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Scoop: Oracle is lead contender in the long line of #TikTok suitors. ByteDance wants to remain hands-on and hope #Trump will approve a deal based on the contours of Project Texas via The Information w/ Juro Osawa Anissa Gardizy Sri Muppidi theinformation.com/articles/oracl…

Salesforce execs are considering adjusting Agentforce pricing to ease customers' cost concerns. And Salesforce is trying to drive adoption through other means, like licensing flexibility and hardball sales tactics. More here: theinformation.com/articles/ai-gi…

As a West Coast tech news reporter, waking up every morning feels like I’ve fallen off a cruise ship. It’s a similar jolt of anxiety: I’m three hours behind my East Coast-based competitors, and that ship is heading off into the distance. Better start swimming!

Scoop: Amazon Web Services is tempting customers to switch off of Nvidia GPUs by...deeply discounting its own AI chip, Trainium. It's the same playbook AWS has used in the past to lessen its reliance on rivals. w/ Kevin McLaughlin The Information theinformation.com/articles/amazo…

Scoop: OpenAI has discussed renting its own data storage capacity, which it would put in its own data center instead of relying on cloud providers. OpenAI is looking for up to 5 exabytes. A few years ago, all of Apple’s cloud storage for iCloud was ~8EB. theinformation.com/articles/opena…

scoop w/Stephanie Palazzolo - Nvidia is in advanced talks with Lepton.ai, a GPU reseller startup co-founded by former Meta AI researchers, in a deal worth several hundred million dollars. More here: theinformation.com/articles/nvidi…

In less than a year, the startup behind Cursor has sparked tech's buzziest buzzphrase—vibe coding—and seen its valuation go from $400M to $2.5B to possibly $10B. It's one of the fastest-growing startups ever. natasha mascarenhas has the inside story for Weekend. theinformation.com/articles/move-…

NEW: We dug into how Oracle found itself in the middle of the AI data center boom—and where it goes from here. Tons of new details about how it got involved in the $500B "Stargate" effort, deadline pressures in Texas, and its goals for growth of its GPU business:

Nvidia has closed its acquisition of startup Lepton AI, confirming our report last month. This continues Nvidia's recent trend of buying smaller AI and cloud startups. More here: theinformation.com/briefings/nvid…

This is the The Information investigation that prompted the U.S. Department of Justice investigation: theinformation.com/articles/shaky…

New w/ Kevin McLaughlin: Amazon has hitched its success to AI developer Anthropic. But now, developers say they aren't happy with Amazon's service for accessing models including Anthropic's, Bedrock. That's pushing them to look for alternatives: theinformation.com/articles/aws-f…

Executives at Snowflake, which started selling AI app dev and search products less than a year ago, have set a target of $100 million ARR for AI products by the end of its fiscal year in January. More here: theinformation.com/articles/snowf…

New w/ Cory Weinberg: Glean, the AI enterprise search startup, is raising new funding at a ~$7B valuation led by asset manager Wellington Management. The company raised at a $4.6B valuation just four months ago. More here: theinformation.com/briefings/excl…

Software coding tools haven't been the most exciting part of enterprise tech, but Cursor and Windsurf are now transforming the segment into a rock concert. Now AWS is vying for a piece of the action with a new coding tool in this mold. More here: theinformation.com/articles/amazo…

Machinist I'll keep traveling forever - but my ability to communicate is limited by my power supply, which is waning and will likely only allow me to send data into the 2030s.

New: Anthropic is prepping for its first-ever employee share sale, in which the company will buy back shares at its last round's valuation, $61.5B. Current & ex-employees who spent 2+ years at the startup can sell up to 20% of their equity or max $2M. theinformation.com/articles/anthr…

Late-breaking acquisition news: Arista Networks is in the process of acquiring VeloCloud, a Broadcom unit that sells networking hardware and software and was part of its $69 billion purchase of VMware two years ago. More here: theinformation.com/briefings/aris…

🚨 Reporting job alert: Join Stephanie Palazzolo & our incredible team The Information to lead coverage of OpenAI (w/ lots of support).

How Elon Musk's xAI plans to make money is one of the big questions in the AI field right now. Kevin McLaughlin & I have one possibility: the startup hopes to use data from gov't agencies to sell models / apps to gov't customers. More here: theinformation.com/articles/xai-m…

OpenAI goes public with its acquisition of the Jony Ive device startup, which we first scooped here: theinformation.com/articles/opena…