July 31, 2026
Friday Roundup
This week’s biggest stories, in one read
This week, the AI race played out across the technology stack—from the coding tools enterprises are adopting to the open-source models competing for developers and the chipmaking equipment countries need to build advanced AI systems.
Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on the first year to stay ahead.
Key highlights:
- Anthropic’s Claude Code remains the enterprise coding tool to beat, even as rivals push harder.
- Nvidia-backed Reflection is racing to catch up after other U.S. companies released open-source models first.
- A Chinese state-backed firm has begun mass-producing homegrown chipmaking equipment amid U.S. export restrictions.
Tech & AI
Chips, coding models and robotics
Artificial Intelligence
Anthropic’s Claude Code Reigns Despite Rising Interest in Codex, Open-Source Models
By Laura Bratton
Artificial Intelligence
Nvidia Bet on Reflection for Open-Source AI. Now the Startup Is Playing Catch-Up.
By Rocket Drew
AI Agenda
OpenAI and Anthropic Are Quietly Teaming Up in Washington
By Stephanie Palazzolo and Amir Efrati
Finance
Acquisitions, funding and user growth
Exclusive
OpenRouter Financials Suggest Steep Price For Possible Acquirer Stripe
By Amir Efrati and Stephanie Palazzolo
Exclusive
OpenAI’s ChatGPT Nears 1 Billion Weekly Active Users Seven Months After Target
By Stephanie Palazzolo and Erin Woo
Subscribe to The Information to get only the news you need to know directly to your inbox, giving you a competitive edge. Save 25% on your first year and enjoy unlimited access.
Our reporting is now easier to access wherever you are with the new The Information app. Get alerts when exclusive stories break, then read, watch, listen or use Deep Research to understand the bigger picture. Available on the App Store and Google Play.
New From The Information Pro
Who Needs OpenRouter Most?
As AI bills rise, OpenRouter is becoming a key target in the fight to control model costs. Deep Research examines who might buy it—and whether routing is a lasting moat or a short-term fix.
Gain access to over 60 org charts, Deep Research, proprietary databases, exclusive newsletters, subscriber-only survey results, events, and more by subscribing to The Information Pro.
Sign Up for Our Newsletters
Every Monday (subscribers only)
AI Infrastructure
By Ann Davis Vaughan
Stay ahead of the AI infrastructure wars. Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
Follow us
Download our app
Sent to cintilanteaguda@gmail.com | Manage your preferences or unsubscribe | Help
The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103
0 comentários:
Postar um comentário