Pro Report

Below is a collection of every Pro Report article by The Information.
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Leading-Edge AI Models Are Losing Their Allure With Developers

By Eric Bellomo · Oct 12, 2026 1:29pm PDT
As a lifelong, overly enthusiastic San Francisco Giants fan, this was a rough summer. Essentially out of contention since week six, the Giants ended the season with a dubious distinction: one of the largest gaps between projected and actual wins of any MLB team in nearly 25 years. Why is this relevant for our Pro subscribers? Well, a FanGraphs ... As a lifelong, overly enthusiastic San Francisco Giants fan, this was a rough summer. Essentially...
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The AI Inflection Index’s Early Signals on AI Power Demand, Inference Chip Interest

By Eric Bellomo · Sep 28, 2026 12:01pm PDT
A spike in discussion about AI power demand in late 2024, well before it started to dominate the national discussion. An early alert to rising interest in custom chips for AI inference. A non-consensus perspective on agentic commerce. These are just some of the insights that emerged from The Information’s AI Inflection Index, a new data... A spike in discussion about AI power demand in late 2024, well before it started to...
Pro subscription required icon Pro subscription required icon Art by Clark Miller
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The Numbers Behind Chinese Open-Source Models’ Performance and Adoption

By Eric Bellomo · Sep 14, 2026 12:27pm PDT
Open-source AI developments have kept The Information’s reporting corps busy this summer, with news on regulation, Meta Platforms’ return to open source, and the rise of Chinese labs, all culminating with Nvidia’s $12.9 billion purchase of the Hugging Face and the potential $40 billion valuation for startup Thinking Machines Lab. Open... Open-source AI developments have kept The Information’s reporting corps busy this summer, with...