AI

Artificial intelligence is most groundbreaking technology shift of recent years, with many companies now utilizing AI computer systems or software to perform tasks that typically require human intelligence. The Information’s in-depth reporting about AI, led by our AI Agenda newsletter, is consistently ahead of the curve. We led the coverage of Sam Altman’s ouster from OpenAI (and his subsequent return), and we publish regular exclusives about the leading figures in the AI race.

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Grafana Labs CEO Raj Dutt. Screenshot via YouTube

Grafana Labs in Talk to Raise at $9 Billion Valuation

By Katie Roof and Cory Weinberg · Feb 13, 2026 1:22pm PST

Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the matter said. That’s up from $6.6 billion in a 2024 funding round. The funding talks follow Grafana’s growth in annual recurring revenue, which hit... Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending,...

Arif Janmohamed. Screenshot via YouTube/The Fabric.

Lightspeed Partner Behind Navan, Netskope to Launch New Firm

By Katie Roof · Feb 13, 2026 10:49am PST

Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software investors, is reducing his involvement to launch a new early stage investment firm later this year, he said. Janmohamed joined Lightspeed in 2008 as one of its first employees and became a partner four years later. He is the latest in a wave of veteran VC... Lightspeed Venture Partners’ Arif Janmohamed, one of the firm’s leading enterprise software...

Art by Clark Miller (photo: Getty Images)

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST

If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...

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CoinDesk CEO Kevin Worth. Photo by Bloomberg via Getty.

CoinDesk Revenue Slowed Before Sale to Bullish

By Aidan Ryan · Nov 29, 2023 10:34am PST

Barry Silbert’s Digital Currency Group announced last week that it sold its crypto news subsidiary CoinDesk to the crypto exchange Bullish. Silbert said in a tweet that the sale made CoinDesk, which DCG bought for $500,000 in 2016, “one of our best investments of all time,” but the sale price was not disclosed and could not be learned.What is... Barry Silbert’s Digital Currency Group announced last week that it sold its crypto news...

Binance CEO Changpeng Zhao leaves the U.S. District Court on Nov. 21 in Seattle. Photo by David Ryder/Getty.

One Binance Saga Comes to a Close

By Aidan Ryan · Nov 22, 2023 9:15am PST · 2 comments

Just when it felt like crypto could coast into Thanksgiving with OpenAI drama dominating headlines, U.S. officials barged in with a settlement in long-running investigations into Binance.The deal is on one hand a seismic shift for the world’s biggest crypto exchange. (You can view our updated Binance org chart here.) Its founder Changpeng Zhao... Just when it felt like crypto could coast into Thanksgiving with OpenAI drama dominating...