Wayne Ma

Apple CEO Tim Cook secretly signed a five-year investment agreement with Beijing in 2016. Internal Apple documents provide a rare glimpse at Apple's interaction with Chinese officials over the years. My latest scoop for @theinformation theinformation.com/articles/facin…

theinformation.com/articles/apple… Apple usually prides itself on owning its own technologies. But its latest deal to power Siri with Google's tech proves the iPhone maker isn't just behind on AI — its behind on the cloud infrastructure required to power it. w/ @aatilley @theinformation

theinformation.com/articles/metas… Meta's decision to scrap it most-advanced training chip and replace it with a less ambitious version underscores the difficulty tech giants face designing AI chips that can compete with Nvidia’s products. Scoop w/ @jyoti_mann1 @QianerLiu @theinformation

@dylan522p Inference+

$1,000 for whoever comes up with the best name replacement for InferenceMAX InferenceMAX 2.0 dropping soon but we have to rename it because HBO MAX sent us a cease and desist. We have all NVIDIA GPUs from h100 to GB300 on large MoEs with SOTA optimizations like Disagg PD tested

theinformation.com/articles/nvidi… A year after launch, OpenAI and Meta are just now able to use Nvidia's Grace Blackwell AI chips at scale for training their largest models. @QianerLiu @anissagardizy8 and me explain why it's taken so long to get these servers up and running @theinformation

theinformation.com/articles/nvidi… Nvidia has no plans to release a new gaming GPU this year, the first time in three decades it hasn't debuted new version. That's due to the global memory shortage, which has prompted it to prioritize memory for AI chips. w/ @QianerLiu @theinformation

Folks have been wondering what Jerry Tworek, a former senior OpenAI researcher who led its work on RL and reasoning, has been up to since leaving the company earlier this month. @waynema and I have the details, incl convos to raise $500m-$1b in funding: theinformation.com/articles/ex-op…

In handing AI to software chief Craig Federighi, Apple has turned to one of its most dependable executives. But it could backfire if AI becomes the defining tech in consumer devices, leaving Apple dependent on Google and others. @aatilley @theinformation theinformation.com/articles/googl…

Apple is developing a wearable AI pin the size of an AirTag in a direct challenge to OpenAI. It features two cameras, three microphones, a speaker, wireless charging and a physical button and could come out as early as 2027. @QianerLiu @theinformation theinformation.com/articles/apple…

If you are in #HONGKONG, please join me 7pm this Weds for a mental health workshop I’m hosting @fcchk on how to deal with community trauma, following the Tai Po fire disaster. 🙏❤️ Sign up link: fcchk.org/event/fcc-ment…

Nvidia CEO Jensen Huang has been privately frustrated by the slow adoption of Omniverse, which is the company's name for its 3D design and simulation tools. Check out my latest with @JuroOsawa for @theinformation that explains why it hasn't taken off yet. theinformation.com/articles/nvidi…

A new year's scoop! OpenAI is revamping its audio AI models ahead of its mysterious device, which will be audio-first. For more on its new audio models (set to release in Q1 2026) and the device design, check out our story here: theinformation.com/articles/opena…

@PauValida @MilesKruppa @theinformation Also with assist from @Katie_Roof !

theinformation.com/articles/nvidi… Nvidia just announced a $20 billion megadeal for Groq's tech and talent on Christmas Eve. We take a look at why they paid three times the chip startup's valuation just a few months ago and what it means. w/ @PauValida @MilesKruppa @theinformation

Nvidia reorganized its DGX Cloud unit and reassigned its leader, who's looking for a new role internally. It won't compete with other cloud providers for customers and instead focus on offering the service internally. @anissagardizy8 @theinformation theinformation.com/articles/nvidi…

theinformation.com/articles/insid… Apple's iPhone 20, due fall 2027, has curved glass on the front, back and on all four sides. Instead of a full metal frame, there’s a narrow metal band running around the midpoint of the device’s sides, where the buttons sit. @qianerliu @theinformation

The People Running Apple After Its Executive Exodus See the roughly 400 people running Apple’s hardware, software, design and other teams following a recent executive exodus in our updated org chart. Read more from @waynema and @aatilley 👇 theinformation.com/articles/peopl…

@aatilley and I have updated @theinformation's Apple org chart to identify 400 of its top people. That includes Apple's foundation models team, responsible for the underlying software powering Apple Intelligence, and the team responsible for robotics. theinformation.com/articles/peopl…

New: I interviewed dozens of people for this profile of #Broadcom's Hock Tan. What emerges is a portrait of a brilliant, obsessive and cutthroat CEO. "People think of him as some sort of ogre.” Reporting with the amazing @QianerLiu and @waynema theinformation.com/articles/diamo…

@aatilley and I have updated @theinformation's Apple org chart to identify nearly 400 of its top people. That includes Apple's foundation models team, responsible for the underlying models powering Apple Intelligence and the team responsible for robotics. theinformation.com/articles/peopl…

Not everyone sees Apple hardware chief John Ternus as the right successor to Tim Cook. Some argue a bigger shakeup is needed, with some floating former executive Tony Fadell as a candidate. Check out my latest story with @aatilley for @theinformation theinformation.com/articles/silic…