Inside Amazon’s Anthropic warnings and Qualcomm’s AI chip ambitions: stories we broke first and what they signal now

Hello,

The biggest shifts in tech and finance rarely appear out of nowhere. They show up first in the details: a cloud CEO raising concerns with the White House, a chip giant weighing a multibillion-dollar AI acquisition, a Chinese battery giant eyeing DeepSeek, or a prediction market startup quietly discussing an IPO.

That’s where The Information comes in. We broke these stories first, then watched as companies confirmed our reporting and major outlets followed our work. Subscribe now and save 25% off your Annual subscription for $399 $299.

Techmeme, The Wall Street Journal, TechCrunch and Reuters cited our reporting that Amazon CEO Andy Jassy raised concerns with the White House about security issues involving Anthropic’s AI models before the Trump administration’s crackdown.

Reuters, CNBC, Benzinga, The Register, Sherwood and Techmeme picked up Stephanie Palazzolo and Valida Pau’s scoop that Qualcomm discussed buying AI chip startup Tenstorrent in a deal that could value the company at $8 billion to $10 billion. The reporting also appeared in a Wells Fargo research note.

Matt Levine’s Bloomberg Money Stuff newsletter highlighted Jing Yang, Qianer Liu and Juro Osawa’s scoop that Chinese EV battery giant CATL plans to invest in DeepSeek, a story also cited by The Wall Street Journal, Reuters, Forbes and Investing.com.

CNBC and Techmeme cited Yueqi Yang’s scoop that Kalshi passed $2 billion in annualized revenue and has held informal IPO talks.

Kotaku, IGN, Polygon and Windows Central picked up Aaron Holmes’ behind-the-scenes reporting on Microsoft’s gaming unit, where a rising Xbox executive is promising a comeback without “soulless AI slop.”

And a week after Jemima McEvoy reported on Silicon Valley’s black market for bootleg Reta, The New York Times covered the same underground peptide trend.