Ai Data

The Information's in-depth reporting about Ai Data.
Follow this topic to get the latest updates from The Information reporters and subscribers.

Recent Articles Most Popular Articles
Recent Articles about Ai Data
Nvidia CEO Jensen Huang. Photo by Fabrice/Getty Images
Applied AI

Nvidia CEO Becomes the Latest SaaS Defender—Sort Of

By Amir Efrati · Feb 5, 2026 10:30am PST · 2 comments
Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous breakdown on Wall Street in the past week, thanks in part to Anthropic’s recent AI launches (and despite Anthropic's own love for SaaS apps). Even Palantir, which has lately posted blockbuster growth, has been caught up in the selloff.Enter Jensen... Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous...
China's ADA Space plans to launch 2,800 of these satellites into space to make up a data center constellation. Photo: An Yuan/China News Service/Getty
The Electric

The Electric: This Chinese Startup Has Already Put a Data Center In Space

By Steve LeVine · Feb 5, 2026 4:30am PST · 1 comment
With his $1.2 trillion merger of SpaceX with money-losing AI developer xAI, Elon Musk suggests he is in the vanguard of the next big thing—the establishment of AI data centers in space. Sorry, Elon, a Chinese startup got there first. With his $1.2 trillion merger of SpaceX with money-losing AI developer xAI, Elon Musk suggests he...
Carina Hong, founder and CEO of Axiom. Screenshot via YouTube
AI Agenda

A Major Anthropic Backer Quintuples an AI Math Startup’s Valuation in New Deal

By Stephanie Palazzolo and Valida Pau · Feb 3, 2026 7:00am PST
Investors usually fund startups based on metrics involving revenue, profits or product usage. But investors backing newer AI research startups that are taking on Anthropic and OpenAI have to rely on other measures of success, such as incremental research breakthroughs or recent talent hirings. One example is AI math startup Axiom, which is... Investors usually fund startups based on metrics involving revenue, profits or product usage. But...
The liquid cooling system at an Equinix data center in Virgini
AI Infrastructure

Why There’s Another Wave of Neoclouds; AI Data Center Cooling Heats Up

By Anissa Gardizy · Jan 12, 2026 8:25am PST · 3 comments
There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers  to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks,... There's a new wave of cloud computing startups raising money and touting landmark AI data center...
Bloomberg/Getty Images.
The Briefing

The Ripple Effects of the AI Data Center Boom

By Martin Peers · Jan 6, 2026 5:00pm PST
Trade in stocks exposed to the AI boom is getting even more volatile. Shares of Sandisk rocketed 27% on Tuesday for no obvious reason other than a report by Morgan Stanley about bigger-than-expected price increases coming for NAND flash memory, which Sandisk makes, among others. Demand for NAND flash has taken off in recent months, thanks to its... Trade in stocks exposed to the AI boom is getting even more volatile. Shares of Sandisk rocketed...
Ford has canceled the electric F-150 pickup and will reintroduce it as an extend-drive hybrid. Photo: Scott Olson/Getty
The Electric

The Electric: Ford’s Leap Into Powering AI Data Centers Reflects an Industry Adrift

By Steve LeVine · Dec 22, 2025 4:30am PST
In Ford’s third-quarter earnings call in October, Ford CEO Jim Farley was typically optimistic about the company’s prospects for selling electric vehicles, predicting that a planned midsize electric pickup, to be released in 2027, would wow customers. In Ford’s third-quarter earnings call in October, Ford CEO Jim Farley was typically optimistic...