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Chart by Shane Burke.

‘AI Native’ Startups Double Annualized Revenue to $30 Billion in Seven Months

By Stephanie Palazzolo · Jan 14, 2026 7:00am PST · 1 comment

The revenue picture for AI startups is brightening, a bit. In just seven months, annualized revenue at “AI native” companies selling AI models or apps has doubled, from $15 billion to more than $30 billion, according to an analysis of 32 companies from The Information’s Generative AI Database.One problem: OpenAI and Anthropic make... The revenue picture for AI startups is brightening, a bit. In just seven months, annualized...

Sheldon Kimber, CEO of Intersect Power, right, at the Oberon Solar plant in California. Photo by Lauren Justice/ Getty Images

Google Goes Electric to Get Quick Data Center Approval

By Miles Kruppa · Jan 13, 2026 6:00am PST

One month before Google paid $4.8 billion for Intersect Power, the tech giant had a message for federal energy regulators: They should fast-track approvals for data centers that supply some of their own power. Intersect does just that, producing power for data centers to allow them to operate without relying entirely on the grid. Google’s... One month before Google paid $4.8 billion for Intersect Power, the tech giant had a message for...

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...

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

By Amir Efrati · Jan 8, 2026 7:00am PST · 1 comment

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

By Amir Efrati · Jan 8, 2026 7:00am PST · 1 comment

OpenAI’s official foray into health, unveiled in this post on Wednesday, has been a long time coming, as we explained last summer. In short, OpenAI is creating a special section of ChatGPT for customers to ask health-related questions and dump data from their personal health apps and wearable devices to get personalized advice. The features... OpenAI’s official foray into health, unveiled in this post on Wednesday, has been a long time...

The Petropiar oil refinery in Venezuela's Anzoategui State, in which Chevron owns a 30% share. Photo: Diego Giudice/Bloomberg/Getty

The Electric: In Venezuela, Trump Doubles Down on a Bet Scorning the Emerging Electric Economy

By Steve LeVine · Jan 8, 2026 4:30am PST

Energy Secretary Chris Wright says the U.S. has taken control of all of Venezuela’s oil sales “indefinitely.” For starters, the South American nation will hand over more than $2 billion in crude oil to the U.S., about 15% of its annual production, apparently in exchange for a friendlier attitude from President Donald Trump. Energy Secretary Chris Wright says the U.S. has taken control of all of Venezuela’s oil sales “...

Jensen Huang, CEO of Nvidia. Photo by Bridget Bennett/Getty Images

Nvidia CEO Says Groq Didn’t Have a ‘Nook and Cranny to Fit Into’

By Amir Efrati · Jan 7, 2026 8:00am PST

Before we get to today‘s column, you should check out our scoop this morning that the Chinese government has asked local companies to hold off ordering Nvidia’s H200 chips. It‘s the latest move in the geopolitical chess match that governs Nvidia’s China business. Meanwhile, Nvidia CEO Jensen Huang has finally given investors a partial... Before we get to today‘s column, you should check out our scoop this morning that the Chinese...

Bloomberg/Getty Images.

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...

Nvidia CEO Jensen Huang presents at CES. Bridget Bennett/Bloomberg via Getty Images.

Nvidia’s Clever Approach to Its New Self-Driving Car Model

By Rocket Drew · Jan 6, 2026 7:30am PST

Nvidia CEO Jensen Huang presents at CES. Bridget Bennett/Bloomberg via Getty Images.

Nvidia’s Clever Approach to Its New Self-Driving Car Model

By Rocket Drew · Jan 6, 2026 7:30am PST

Nvidia CEO Jensen Huang took the stage at CES on Monday to deliver a volley of announcements—Nvidia published 10 press releases during his keynote! Many of those announcements focused on Nvidia’s work on physical AI, such as autonomous robots and cars, so it was fitting that a pair of Huang’s favorite remote controlled Disney droids accompanied... Nvidia CEO Jensen Huang took the stage at CES on Monday to deliver a volley of announcements—...

A Microsoft data center in Aldie, Va. Getty Images.

AI Infrastructure

The AI Boom Is Now an Energy Boom

By Ann Davis Vaughan · Jan 5, 2026 9:07am PST · 3 comments

The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation and changing natural gas infrastructure, utility systems and regulation in ways that could last for decades.Natural gas producers are expanding pipelines faster than they have in years, utilities have secured regulatory approval for billions of... The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation...

Bay ISMOYO/AFP via Getty Images.

Indonesia’s Sovereign AI Play

By Juro Osawa · Jan 5, 2026 7:00am PST

One of the major trends in the AI industry in the past year was the growth of sovereign AI, the movement by various countries to develop their own domestic AI capabilities to reduce their technological dependence on the U.S. and China. While an increasing number of nations and regions are building their own large language models and AI data... One of the major trends in the AI industry in the past year was the growth of sovereign AI, the...

Getty Images

2025’s Best Performing Tech Stocks

By Martin Peers · Dec 31, 2025 2:00pm PST

Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers for those little memory cards or USB drives, was one of the best performing tech stocks of 2025—gaining 559% since February, when it was spun out of Western Digital to be a standalone company. By comparison, the best performing of the big tech names,... Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers...

Getty Images

How Artificial Intelligence Will Change in 2026

By Stephanie Palazzolo · Dec 31, 2025 7:00am PST

Getty Images

How Artificial Intelligence Will Change in 2026

By Stephanie Palazzolo · Dec 31, 2025 7:00am PST

Welcome to the last AI Agenda issue of 2025! Lots went down this year (check out yesterday’s newsletter for a full recap), and we expect things to get even crazier in 2026. Welcome to the last AI Agenda issue of 2025! Lots went down this year (check out yesterday’s ...

Sikander Rashid, Brookfield Asset Management's global head of AI infrastructure. Cyril Marcilhacy/Bloomberg via Getty Images.

Brookfield to Start Cloud Business to Lower Cost of AI

By Miles Kruppa · Dec 31, 2025 6:00am PST

Private-equity firm Brookfield is starting its own cloud business, going up against tech giants like Amazon by arguing it can bring down the costs of developing AI. The firm, which has long invested in infrastructure and energy, is becoming the first major investment firm to try to lease chips inside data centers directly to developers, rather... Private-equity firm Brookfield is starting its own cloud business, going up against tech giants...

Art by Clark Miller.

The Top AI Themes of 2025 and What We’re Watching For Next Year

By Stephanie Palazzolo · Dec 30, 2025 7:00am PST · 1 comment

Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus represents a big win for Manus’ backers, including Benchmark, ZhenFund and HongShan, who last invested in Manus in an April funding round that valued it at $500 million. Meta is paying more than $2 billion, my colleague Juro Osawa has reported (as have other... Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus...

Groq CEO Jonathan Ross. Getty Images.

Why Groq’s IP Matters to Nvidia; AI Experts’ Favorite Books of the Year

By Rocket Drew, Stephanie Palazzolo and Miles Kruppa · Dec 29, 2025 7:00am PST · 1 comment

Before we get to today’s column, we need to explain something about last week’s big news: Nvidia’s agreement to pay an astounding $20 billion to license technology from AI chip startup Groq and hire its leaders. The reasons for Nvidia’s interest in Groq are getting a little clearer. Groq’s chips have the potential to help AI developers when... Before we get to today’s column, we need to explain something about last week’s big news: Nvidia’...

SES AI CEO Qichao Hu. Photo: Courtesy SES AI.

The Electric: Rebranded as Defense Manufacturers, Next-Gen Battery Startups Are Finally Earning Revenue

By Steve LeVine · Dec 29, 2025 4:30am PST

SES AI CEO Qichao Hu. Photo: Courtesy SES AI.

The Electric: Rebranded as Defense Manufacturers, Next-Gen Battery Startups Are Finally Earning Revenue

By Steve LeVine · Dec 29, 2025 4:30am PST

Drones, AI data centers and the power grid are almost all anyone in the battery industry can talk about. Drones, AI data centers and the power grid are almost all anyone in the battery industry can talk...