OpenAI is in early talks to acquire Trail of Bits, a cybersecurity firm that finds and fixes software vulnerabilities.

The potential deal could strengthen OpenAI’s efforts to build a cybersecurity business as it competes with Anthropic.

Read more: https://thein.fo/4hKAM71

Prime Intellect is buying Moondream, a startup with fewer than 10 employees, for its expertise in speeding up AI inference.

The acquisition could help Prime Intellect lower computing costs and attract customers building robotics and AI agent applications.

Full story: https://thein.fo/4smew7f

TPG-backed Smith + Howard is targeting acquisitions of firms with $5 million to $50 million in annual revenue as it uses AI to support its expansion.

Read more: https://thein.fo/4zvKoZ8

Microsoft’s Azure unit is exploring cost reductions as executives discuss increasing employees’ AI budgets and paying more to retain talent amid competition from Anthropic and Meta.

Full story: https://thein.fo/4jlxIPZ

OpenAI’s release of more than 300 AI-solved math results has alarmed leading cryptographers.

Some warn that further breakthroughs could threaten the encryption protecting online payments, messaging apps and cryptocurrencies.

Read more: https://thein.fo/4B8aKSL

Bari Weiss, editor-in-chief of CBS News, is joining The Information’s WTF Summit lineup.

Join The Information October 27–28 in Napa Valley for one of the most influential women’s conferences in the industry.

Get your ticket today: https://thein.fo/3TRdqDz

OpenAI, Anthropic and other leading AI labs face a growing challenge: Better models aren't necessarily attracting more usage. A 10-point intelligence advantage now earns just 20% more developer traffic, down from nearly 69% in late 2025.

Full story: https://thein.fo/4hGJ9jY

Applied Materials and Lam Research shares have surged 125% in the past year, but their growth may be far from over.

Read more: https://thein.fo/3TQ8Fdu

Self-driving software maker Applied Intuition is fielding offers at a valuation of at least $30 billion as it expands into autonomous military vehicles and competes with defense tech startups Anduril and Saronic.

More details: https://thein.fo/4e4cwdG

Prime Intellect is buying Moondream, a startup with fewer than 10 employees, for its expertise in speeding up AI inference.

The acquisition could help Prime Intellect lower computing costs and attract customers building robotics and AI agent applications.

Full story: https://thein.fo/4smew7f

OpenAI, Anthropic and other leading AI labs face a growing challenge: Better models aren't necessarily attracting more usage. A 10-point intelligence advantage now earns just 20% more developer traffic, down from nearly 69% in late 2025.

Full story: https://thein.fo/4hGJ9jY

Applied Materials and Lam Research shares have surged 125% in the past year, but their growth may be far from over.

Read more: https://thein.fo/3TQ8Fdu

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.

Read more: https://thein.fo/4zsbVef

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.

Read more: https://thein.fo/4y9E7RK

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

Full story: https://thein.fo/4rWA5ux

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.

Full story: https://thein.fo/4dv3JBk

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.

Read more: https://thein.fo/3TIeTvW

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

Read more: https://thein.fo/4y6CpR9

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.

Read more: https://thein.fo/4ds0jPN

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.

Read more: https://thein.fo/4zsbVef