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[The Information @theinformation]

🚀 AI Deep Dive Episode 9: Can AI Data Centers Contain Advanced AI?

AI labs face threats from spies, stolen model weights and increasingly capable systems that could turn against their own infrastructure.

@rocketalignment speaks with @LisaThiergart, co-founder and CEO of @SL5TaskForce, about distillation, rogue AI agents and the extraordinary security measures needed to contain frontier models.

Chapters:
00:00 Intro
02:00 Espionage and insider threats at AI labs
07:55 What is Security Level Five?
11:25 Model theft and distillation
19:46 Securing models before deployment
24:01 When AI becomes the insider threat
27:29 Neocloud security and rogue agents
32:27 Building a secure AI data center
45:26 Can encryption protect AI infrastructure?
53:57 Open models, alignment and existential risk

[The Information @theinformation]

Exclusive: GPT 5.6, Astra and new image models drove a jump in OpenAI's API sales last quarter.

Full story: https://t.co/MN29XaOmuW

[The Information @theinformation]

Google's roughly $33 billion investment in Anthropic is set to become a stake of about 10% worth $132 billion.

And that's just the equity: Anthropic's latest filing commits it to spend at least $121 billion on Google Cloud through July 2033, "regardless of actual usage."

Read The Briefing: https://t.co/ryrhDCrJmO

[The Information @theinformation]

Exclusive: A Harvard governance expert expects Nvidia's board to keep Jensen Huang after a monthslong probe, possibly with a symbolic pay cut.

Full story: https://t.co/JSdjYYW2Zv

[The Information @theinformation]

Anthropic-backed Ode is testing a new way to make money from AI: charging clients based on the financial results its tools deliver. Fewer than 10% of its customers currently pay performance-based fees, but Ode wants to expand that share.

Read more: https://t.co/TonOkZ0h9h

[The Information @theinformation]

Exclusive: Between a board investigation into Jensen Huang and a Democratic-led Congress on the way, Nvidia is likely at its weakest point in Washington during the Trump administration.

Full story: https://t.co/RqqAR4fOz1

[Steve LeVine @stevelevine]

Americans are angry at AI data centers, and one reason is their loud and polluting diesel generators. With a solution involving quiet, clean aluminum scrap generators, Voya Energy leads energy companies on @TheInformation list of the most promising 50 tech startups of 2026. https://t.co/UfMMs1r33i

[The Information @theinformation]

AI inference startups are being forced to rethink their business models as access to computing power tightens. Fal, Together and Baseten are moving to buy their own Nvidia chips rather than rely entirely on cloud providers.

Read more: https://t.co/TncGpO541i

[The Information @theinformation]

Google's AI advantage extends beyond Gemini to its entire technology stack.

@Deloitte's Gopal Srinivasan explains why enterprises see value in Google's vertically integrated approach, from custom silicon to AI applications:

"Because it's optimized end to end, it's highly performant. And third, it also translates into better economics because of that end-to-end integration."

Supported by @GeminiApp

[The Information @theinformation]

Exclusive: Jensen Huang has spent 2 years lobbying the Trump administration to loosen export controls on AI chip sales to China.

Next week he faces a closed-door congressional briefing over his ties to Alice Huang, who helped move banned Nvidia chips into the country.

Full story: https://t.co/36slLyg3fY

[The Information @theinformation]

Could Intel’s CEO be a candidate to replace Nvidia’s Jensen Huang?

D.A. Davidson’s @gilluria names Intel CEO Lip-Bu Tan as his preferred successor, while making clear he has no knowledge of Nvidia's plans.

“He understands the ecosystem very, very well. He understands all the players. He has good connections in Asia."

"So there would be continuity there. He could be an interesting candidate for this job.”

[The Information @theinformation]

Every year, we pick 50 startups we think are about to break out. In 2024, we named Cursor as one of the most-promising startups; less than a year later, it was worth $9.9B.

Find the next Cursor before anyone else: https://t.co/OAPLbLiXIk

[The Information @theinformation]

Today on TITV: On the Ground at #AdobeMAX 2026

@Adobe is bringing AI deeper into creative work, from enterprise tools and Firefly Foundry to new creative agents. How is it changing the way companies create?

Plus, we talk about Adobe’s integrations with ChatGPT and Claude, and how brands are rethinking their marketing strategies with AI.

📺 Tune in at 10 am PT / 1 pm ET on: https://t.co/6bI7mKIZMx

[The Information @theinformation]

TITV: On the Ground at Adobe MAX 2026 https://t.co/WOWuce1ZKm

[The Information @theinformation]

Our list of the 50 most promising startups of 2026 is here, and subscribers can hear from the founders behind 3 companies on the list today at 12pm PT / 3pm ET.

23 of this year’s picks already generate more than $10M in annualized revenue. 24 were founded in just the last two years.

Join the conversation: https://t.co/gun4yNtlOz

[The Information @theinformation]

Introducing our 2026 list of The 50 Most Promising Startups.

These startups are hitting sales milestones earlier than ever, with 23 generating more than $10 million in annualized revenue, up from 13 in 2024. One AI infrastructure startup has passed $40 million with just 16 employees.

Our process and reasoning: https://t.co/Ry38jdCDts
Full list: https://t.co/vGFSHW4d6i

[Catherine Perloff @catherineperlo1]

Scoop: Inference providers like Fal and Baseten are moving to buy their own chips. The startups, which provide software to run AI models, are finding they can’t find the compute they need, as cloud providers prioritize other customers.
W/@steph_palazzolo

https://t.co/bbJqnY41lL

[Stephanie Palazzolo @steph_palazzolo]

Our list of the 50 most promising startups of the year is out!! Please judge us on whether we'd be good VCs :)

https://t.co/xUt70AbbCY

[The Information @theinformation]

After an OpenAI employee's arrest for planting a listening device, Security Level 5 CEO Lisa Thiergart says protecting every secret from nation-state spies is close to hopeless.

Watch the full interview: https://t.co/oB7bak6kgK

Read more: https://t.co/xy5TGhd3My