceTime and turns on lights. It targets a 2027 launch at $1,000 or more, with delays possibly pushing it to 2028.
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud company Firmus Grid after it abandoned its IPO, The Information reported.
Officials from the US AI testing agency are moving to the White House, according to The Information, potentially bringing AI testing functions under direct White House oversight.
A Reddit user notes that a public Microsoft page confirmed OpenAI uses Looped Transformers in the GPT-6 series, matching earlier reporting by The Information. The page said GPT-6.1 Sol uses two inference passes with a mention of "instead of three," suggesting GPT-6 and 6.1 are post-trained on the same base model; Microsoft later updated the page to remove it.
According to The Information, Google pays about 100 digital publishers for content in AI Overviews, AI Mode and Gemini, ranging from under $1,000 over months to over $1 million a year. Some participants don't know how payments are calculated, while larger publishers hold out for higher rates.
The Information reported that China's government has signaled it may allow companies such as Alibaba and ByteDance to buy Nvidia's new RTX Pro 5500 chips, a potential easing amid export controls.
Tesla's pivot from EVs to humanoid robots is hitting obstacles. The Information reports that Optimus's complex hands are hard to build and workers are resisting training their own replacements; Fremont stopped making Model S and Model X in May 2026 and shifted line workers and engineers to Optimus.
Anthropic is asking shareholders to approve a special share structure in the coming days that would give seven co-founders including CEO Dario Amodei a combined 50.1% vote on most corporate matters, provided at least three maintain a minimum stake. Each founder owns about 2% and has pledged to give away 80% of their wealth; the shares carry no extra economic value and are meant to preserve control after an IPO. Anthropic was valued at $965 billion in May and recently at $1.5 trillion on the secondary market.
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