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The Latest Breaking News from The Information

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

MarketBeat

Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity

OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

Tom’s Hardware

Oracle Stock Is Tumbling Tuesday: Here's Why

Shares of Oracle Corp (NASDAQ:ORCL) are falling Tuesday after The Information reported that the company is facing financial struggles related to renting out Nvidia chips.

Benzinga

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SEC plan for blockchain-based stocks pits Coinbase and Robinhood against Wall Street giants

Robinhood and others are already offering tokenized stocks in Europe and other overseas jurisdictions.

Fortune

Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report

According to a recent report by The Information, Amazon and Google each provide advance notice to Huang before unveiling updates to their custom silicon.

Tom’s Hardware

OpenAI may lease Nvidia GPUs instead of buying them — financial engineering deal could cut hardware costs in pursuit of 10GW buildout

OpenAI is in advanced talks to lease high-performance GPUs from Nvidia, rather than purchase them outright, as part of its plan to build out custom AI data centers over the next several years.

Tom’s Hardware

Should You Upgrade to iPhone 17 Today — Or Hold Out for an iPhone 18? Apple Insiders Weigh In

The familiar dilemma returns: should you buy the new iPhone 17 or wait for the iPhone 18? With the iPhone 17 lineup offering a brand-new 'Air' model and other key upgrades, the temptation is real.

International Business Times UK

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These are the ChatGPT-powered AI devices that OpenAI might be working on

A new report potentially gives us more information on what's coming in terms of hardware from OpenAI.

TechRadar

OpenAI is reportedly poaching Apple talent to build its first consumer hardware device — could potentially be a smart speaker

OpenAI has signed a manufacturing agreement with Luxshare to build its first consumer hardware product, according to a report by The Information on September 19.

Tom’s Hardware

Forget meta Ray-Ban - OpenAI reportedly making its own smart glasses

OpenAI is reportedly making multiple types of AI devices, from a wearable Pin to a smart speaker.

Tom’s Guide

Ray-Ban Meta 3 Smart Glasses rumors: Everything we know so far

With Meta Connect 2025 in sight, the rumored Ray-Ban Meta 3 smart glasses are expected to be revealed soon. Here's what you need to know about the next-gen smart glasses.

Tom’s Guide

Amazon's secret AR glasses project, codenamed 'Jayhawk,' aims to rival Meta's dominance

Amazon is apparently huddled up and working on developing its own pair of AR glasses under the codename "Jayhawk," according to internal sources.

Android Central

Elon Musk says Optimus robots will save Tesla. But many of them don’t work yet

As Tesla suffers a worldwide slowdown in sales, the world’s richest person is pinning his hopes on humanoid robots to conquer the future. But it’s not even clear yet whether they can operate on their own

The Independent UK

GPT-5 could be OpenAI’s most powerful model yet — here’s what early testing reveals

OpenAI’s GPT-5 is getting closer — and early testers say it’s a big leap in coding, reasoning, and writing. Here’s what we know so far.

Tom’s Guide

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Tom’s Guide

'Earthquake inside Apple' — AI efforts just dealt another major blow

After the surprise departure of its top AI leader, Apple is testing outside models from OpenAI and Google in a major shift.

Tom’s Hardware

Nvidia H20 AI GPU inventory is limited — but Nvidia is making a new B30 model for China to comply with export restrictions

Nvidia has reportedly told Chinese customers it will not resume production of its H20 AI GPUs despite a U.S. policy reversal, and is reportedly preparing a slower but cheaper Blackwell-based B30 GPU to comply with export restrictions and remain competitive in China.

Tom’s Hardware

AI disruptor DeepSeek's next-gen model delayed by Nvidia GPU export restrictions to China — short supply of AI GPUs hinders development

DeepSeek's development of its next-gen R2 AI model has reportedly stalled due to a shortage of Nvidia's H20 chips in China, exposing the company's heavy reliance on U.S. hardware and casting uncertainty over the model’s launch timeline.

Evening Standard

Happy Valley star James Norton feels like he has ‘become a man’ after break-up

Norton, 39, spoke about the break-up during a talk, called Daring To Change, on The Information stage at Glastonbury Festival on Thursday.

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news in one place.

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Benzinga

Polymarket Reportedly Looking To Raise $200 Million At $1B Valuation

Blockchain-based prediction platform Polymarket is reportedly in advanced stages of raising $200 million in new funding, potentially pushing its valuation to $1 billion, according to sources cited by The Information.

Tom’s Hardware

Nvidia in talks to invest in PsiQuantum

The Information has reported that Nvidia is in talks to invest in quantum computing startup PsiQuantum, just months after CEO Jensen Huang suggested the technology is decades off from practical usage.

Android Central

Microsoft taps ex-Meta marketing boss to boost Copilot AI

A former Meta and Time Warner executive has snagged the role of global creative director for Microsoft AI.

Windows Central

OpenAI wants to cut Microsoft's revenue share by half by 2030 — following Sam Altman's botched for-profit restructure plan

OpenAI reportedly plans to slash Microsoft's revenue share after the ChatGPT maker's CEO announced that the AI firm jumped ship on its plan to evolve into a for-profit entity.

Tom’s Guide

Apple's rumored iPhone release date shake-up is good news for the iPhone 17 – here's why

A report claims that Apple will stagger its iPhone launches in 2026, with the standard iPhone coming out earlier in the year. If so, that's another argument in favor of an iPhone 17 upgrade.

Tom’s Guide

20th anniversary iPhone could get the design we’ve all been waiting for

Apple is reportedly planning to make the first truly edge-to-edge iPhone display in 2027 to mark the iPhone's 20th anniversary.

TechRadar

Huge iPhone 17 Air news teased in new report – 3 things you need to know

Fresh rumors suggest the battery life of the iPhone 17 Air won't be up to par – but Apple has a solution.

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