Ai Content Creation

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Cerebras CEO Andrew Feldman. Getty Images.
Dealmaker

Cerebras' Plum OpenAI Deal Is a Double-Edged Sword

By Cory Weinberg · May 12, 2026 4:33pm PDT
When some journalist writes the book on the AI boom, one critical chapter will start on Christmas Eve 2025. That was the day that Nvidia and OpenAI’s complicated frenemy relationship became incredibly lucrative for chip startups that focus on AI inference.We already know that Christmas Eve was the day the tech industry (and this newsroom)... When some journalist writes the book on the AI boom, one critical chapter will start on Christmas...
Partner Content

Capital, Not Compute, is the Real AI Bottleneck

By The Information Partnerships · May 11, 2026 9:19am PDT
Satisfying AI’s ravenous appetite for power and compute has kicked off a once-in-a-generation infrastructure expansion that is also one of the most expensive in modern history. Nvidia CEO Jensen Huang has estimated a single gigawatt of capacity can cost as much as $50 billion. With McKinsey projecting data center demand could reach 156 GW by... Satisfying AI’s ravenous appetite for power and compute has kicked off a once-in-a-generation...
Andrew Feldman, CEO of Cerebras Systems. Art by Clark Miller; YouTube.
The Briefing

Cerebras IPO Will Test Investor Appetite for AI Chip Startups

By Martin Peers · May 10, 2026 3:00pm PDT
How many AI chip designers can the public market support? We’ll get a sense of that on Thursday when Cerebras Systems, the biggest of a new generation of chip designers dedicated to AI, is expected to go public at a valuation of $35 billion. If it follows the pattern of other AI-related IPOs, such as cloud firm CoreWeave, Cerebras will be a big... How many AI chip designers can the public market support? We’ll get a sense of that on Thursday...
Meta AI's booth at the World Economic Forum in Davos, Switzerland. Photo via Getty.
True Value

Meta’s AI May Not Be as Good for Ad Growth as Investors Think

By Anita Ramaswamy · Feb 13, 2025 6:00am PST
Meta Platforms has been this year’s artificial intelligence darling. The Facebook and Instagram parent’s shares are up roughly 24% so far in 2025, despite CEO Mark Zuckerberg’s declaration last month that the company would lift capital expenditures 60%, mostly to pay for AI development. The rally in Meta’s stock contrasts sharply with the anemic... Meta Platforms has been this year’s artificial intelligence darling. The Facebook and Instagram...
Podcast

The Venture Capital Reset Era

By Jessica E. Lessin · Aug 23, 2024 12:33pm PDT · 4 comments
"This is a time for serious people, people who take this business seriously." The gang was back to business this week discussing the latest in the venture shakeout. Plus, the energy is back in the Bay again. And a fierce debate over the Starlink Mini. Also, we continue to experiment with transcripts and chapters for subscribers... "This is a time for serious people, people who take this business seriously." The gang...
Dmitry Shapiro (left) and Sean Thielen of GoMeta, parent company of Koji. Photo via GoMeta
Creator Economy

Why Two Creator Founders Are Switching to AI

By Kaya Yurieff · Jun 13, 2023 3:46pm PDT · 1 comment
Earlier today, I published a story about how creator economy startups are facing a reckoning after the 2020-2021 VC funding boom that spawned hundreds of startups trying to sell tools and services to creators. As funding has dried up, several creator-related startups—including Popshop Live, Zurp and Moetic—have been looking for buyers, pivoting... Earlier today, I published a story about how creator economy startups are facing a reckoning...