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Grafana Labs CEO Raj Dutt. Screenshot via YouTube
Exclusive

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,...
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Deep Research

Who Can Afford the AI Buildout? Follow the Balance Sheets

By The Information Staff · Feb 12, 2026 12:39pm PST · 1 comment
The soaring cost and operational risk of building AI infrastructure—especially as companies race to deploy next-generation Nvidia chips—are driving a clear split in how the industry finances growth. Tech incumbents like Microsoft and Google are leaning on scale, credit strength and partnerships to spread risk, while challengers such... The soaring cost and operational risk of building AI infrastructure—especially as companies...
Photo by David Paul Morris/ Getty Images
Applied AI

The Looming Battle Over Agent Management Software

By Kevin McLaughlin and Aaron Holmes · Feb 12, 2026 11:05am PST
The next big AI battleground will be centered on software for managing agents, helping businesses handle the growing suite of AI agents they’re using from different providers, as we reported today. On that front, the older enterprise software firms feel they have advantages over OpenAI and Anthropic.That advantage boils down to software firms’... The next big AI battleground will be centered on software for managing agents, helping businesses...
Amazon CEO Andy Jassy. Michael M. Santiago/Getty Images.
The Briefing

Amazon’s Cloud Liftoff

By Martin Peers · Feb 5, 2026 5:00pm PST
Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting plans to double its capital expenditures to around $180 billion, Amazon went one better by announcing it plans to lay out $200 billion on capex this year, 56% higher than what it spent in 2025. Investors were just as unimpressed as they had been... Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting...
Google CEO Sundar Pichai. Jim Lo Scalzo/Getty Images
The Briefing

Google Cloud Finally Takes Off

By Martin Peers · Feb 4, 2026 5:00pm PST · 1 comment
Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter,... Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers...