The Information

How OpenAI’s Bids For Enterprise, Ad Dollars Could Play Out

By The Information Staff · Jan 28, 2026 12:32pm PST

OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks a shift in where power and profits could accrue in the tech industry. As the company moves into markets long dominated by established software vendors, consultancies and ad platforms, its expansion raises questions about which incumbents are most... OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks...

What the Thinking Machines Shake-Up Reveals About the AI Talent Market

By The Information Staff · Jan 21, 2026 12:11pm PST

The recent shake-up at Thinking Machines Lab offers a clear view into how competition for AI talent is evolving across the industry. As leading firms move more aggressively to recruit and retain a small pool of highly sought-after researchers, the effects are showing up not just in hiring practices but in valuations, investor confidence and... The recent shake-up at Thinking Machines Lab offers a clear view into how competition for AI...

Art by Clark Miller

Why Google, Amazon and OpenAI Are on a Collision Course Over AI Commerce

By The Information Staff · Jan 14, 2026 1:07pm PST

AI-powered shopping is becoming a new area of competition among major technology companies, e-commerce platforms and retailers, each pursuing different approaches to how consumers discover and purchase products online. These efforts range from proprietary shopping agents to shared commerce protocols and embedded checkout systems that could... AI-powered shopping is becoming a new area of competition among major technology companies,...

How Artificial Intelligence is Reshaping the Global Energy Market

By The Information Staff · Jan 7, 2026 1:25pm PST · 1 comment

How Artificial Intelligence is Reshaping the Global Energy Market

By The Information Staff · Jan 7, 2026 1:25pm PST · 1 comment

The rapid expansion of artificial intelligence is driving an unprecedented surge in electricity consumption, creating a conflict between immediate climate goals and the industry’s growth. While tech companies are currently increasing their reliance on fossil fuels to power new data centers, the urgent demand for energy is also accelerating... The rapid expansion of artificial intelligence is driving an unprecedented surge in electricity...

Art by Clark Miller.

Defending the Crown: Nvidia’s Ruthless Strategy to Neutralize Emerging Threats

By The Information Staff · Dec 31, 2025 9:57am PST

Nvidia is consolidating its dominance in the AI hardware market through a dual strategy of retreating from direct cloud competition and aggressively expanding its footprint in AI inference. By restructuring its DGX Cloud division and striking a $20 billion licensing and “acqui-hire” deal with startup Groq, the company is shifting from an... Nvidia is consolidating its dominance in the AI hardware market through a dual strategy of...

Art by Clark Miller.

How OpenAI and Anthropic Are Navigating the Research-Product Divide

By The Information Staff · Dec 24, 2025 8:00am PST

The tension between “pure research” and “commercial growth” is being put to the test as OpenAI and Anthropic attempt to scale into global giants while pursuing the horizon of AGI. We asked Deep Research to investigate how these companies are managing this messy transformation to ensure that their scientific DNA doesn’t become a bottleneck for... The tension between “pure research” and “commercial growth” is being put to the test as OpenAI...

Artwork by Clark Miller

How Prediction Markets Are Reshaping Valuation for Both Private Unicorns and Public Tech Giants

By The Information Staff · Dec 17, 2025 1:52pm PST

The rapid ascent of prediction markets like Kalshi and Polymarket is introducing a volatile, real-time, and largely unregulated signal for valuing companies and forecasting performance. This disruptive trend forces new scrutiny onto both private valuations and public corporate expectations. Crucially, their growth is shadowed by significant... The rapid ascent of prediction markets like Kalshi and Polymarket is introducing a volatile,...

Artwork by Clark Miller

Why Tech Giants Are Partnering with Broadcom to Break Free from Nvidia

By The Information Staff · Dec 11, 2025 1:17pm PST

Artwork by Clark Miller

Why Tech Giants Are Partnering with Broadcom to Break Free from Nvidia

By The Information Staff · Dec 11, 2025 1:17pm PST

Broadcom has established itself as the premier design partner for custom AI chips (ASICs), carving out a lucrative role at the center of the industry’s “shadow war” against Nvidia dominance. The company’s strategy is to enable major tech giants, including Google, Apple, and OpenAI, to reduce their costly reliance on proprietary hardware by... Broadcom has established itself as the premier design partner for custom AI chips (ASICs),...

Art by Clark Miller

OpenAI Pivots to Counter Gemini 3

By The Information Staff · Dec 3, 2025 12:37pm PST · 1 comment

OpenAI has fundamentally shifted from a position of unchallenged dominance to a defensive “code red” as Google made gains in a part of the AI model development process that OpenAI has struggled in for the last 12 months. We asked Deep Research to analyze Sam Altman’s urgent pivot to the new “Garlic” model and the resulting delay of commercial... OpenAI has fundamentally shifted from a position of unchallenged dominance to a defensive “code...

Art by Clark Miller

Google’s Vertical Assault on the AI Market

By The Information Staff · Nov 26, 2025 8:00am PST

Google is leveraging its financial stamina and vertical integration to take share from markets dominated by OpenAI and Nvidia. We asked Deep Research to analyze how Google’s resurgence this year in AI software and its continued server hardware improvements are reshaping the industry. Here is the response. Google is leveraging its financial stamina and vertical integration to take share from markets...

Chaos and Competition: The Future of AI Agents in 2026

By The Information Staff · Nov 20, 2025 11:00am PST

The race to launch and successfully sell AI agents in 2026 will be decided by which companies can create a differentiated product in an environment where every firm is offering nearly identical AI agents. We asked Deep Research to explain how this competition will unfold. Here is the response. The race to launch and successfully sell AI agents in 2026 will be decided by which companies can...

Art by Clark Miller.

2026 Watch List: The Candidates, the Wildcard, and the IPO Market’s Tunnel Vision

By The Information Staff · Nov 12, 2025 11:42am PST · 1 comment

Art by Clark Miller.

2026 Watch List: The Candidates, the Wildcard, and the IPO Market’s Tunnel Vision

By The Information Staff · Nov 12, 2025 11:42am PST · 1 comment

The 2025 initial public offering market was defined by a stark divergence: a welcome comeback year for new listings that instantly created clear winners and losers. While investors rewarded companies with an artificial intelligence or cryptocurrency narrative, stocks of consumer facing companies and software firms that couldn’t articulate an... The 2025 initial public offering market was defined by a stark divergence: a welcome comeback...

Art by Clark Miller.

OpenAI Moves Up the Stack: Why Every Software Incumbent is Now a Target

By The Information Staff · Oct 29, 2025 1:24pm PDT

OpenAI is moving beyond its role as a technology partner, transforming its model lead into a multi-front assault on established software giants. This pivot positions the company not just as a supplier, but as a formidable application competitor, aiming to own the entire user workflow in markets like productivity, consulting, and e-commerce. This... OpenAI is moving beyond its role as a technology partner, transforming its model lead into a...

Art by Clark Miller

Why OpenAI Just Declared War on Google’s $100 Billion Search Moat

By The Information Staff · Oct 22, 2025 1:09pm PDT · 1 comment

OpenAI has launched a direct strategic assault on Google’s advertising empire by introducing its new AI browser, ChatGPT Atlas. This is a high-stakes move that positions the AI model as the ultimate user interface for all web activity, aiming to entirely bypass the traditional search page where Google makes its money. This aggressive move forces... OpenAI has launched a direct strategic assault on Google’s advertising empire by introducing its...

Art by Clark Miller

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT

The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...

Art by Clark Miller

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

By The Information Staff · Oct 9, 2025 7:15am PDT

Art by Clark Miller

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

By The Information Staff · Oct 9, 2025 7:15am PDT

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping the AI hardware market. We turned to our Deep... The path to building the most advanced AI is being throttled by a single point of failure:...

Art by Clark Miller.

Beyond the Ban: The Complex Questions Raised by TikTok’s New Deal

By The Information Staff · Oct 2, 2025 6:39am PDT

Following the President’s recent executive order, a path has been created for TikTok to continue operating in the U.S. However, the proposed deal is proving to be a highly complex and controversial arrangement, raising new questions about the company’s future. We turned to our Deep Research AI to get insights. Following the President’s recent executive order, a path has been created for TikTok to continue...

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of smart glasses with a built-in AI assistant is the latest example of tech giants and ambitious startups trying to transform AI into the next personal device after the smartphone. We asked Deep Research to create a comprehensive report on the topic. The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of...

Deep Research Report: AI 2026 Predictions

By The Information Staff · Sep 17, 2025 10:08am PDT · 3 comments

Businesses are evaluating a growing list of AI products aimed at specific uses. We asked our Deep Research tool, “What are the biggest applied artificial intelligence themes for the coming 12 months?”, and received the following answer. Businesses are evaluating a growing list of AI products aimed at specific uses. We asked our Deep...

Deep Research Report: Why AI ROI is Hard to Prove

By The Information Staff · Sep 11, 2025 8:52am PDT

Deep Research Report: Why AI ROI is Hard to Prove

By The Information Staff · Sep 11, 2025 8:52am PDT

Despite the widespread hype around AI, its adoption in the enterprise is facing challenges. How are CEOs handling the high costs of implementing AI and the difficulty in demonstrating a return on investment? We asked our new Deep Research tool and got the following answer. Despite the widespread hype around AI, its adoption in the enterprise is facing challenges. How...