The Information

Art by Mike Sullivan

Andreessen Horowitz, General Catalyst Race to Secure the Chips Their Startups Need

By Julia Hornstein, Dakin Campbell and Phoebe Liu · Oct 12, 2026 10:42am PDT

As startups scramble to get access to AI servers, more venture capital firms are finding ways to secure compute on their behalf. Andreessen Horowitz, which two years ago set up a cluster of 20,000 graphics processing units for its startups, is in talks to expand its offering, potentially via two data center companies it has backed, according to... As startups scramble to get access to AI servers, more venture capital firms are finding ways to...

Charles Lamanna. Screenshot via YouTube/ Microsoft Developer; art by Mike Sullivan

How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella

By Aaron Holmes · Oct 12, 2026 6:01am PDT · 1 comment

In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint. In response, Charles Lamanna, then a Microsoft president and rising star within the giant firm, went to CEO Satya Nadella with a bold proposal: Microsoft needed to consider... In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot,...

Photo via Getty

Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership

By Phoebe Liu and Valida Pau · Oct 8, 2026 4:24pm PDT

Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims to compete with Nvidia, according to three people with knowledge of the deal. The planned investment is part of Nvidia’s effort to make its technology compatible with rival chip designers and bring them into its dominant hardware ecosystem, even as it... Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims...

Art by Mike Sullivan

How Amazon Rewired Its Data Centers After Mississippi Power Warning

By Catherine Perloff · Oct 8, 2026 7:33am PDT

Art by Mike Sullivan

How Amazon Rewired Its Data Centers After Mississippi Power Warning

By Catherine Perloff · Oct 8, 2026 7:33am PDT

Earlier this year, officials at Mississippi electric utility Entergy had some worrisome news for Amazon: It was going to have to start kicking the company’s Mississippi-based data centers off the grid during peak times to ensure it could support other customers, according to two people with knowledge of the situation. Amazon’s cloud unit, Amazon... Earlier this year, officials at Mississippi electric utility Entergy had some worrisome news for...

Art by Clark Miller; Getty Images

Ex-Trump AI Adviser Sriram Krishnan Targets Raising a $500 Million Venture Fund

By Leo Schwartz · Oct 7, 2026 12:08pm PDT

Sriram Krishnan, a key AI adviser to President Donald Trump who left the White House in June, is raising an AI-focused venture fund, according to three people familiar with the matter. The fund will target raising around $500 million to invest in growth- and later-stage companies, the people said. Before joining the Trump administration,... Sriram Krishnan, a key AI adviser to President Donald Trump who left the White House in June, is...

Jensen Huang, CEO of Nvidia. Photo by Daniel Heuer/Getty Images

Where Nvidia’s $100 Billion Dealmaking Juggernaut Will Go Next

By Valida Pau and Phoebe Liu · Oct 7, 2026 6:00am PDT

This July, Nvidia caught wind of a looming takeover of OpenRouter, a three-year-old startup that had emerged as a popular marketplace for AI models, including many cheaper open-source ones. Databricks and Stripe had already been talking to the startup about a potential sale. Nvidia was late to the party. The chipmaker’s CEO, Jensen Huang, wanted... This July, Nvidia caught wind of a looming takeover of OpenRouter, a three-year-old startup that...

Bing Guan/Getty Images.

Why the SaaSpocalypse Isn’t Over For Workday

By Laura Bratton and Anita Ramaswamy · Oct 6, 2026 6:00am PDT · 2 comments

AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to store key information about employees and financial transactions. But it is putting potential constraints on their growth. Already, some Workday customers are using so-called AI agents from Anthropic, Microsoft and other providers to pull data from... AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to...

Art by Clark Miller; Getty Images.

Microsoft Slashes Internal Claude Spending by a Third

By Aaron Holmes, Jyoti Mann and Kevin McLaughlin · Oct 5, 2026 11:14am PDT · 4 comments

Art by Clark Miller; Getty Images.

Microsoft Slashes Internal Claude Spending by a Third

By Aaron Holmes, Jyoti Mann and Kevin McLaughlin · Oct 5, 2026 11:14am PDT · 4 comments

Meta Platforms and Microsoft, two of Anthropic’s biggest corporate customers, are working to cut their employees’ use of Claude, a challenge for the AI firm’s efforts to sustain its explosive growth. Microsoft executives earlier this year projected that the company was on track to spend at least $1 billion on its own internal use of Anthropic’s... Meta Platforms and Microsoft, two of Anthropic’s biggest corporate customers, are working to cut...

Nvidia CEO Jensen Huang via Getty. Art by Mike Sullivan.

How Jensen Huang’s Son-in-Law Became One of His Most Trusted Executives

By Phoebe Liu · Oct 5, 2026 6:00am PDT · 1 comment

A little over a week ago, Madison Huang, a rising star at Nvidia and the daughter of its CEO, celebrated her wedding in Hawaii. Her husband? Nico Caprez, a former pro ski racer whom Madison helped recruit to Nvidia two and a half years ago. And he’s not just any employee. Caprez, 35, has quickly become one of its most important executives and... A little over a week ago, Madison Huang, a rising star at Nvidia and the daughter of its CEO,...

Art by Mike Sullivan.

OpenAI Hires Top Trump AI Official to Work on National Security

By Leo Schwartz · Oct 2, 2026 12:00pm PDT

OpenAI is continuing to fill out its leadership bench with former Trump administration officials. Thomas Lind, who previously led AI policy at the Office of the National Cyber Director, joined OpenAI this week, an OpenAI spokesperson confirmed. ONCD is a key office within the White House that played a leading role in putting together a June... OpenAI is continuing to fill out its leadership bench with former Trump administration officials....

Art by Mike Sullivan

How China’s Token Resellers Create an Anthropic Gray Market

By Jing Yang, Juro Osawa and Qianer Liu · Oct 2, 2026 6:00am PDT

In Beijing’s Haidian District, a bustling hub for local universities and tech companies, six out of the roughly 30 tenants in one run-of-the-mill office building are all in the same business, according to one occupant of the building: selling Chinese customers access to Anthropic’s Claude and other models from U.S. AI companies. They’re not... In Beijing’s Haidian District, a bustling hub for local universities and tech companies, six out...

Art by Mike Sullivan

How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm

By Grace Kay · Oct 1, 2026 6:01am PDT · 1 comment

Art by Mike Sullivan

How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm

By Grace Kay · Oct 1, 2026 6:01am PDT · 1 comment

SpaceX’s AI unit held talks over the summer about leasing computing capacity to Microsoft, say people familiar with the matter, a sign of how fully Elon Musk has embraced the neocloud business after his initial reluctance. Selling computing power has quickly become one of SpaceX’s most lucrative businesses, generating billions of dollars a month... SpaceX’s AI unit held talks over the summer about leasing computing capacity to Microsoft, say...

Art by Mike Sullivan.

Cracks Emerge in AI’s Debt-Fueled Data Center Boom

By Dakin Campbell · Sep 30, 2026 11:53am PDT · 1 comment

Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is developing a data center for Meta Platforms, had to offer investors big concessions to land financing earlier this month. That deal is among the clearest signs yet that financing the data center boom is getting expensive across the board, and investors... Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is...

Zhang Xiangyi/China News Service/VCG via Getty Images.

Alibaba’s AliExpress Tests Membership Program in Challenge to Amazon

By Juro Osawa · Sep 30, 2026 12:00am PDT · 1 comment

AliExpress, Alibaba Group’s international e-commerce site, is testing a new VIP membership program in some markets, as it tries to attract and retain high-spending customers in a challenge to Amazon, according to a person with direct knowledge of the efforts. The VIP program, called Elite, is available on an invitation-only basis to customers... AliExpress, Alibaba Group’s international e-commerce site, is testing a new VIP membership...

Art by Clark Miller.

Google Is Paying About 100 Digital Publishers for AI Overviews

By Alix Coutures and Catherine Perloff · Sep 29, 2026 4:09pm PDT

Google has been paying roughly 100 digital publishers for how much their content contributes to AI-powered answers to search and other products, according to people familiar with tests. The pilot program signals a further shift by the company toward paying publishers for content that shows up in its powerful search engine. Google has... Google has been paying roughly 100 digital publishers for how much their content contributes to...

Art by Mike Sullivan

Anthropic Moves to Cut Off Discounts When Customers Hit Their Cap

By Kevin McLaughlin · Sep 28, 2026 6:00am PDT

Art by Mike Sullivan

Anthropic Moves to Cut Off Discounts When Customers Hit Their Cap

By Kevin McLaughlin · Sep 28, 2026 6:00am PDT

Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a more flexible approach. While both Anthropic and archrival OpenAI provide discounts to customers that commit to spending millions of dollars a year... Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once...

Jensen Huang, CEO of Nvidia. Photo by David Paul Morris / Getty Images.

China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba

By Qianer Liu · Sep 27, 2026 8:00am PDT

China’s government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers, according to two people familiar with the matter, as the country’s AI firms strain for enough computing power to run their chatbots and agents. The Ministry of Industry and Information Technology, which... China’s government has signaled it could allow some domestic companies to buy a new Nvidia chip...

Fal AI co-founders Gorkem Yurtseven and Burkay Gur. Getty Images.

Fireworks, Fal Consider New Rounds as Inference Demand Soars

By Valida Pau, Stephanie Palazzolo and Aaron Holmes · Sep 25, 2026 3:59pm PDT

Startups such as Fal and Fireworks AI that sell access to AI models and servers have been ringing up sales as developers use them to run models quickly, sparking a new investor rush to pour money into them. Fal, which specializes in providing such inference services for video and image generation models such as Google’s Nano Banana models, has... Startups such as Fal and Fireworks AI that sell access to AI models and servers have been ringing...

Tesla Bot Optimus 3. Photo by Chen Yuyu/Getty Images

Tesla’s Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins

By Qianer Liu and Grace Kay · Sep 25, 2026 6:01am PDT · 6 comments

Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to manufacture the machines reliably at scale. Its production lines are grappling with problems involving the robot’s intricate hands, automated equipment and supplier constraints, according to people familiar with... Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months,...

Art by Clark Miller.

Startup Founded by ex-Tesla Dojo Leaders Nears $10 Billion Valuation

By Stephanie Palazzolo, Phoebe Liu and Valida Pau · Sep 24, 2026 7:40pm PDT · 1 comment

Art by Clark Miller.

Startup Founded by ex-Tesla Dojo Leaders Nears $10 Billion Valuation

By Stephanie Palazzolo, Phoebe Liu and Valida Pau · Sep 24, 2026 7:40pm PDT · 1 comment

DensityAI, an AI chip startup founded just a year ago by former leaders of Tesla’s Dojo supercomputer program, is in advanced talks to raise hundreds of millions of dollars in a round that would value it at $10 billion, according to two people with knowledge of the discussions. The valuation is high for a company whose chips appear to be early... DensityAI, an AI chip startup founded just a year ago by former leaders of Tesla’s Dojo...