[ลือ] ไมโครซอฟท์กำลังพิจารณาแยก Xbox เป็นบริษัทลูก

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เว็บไซต์ข่าว The Information รายงานข่าววงในไมโครซอฟท์ว่า บริษัทกำลังพิจารณาทางเลือกในการแยก Xbox ออกเป็นบริษัทลูก หรืออาจปรับโครงสร้างเป็นกิจการร่วมค้า (joint venture) โดยมีพาร์ทเนอร์รายอื่นเข้ามาถือหุ้นด้วย

ปัญหาของหน่วยธุรกิจ Xbox ในช่วงหลังคือรายได้ไม่เข้าเป้า โดยเฉพาะธุรกิจสมาชิก Game Pass ที่ยอดสมาชิกไม่เติบโตนัก…

A Microsoft teria considerado uma mudança drástica para o futuro do Xbox. Segundo um relatório da The Information, a empresa discutiu a possibilidade de transformar a divisão de games em uma subsidiária integral, formato que poderia facilitar uma eventual venda no futuro. A informação ainda deve ser tratada com cautela. O relatório não afirma que

The post Microsoft teria colocado venda do Xbox…

The Information:
Sources: data center developer Switch is in talks to raise billions of dollars from PE firms including Brookfield and KKR at a $50B+ valuation — Data center developer Switch is in talks to raise billions of dollars at a valuation of at least $50 billion, as it seeks to capitalize …

Macworld

Early this year, Apple and Google issued a short joint statement saying that the next generation of Apple Foundation Models, upon which the new Siri and some other Apple Intelligence features will be based, will use Google’s Gemini technology.

Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on…

There’s a growing chorus in our industry selling a tempting vision: a fully autonomous, AI-powered SOC that runs itself. Alerts triaged, false positives dismissed, investigations opened and closed — all without a human in the loop. For resource-constrained security teams drowning in alerts, the pitch lands hard.

But as security leaders, when we hear “fully autonomous SOC,” our BS meters go…

Apple will rely on Google's fleet of Nvidia chips to power its overhauled version of Siri when it launches in September, according to a new report from _The Information_.

Last week, the outlet reported that Apple plans to highlight the on-device AI capabilities of its devices at WWDC next week, but queries that require cloud-based processing will still fall back on one of Google's large Gemini…

A new report from The Information shares fresh details on how the new Gemini-powered Siri will work under the hood. Here are the details.

more…

Jyoti Mann / The Information:
Internal documents: Meta is considering tiered pricing for “Hatch”, its planned OpenClaw-like AI agent tool, including a $200-per-month premium subscription — Meta Platforms is considering charging up to $200 a month for its planned consumer version of the OpenClaw AI agent tool …

The Information:
Nvidia acquired Kumo, which sells predictive AI software to enterprises, a source says for $400M+; PitchBook: Kumo raised $37M at a $250M valuation in 2022 — Nvidia has bought Kumo AI, a five-year-old startup that sells predictive AI software to enterprises, for more than $400 million, said a person with knowledge of the deal.

Cory Weinberg / The Information:
Nearly 40% of Alphabet's planned ~$85B in equity offerings for AI will go toward covering tax obligations tied to employee equity awards, amid the AI talent war — Alphabet's plan to sell $80 billion worth of shares, billed as a way to pay for AI infrastructure and compute, is surprising enough …

Jyoti Mann / The Information:
Internal memo: Meta is scaling back elements of its employee tracking tool, launched in April to help train its AI models, after staff raised concerns — Meta Platforms is scaling back elements of its employee tracking tool after staff raised concerns about the tool, according to an internal memo reviewed by The Information.

The Information:
Salesforce is acquiring CMS provider Contentful; source: Salesforce paid between $1B and $1.5B, a steep discount from Contentful's $3B valuation in 2021 — Salesforce is acquiring Contentful, a provider of content management software for businesses, in the latest sign of its efforts …

Aaron Holmes / The Information:
Palo Alto Networks says Mythos found 24+ critical bugs, burning $1M+ of tokens, subsidized by Anthropic; some companies say they plan to boost Mythos spending — When Palo Alto Networks earlier this year began testing Anthropic's Claude Mythos to comb through its own source code, it didn't take long to see the future of cybersecurity.

Juro Osawa / The Information:
Chinese AI developer MiniMax launches M3, a new coding model that it says rivals Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 — Chinese AI developer MiniMax on Monday launched a new large language model called M3, saying the new model's coding capability approaches …

Jyoti Mann / The Information:
Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a “Wearables for Work” unit for enterprises, and more — Meta Platforms plans to start testing an AI pendant in the next year as part of an ambitious roadmap …

The Information:
Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost — TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure.

Aaron Tilley / The Information:
Sources: at WWDC, Apple is likely to showcase how 15 years of designing chips gives it an advantage in running AI locally, and will use a distilled Gemini model — At Apple's annual developer conference next month, the star of the show will be a series of long-delayed artificial intelligence upgrades to the iPhone.

Apple reportedly plans to use next month's Worldwide Developers Conference (WWDC) to highlight its on-device AI capabilities as a competitive advantage, leaning on 15 years of custom silicon expertise to make the case for running AI models locally rather than in the cloud.

People familiar with Apple's plans speaking to The Information say the company is expected to showcase how the chips…

Jyoti Mann / The Information:
Memo: Meta plans to embed engineers and product managers within large corporate customers as part of a new Enterprise Solutions unit to help deploy its AI tools — Meta Platforms plans to place engineers and product managers inside large corporate customers as part of a new unit …

Michael Roddan / The Information:
Polymarket is making it harder to use VPNs to access its service, blocking some IPs and suspicious accounts, and is asking some customers to identify themselves — In Russia, making bets on Polymarket isn't permitted by the popular online prediction market's rules.

The Information:
Source: AI inference provider Baseten is in talks to raise $1B at a post-money valuation of $11B, up from $5B after its $300M Series E announced in January — AI startup Baseten has recently been in talks with investors to raise $1 billion at an $11 billion valuation including the money …

[ลือ] Anthropic คุยกับ Microsoft เพื่อเช่าใช้เซิร์ฟเวอร์ที่รันด้วยชิป AI คัสตอม รองรับความต้องการ AI

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มีรายงานจาก The Information พูดถึงแนวทางล่าสุดของ Anthropic เพื่อขยายทรัพยากรประมวลผลให้รองรับความต้องการใช้งาน Claude ที่ดูเหมือนเท่าไหร่ก็ไม่พอ โดยบริษัทล่าสุดที่ไปเจรจาคือไมโครซอฟท์ ซึ่งรายละเอียดแตกต่างไปจากดีลสามฝ่ายที่ทำร่วมกับ NVIDIA เมื่อปลายปีที่แล้ว

รายงานบอกว่า Anthropic…

Sri Muppidi / The Information:
Sources: OpenAI generated about $5.7B in revenue in Q1, nearly $1B more than Anthropic — OpenAI generated about $5.7 billion in revenue in the first quarter, nearly $1 billion more than archrival Anthropic generated in the same period, according to two people with knowledge of the financials.

The Information:
Sources: Anthropic is in talks to rent servers powered by Microsoft-designed chips; source: Anthropic has steadily increased its Azure usage since November 2025 — Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power …

Jemima McEvoy / The Information:
Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via SAFE — OpenAI cofounder and CEO Sam Altman late Tuesday offered to invest $2 million in every startup currently in the Y Combinator startup …

With Apple expanding beyond ChatGPT, here's the finger-pointing over what could have been if Siri didn't suck...

Theo Wayt / The Information:
Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML — Call it the SpaceXAI exodus. — More than 50 researchers and engineers working on xAI's Grok models have left …

Apple has a design for AI life. It hopes to build on the outstanding hardware performance its systems already provide to create a fantastic environment in which AI developers can thrive. If this plan sounds familiar it’s because it’s all about the App Store, and while it’s easy to expect Apple’s revenue share to change, the plan still makes the company the custodian of the AI age.

The way it…

The Information:
Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” — Tencent Holdings is gearing up to spend more on AI infrastructure after chip shortages began showing signs of relief.

Apple is looking into ways to better support apps that include AI agents and AI coding capabilities in the App Store, reports _The Information_. Apple is designing a system that would maintain its security and privacy standards while allowing for AI app features, but details on how the system will work are unavailable.

Apple started blocking updates for some popular vibe coding apps in March…