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AI labs are redrawing their chip strategies. China is reconsidering access to Nvidia hardware. Small businesses are building their own alternatives to established software platforms.

These shifts often look obvious only after the rest of the market catches up. The Information’s reporters see them earlier because they are deeply sourced inside the research labs, executive teams, investment firms and boardrooms where strategy takes shape. Subscribe now and save 25% off your Annual subscription for $399 $299.

Bloomberg TechCrunch and Techmeme followed Qianer Liu’s scoop that Anthropic is in talks with Samsung to manufacture a custom AI chip, as the AI developer seeks greater control over its costly computing infrastructure.

Reuters, Bloomberg and Tech in Asia picked up Liu’s reporting that China plans to let leading AI firms buy limited quantities of Nvidia’s H200 chips, a notable policy shift amid the country’s shortage of advanced AI hardware.

Techmeme, PYMNTS and Benzinga followed Julia Hornstein’s scoop that SoftBank, Altimeter and D1 are investing in Thrive Holdings’ $2 billion financing, backing its strategy of acquiring services firms and transforming them with AI.

The CEO of Replit shared Laura Bratton’s reporting on small firms replacing Salesforce and HubSpot with custom AI-built applications, highlighting how AI tools are beginning to reshape the enterprise software market.

The Financial Times ’ Due Diligence newsletter featured Michael Roddan’s profile of Mark Dyne, the fixer Andreessen Horowitz calls when situations get complicated. The New York Times’ DealBook separately selected a line from the story as its quote of the day.

Just Security cited Leo Schwartz’s reporting that restrictions on foreign access to Anthropic’s newest models are raising concerns at OpenAI and other AI labs about a wider crackdown on foreign talent.