The Information 简报：Salesforce 财报超预期盘后涨13%、Palo Alto 曾探索收购 Datadog、Nvidia 应收账款激增现金流减半

Nvidia said it allowed “certain investment-grade customers” to pay over 60 days rather than 45, contributing to a 55% increase in accounts receivable—amounts due from customers who have bought a product. (Who’s betting SpaceX is one of those investment-grade customers?) You have to wonder why on earth a company that supposedly has the money to buy Nvidia’s chips needs a little more time to make its payment. Whatever the reason, this move cut Nvidia’s operating cash flow in half from the preceding quarter (more details on [the quarter here](https://www.theinformation.com/briefings/nvidia-says-revenue-rose-106-july-quarter-customers-slower-make-payments?rc=9byxri)).

On the call, Nvidia finance chief Colette Kress addressed the widespread criticism that all of Nvidia’s moves to help its customers amount to “circular financing.” Nvidia’s view is that “we’re going through a major computing platform shift, the creation of one of the most important technologies in human history” and that the returns on the money invested will be “excellent, and our risk is limited,” she said. Nvidia’s financial risk may be limited—that’s a matter for debate—but as Gates made clear, there’s also a risk that AI’s social harms will outweigh its benefits.

### Meta’s Concessions

Meta Platforms’ legal settlement with the states suing it over alleged harm caused by its apps got headlines on Wednesday for the $18 billion price tag. In reality, that payout is the least important part of the agreement.

Meta pays the money out over a decade (and only 70% is definite, with the rest depending on whether YouTube and TikTok make concessions of their own). Even if it makes all of the payment, that amounts to $1.8 billion a year. In the June quarter alone, Meta generated $32 billion in cash from operations. True, it is spending most of that on AI-related capital expenditures right now. But that doesn’t change the fact that this legal settlement isn’t expensive for the company in the bigger scheme of things.

What could be meaningful are the changes in how Meta operates its apps. Notably, it agreed to turn on by default a number of measures aimed at limiting teen use of its apps. These include a two-hour daily time limit on teen use, an overnight block for teens, a muting of notifications during school hours, and the hiding of likes.

Leaving these options on by default means users have to take action to turn them off. That’s a big deal. People are much less likely to turn something off that is already on, particularly if it requires going into settings and fiddling around to change it.

As we reported [in this 2023 story](https://www.theinformation.com/articles/behind-instagram-head-adam-mosseris-mixed-record-on-youth-safety?rc=9byxri), Meta has previously shied away from giving teen-safety modifications a default status. In 2020, for instance, Instagram chief Adam Mosseri announced a plan to hide the number of like counts on Instagram, but he backed off on that. State attorneys general claim he did so because of concerns that such a move could reduce how often people visited Instagram and thereby hurt its ad revenue, we reported in that story. (For more on the legal implications of Meta’s settlement, [see our story here](https://www.theinformation.com/articles/metas-settlement-ends-one-big-battle-wider-legal-war-looms?rc=9byxri)).

### In Other News

**•**Salesforce stock rose more than 13% in after-hours trading Wednesday after the enterprise software giant reported 11% growth in July-quarter earnings and boosted its full-year revenue guidance to as high as $46.4 billion from $46.2 billion, meaning revenue could increase as much as 12% in Salesforce’s fiscal year ending next January from the previous year.

• Shares of Datadog rose 2% after[The Information reported that Palo Alto Networks](https://www.theinformation.com/articles/inside-nikesh-aroras-deals-hunt-palo-alto-networks?rc=zjctrx) explored an acquisition of the data software company last year.

• Chinese AI developer MiniMax said its annualized revenue run rate jumped to $800 million this month from $150 million in February, thanks to demand from enterprise customers for its new AI video model and large language models.

### Today on The Information’s TITV

Check out[today’s episode of TITV](https://www.theinformation.com/titv/) in which we speak with our San Francisco bureau chief about Meta settling a number of its social media addiction cases.

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## What We’re Reading

#### [Bill Gates Warns That AI Is More Dangerous Than Big Tech Admits](https://www.nytimes.com/2026/08/26/technology/bill-gates-ai-risks.html?unlocked_article_code=1.8VA.szaB.MeK6Pn2Xzww5&smid=url-share)

#### [The Multiplying Risks of Financing Data Centers](https://www.ft.com/content/9cb63980-cd43-419d-a7e5-42039b9fd01e?syn-25a6b1a6=1)

#### [The Connections That Created the ‘Nostradamus of AI’](https://www.wsj.com/tech/ai/situational-awareness-leopold-aschenbrenner-ai-fund-4dbb00a4?mod=hp_lead_pos7)