Ai Business Models

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Four AI Futures for Enterprise Tech

By The Information Partnerships · Jun 20, 2025 10:30am PDT
Expectations about the impact of artificial intelligence on business are running high, but how will AI deployment unfold? The Information’s readers were presented with a survey detailing four different scenarios about how AI will play out in their companies, as defined by the EY organization, in the near and midrange future. Through careful... Expectations about the impact of artificial intelligence on business are running high, but how...
Art by Mike Sullivan
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Some Large Cloud Customers Slow Down AI Spending as Prices Drop

By Aaron Holmes · Mar 29, 2025 9:13am PDT · 5 comments
Cybersecurity firm Palo Alto Networks last year started adding artificial intelligence chatbots to its products to help customers get answers about their network security. The tools originally relied on state-of-the-art models from OpenAI and other firms. But Palo Alto Networks recently found that open-source models from DeepSeek, a Chinese... Cybersecurity firm Palo Alto Networks last year started adding artificial intelligence chatbots...
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AI Agenda

The Three Classes of AI Coding Assistants

By Stephanie Palazzolo · Feb 18, 2025 7:10am PST
The model race continues. On Monday evening, Elon Musk’s xAI released a new family of large language models, Grok 3, which includes a baseline model, a smaller and faster version of the baseline model, and two “reasoning” models.Early reactions seem promising. Andrej Karpathy, one of the cofounders of OpenAI who left the company last year, said... The model race continues. On Monday evening, Elon Musk’s xAI released a new family of large...
Sunday Insights

Alphabet, SpaceX Spur Record U.S. Equity Sales

By Valida Pau · Jul 19, 2026 8:00am PDT
U.S. stock sales are on track for a record this year, as massive offerings from SpaceX, Alphabet and others push totals past a 2021 high. More sales are coming. Anthropic is headed for an initial public offering as soon as September. And bankers are pitching other public tech companies on issuing more stock. These include Intel, after the... U.S. stock sales are on track for a record this year, as massive offerings from SpaceX, Alphabet...
Databricks CEO Ali Ghodsi
Q&A

Databricks CEO Predicts Major Drop in AI Chip Prices

By Stephanie Palazzolo and Amir Efrati · Feb 13, 2024 4:37pm PST · 10 comments
Nvidia’s stock has been on a tear as major technology firms and app developers clamor for the company’s server chips for artificial intelligence, creating a shortage. But over the next year, prices for these chips, known as graphics processing units, will plummet, throwing a wrench into the business models of numerous major companies... Nvidia’s stock has been on a tear as major technology firms and app developers clamor for...