The Information

Nvidia is scouting deals in robotics, self-driving cars and AI models that run on local devices as its historic dealmaking spree continues.

The chipmaker held nearly $100 billion in equity investments as of late July.

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Backed by AMD, Cisco and Meta, Eliyan is drawing takeover interest as chipmakers race to solve the data-transfer bottlenecks slowing down AI systems.

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Tesla’s former Optimus AI lead is building robots that look nothing like humanoids, betting that a different approach to AI can succeed where current robotics models fall short.

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OpenAI’s annualized revenue neared $50 billion—$20 billion below earlier reports.

The Information’s @steph_palazzolo breaks down the discrepancy:

“But the issue here is that that figure is $20 billion lower than another figure that was being reported last month by us and others. … that figure was that the company was approaching $70 billion in ARR …”

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AI companies are promising a future where virtual employees handle entire jobs. But a former OpenAI researcher argues that today’s models are built to assist humans, not operate independently.

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Should businesses own their AI instead of renting it?

Domyn Founder and CEO @uljansharka explains his approach: give customers the models, data sets and training recipe so they can operate independently.

OpenAI’s AI models are solving math problems that could take humans years, thanks to what one mathematician calls brute force and stamina.

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Nvidia plans to invest in AI chip rival d-Matrix as it looks to make its hardware work with competing chips.

The move could strengthen Nvidia’s grip on AI infrastructure even as customers seek alternatives to its GPUs.

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The AI boom has sent billions into data centers, leaving less glamorous infrastructure assets overlooked. Now investors are hunting for bargains in landfills, airports and rail terminals that offer steady cash flow.

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Exclusive: AI’s power demands are forcing utilities to consider kicking data centers off the grid.

Inside the previously unreported warning that prompted Amazon to adapt.

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China’s tech giants would rather build their own AI models than buy rivals, fueling a costly race where fierce competition and widespread model distillation are making it harder for any company to dominate.

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Today on TITV:

OpenAI’s annualized revenue neared $50 billion, below earlier reports. What do those numbers tell us?

Plus, China’s crowded AI model race, Arena’s $200 million raise and Domyn’s plans for sovereign AI.

The Information | TITV | October 09, 2026 x.com/i/broadcasts/1…

Today on TITV:

OpenAI’s annualized revenue neared $50 billion, below earlier reports. What do those numbers tell us?

Plus, China’s crowded AI model race, Arena’s $200 million raise and Domyn’s plans for sovereign AI.

📺 Tune in at 10 am PT / 1 pm ET on: thein.fo/4dvXMnF

Zach Frankel backs both Cognition and rival Factory.

Their recent hiring dispute highlights the complications of Silicon Valley’s overlapping investor networks.

Full story: thein.fo/4y7qfrq

The Information’s TITV is up for Most Innovative Video Podcast at the Signal Awards!

Love the show? Help us win. Vote here: thein.fo/4rV782h

Workday risks becoming infrastructure that stores critical HR and financial data while outside AI agents handle more of the work customers once did inside its apps.

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We require safety analyses for nuclear power. Can we do the same for AI?

“They don't know how to do it because they don't understand how their systems work. And they can't even begin to do the analysis.” — UC Berkeley computer science professor Stuart Russell

🚀 Watch the full episode of AI Deep Dive: thein.fo/4zjDRAU

After stints at Andreessen Horowitz and the White House, Sriram Krishnan is launching his own venture firm and targeting a $500 million first fund.

Full story: thein.fo/4i9MeZO

Nvidia is scouting deals in robotics, self-driving cars and AI models that run on local devices as its historic dealmaking spree continues.

The chipmaker held nearly $100 billion in equity investments as of late July.

Full story: thein.fo/4rVHsTl