Ai Chips

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Art by Clark Miller.
The Briefing

Sell SpaceX, Buy Tesla?

By Theo Wayt · Jun 22, 2026 5:05pm PDT
Here’s a question: If you’re an investor who wants exposure to Elon Musk, is SpaceX or Tesla a better bet? Today, the answer seemed to be Tesla, with shares in the electric automaker climbing 1% to $405.05 as SpaceX shares tumbled 16% to $154.60. SpaceX shares are still above their IPO price of $135 per share, but today was their third... Here’s a question: If you’re an investor who wants exposure to Elon Musk, is SpaceX or Tesla a...
Demonstrators take part in a protest at the Utah State Capitol last month. Image via Getty
AI Infrastructure

Debunking the Myths That AI Data Center Critics Believe

By Ann Davis Vaughan · Jun 22, 2026 8:37am PDT · 9 comments
I’ve been visiting large AI data center projects in rural and industrial communities in the Midwest, Southeast and West, and I have found that two things can be true at the same time: AI data centers have drawbacks but are better for communities than their residents think, and those communities can win a lot more financial concessions and... I’ve been visiting large AI data center projects in rural and industrial communities in the...
OpenAI CEO Sam Altman. Photo via Getty Images
IPOs

How OpenAI’s Web of Business Relationships Could Complicate Its IPO

By Cory Weinberg and Erin Woo · Jun 22, 2026 6:00am PDT
Few companies have gone public with books as unusual as OpenAI’s. At first glance, the company portrayed by the AI startup’s financial statements, reviewed by The Information, resembles a lean, low-debt software business. Its balance sheet, as at March 31, had zero debt and less than $750 million of lease liabilities. Its cash-flow statement,... Few companies have gone public with books as unusual as OpenAI’s. At first glance, the company...
Art by Getty Images
Exclusive

China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq

By Qianer Liu and Juro Osawa · May 29, 2026 6:00am PDT · 1 comment
TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure. The new AI chip is intended to have a structure similar to U.S. chip designer Groq’s language processing units, which are built to run AI models at low cost, according to three people with... TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of...
Getty Imags.
Exclusive

Anthropic Is in Talks to Use Microsoft’s AI Chips

By Aaron Holmes and Qianer Liu · May 21, 2026 6:00am PDT · 1 comment
Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, according to two people who spoke to executives involved in the discussion. Winning Anthropic as a customer would be a coup for Microsoft, whose in-house chip design effort ran into delays last... Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks...
Anthropic co-founder and president, Daniela Amodei. Kimberly White/Getty Images.
Exclusive

Anthropic in Talks to Buy AI Chips From U.K. Startup

By Stephanie Palazzolo and Anissa Gardizy · May 2, 2026 7:00am PDT · 2 comments
As Anthropic’s sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia. The maker of Claude has recently been in talks with London-based startup Fractile to buy its inference chips, which aim to run AI models efficiently, when... As Anthropic’s sales explode, straining the servers it uses, the company is considering adding...