Ai Data

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Recent Articles about Ai Data
CoreWeave CEO Michael Intrator. Getty Images.
The Briefing

CoreWeave Co-Founders’ Stock Sales Aren’t Helping Investor Confidence

By Martin Peers · Oct 14, 2026 5:01pm PDT · 1 comment
This was not the day to be a publicly traded neocloud (as young AI data center firms are known). As the market sold off on bad inflation data—reinforcing certainty of another interest rate hike—neoclouds tanked. These companies typically are borrowing a lot to finance expansion. The worst hit in the stock sell-off was CoreWeave, whose stock fell... This was not the day to be a publicly traded neocloud (as young AI data center firms are known)....
CATL's booth at this week's International Motor Show in Hanover, Germany. Photo: Krisztian Bocsi/Bloomberg/Getty
The Electric

Amid a Battery Squeeze at Home, CATL Pursues Europe's Big Rig Market

By Steve LeVine · Sep 16, 2026 12:27pm PDT
China’s biggest battery maker, Contemporary Amperex Technology Ltd., makes four out of every 10 batteries in the world, powering smartphones, electric vehicles, AI data centers and drones nearly everywhere. Now it’s seeking to tighten that hold further with a push to power many of the world’s long-haul trucks, which are quickly going electric. China’s biggest battery maker, Contemporary Amperex Technology Ltd., makes four out of every 10...
Art by Clark Miller; Getty Images.

Nvidia Close to Deal to Guarantee About $100 Billion in Credit for OpenAI

By Phoebe Liu, Valida Pau and Ann Davis Vaughan · Aug 14, 2026 5:01pm PDT · 1 comment
Nvidia is close to an agreement to provide around $100 billion in credit support for OpenAI to lease a proposed AI data center campus in Ohio that is among the largest projects of its kind, according to four people with knowledge of the talks. The support would help with financing for the first phase of the project buildout, which will last... Nvidia is close to an agreement to provide around $100 billion in credit support for OpenAI to...
Sila Nanotechnologies' plant in Moses Lake, Washington. Photo: Courtesy Sila.
Trump Puts Pentagon Loan Behind Next-Generation Batteries to Leapfrog China
By Steve LeVine · Aug 10, 2026 9:03am PDT
Sila Nanotechnologies' plant in Moses Lake, Washington. Photo: Courtesy Sila.
The Electric

Trump Puts Pentagon Loan Behind Next-Generation Batteries to Leapfrog China

By Steve LeVine · Aug 10, 2026 9:03am PDT
Chinese companies dominate the world’s supply of the “good enough” batteries used to power AI data centers, electricity grids and electric vehicles. Now the Trump administration, wary of growing Chinese export controls on these batteries and some of the key materials that go into them, is pouring funds into efforts to cut U.S. dependence on... Chinese companies dominate the world’s supply of the “good enough” batteries used to power AI...
Attendees to CATL Tech Day in Beijing in April. Photo: Qilai Shen/Bloomberg/Getty
The Electric

The Electric: The Pentagon Advocates Long-Shot Batteries to Leapfrog China

By Steve LeVine · May 25, 2026 9:01am PDT · 1 comment
The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles, AI data centers, weaponry and almost everything else, is bolstering U.S. efforts to leapfrog well ahead of Chinese battery technology. The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles,...
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Art by Mike Sullivan

Meet 16 Data Center Executives Leading the AI Buildout

By Anissa Gardizy · Feb 18, 2026 6:00am PST
The battle for AI talent is no longer just about landing the best AI researcher. People with experience developing giant AI data centers suddenly are among the most sought-after professionals in tech right now. While an array of big tech firms and other developers is committing billions to data centers for AI, few people have designed and built... The battle for AI talent is no longer just about landing the best AI researcher. People with...
Art via Getty
AI Agenda

VCs Bet on AI Chips That Use Light Instead of Electronics

By Rocket Drew · Aug 25, 2025 7:00am PDT
When Nvidia CEO Jensen Huang in March said his company would release hardware that lets an AI data center chip send information directly over optical cables instead of needing to convert to optical from electrical signals, it was a shot in the arm for optics developers that have long wanted a bigger role in data centers.Using light to send... When Nvidia CEO Jensen Huang in March said his company would release hardware that lets an AI...
Mercor co-founders Adarsh Hiremath, Brendan Foody, and Surya Midha. Photo courtesy of ULY
The Valuation Puzzle of Post-Training AI Startups
By Stephanie Palazzolo · Apr 2, 2025 7:00am PDT
Mercor co-founders Adarsh Hiremath, Brendan Foody, and Surya Midha. Photo courtesy of ULY
AI Agenda

The Valuation Puzzle of Post-Training AI Startups

By Stephanie Palazzolo · Apr 2, 2025 7:00am PDT
We’re starting to see more generative artificial intelligence-related startups announce they’ve crossed $100 million in annualized revenue. According to our Generative AI Database, at least 15 such startups have reached that threshold.The latest is Mercor, which helps OpenAI and other AI developers find contractors to help train new models.... We’re starting to see more generative artificial intelligence-related startups announce they’ve...
Nvidia CEO Jensen Huang. Photo via Getty
The Briefing

AI’s Circular Money Flows

By Martin Peers · Mar 12, 2025 5:00pm PDT · 2 comments
If you want a sense of the risks that lurk in the great AI-data center investment boom now underway, check out our scoop today about Nvidia’s relationship with CoreWeave, the upstart cloud computing firm planning to go public in a couple of weeks. The story reveals that Nvidia, beyond both investing in CoreWeave and selling chips to it, also... If you want a sense of the risks that lurk in the great AI-data center investment boom now...
Pro subscription required icon Pro subscription required icon Pro Weekly: Megadeals Lead Fourth-Quarter AI Funding Surge
Pro Weekly

Pro Weekly: Megadeals Lead Fourth-Quarter AI Funding Surge

By Akash Pasricha · Feb 14, 2025 8:00am PST · 1 comment
As public companies report their fourth-quarter financial results, we’ve been running the numbers on fourth-quarter venture funding for startups in our Generative AI Database. Two headlines emerged: It was the biggest quarter yet, and venture capitalists are bullish on artificial intelligence agents.Investors poured nearly $20.9 billion into AI... As public companies report their fourth-quarter financial results, we’ve been running the numbers...
Pro subscription required icon Pro subscription required icon Photo via Getty Images
Pro Weekly

Pro Weekly: More VC Firms That Bet Big on Generative AI

By Scott Thurm · Jul 5, 2024 8:00am PDT
Earlier this week, my colleagues Julia and Abubakar dove deep into our Generative AI Database to reveal the venture capital firms that have bet the most on the technology and therefore have the most to gain—or lose.The totals are impressive: Six firms have each led or co-led investments that pumped more than $1 billion into startups working on... Earlier this week, my colleagues Julia and Abubakar dove deep into our Generative AI Database to...
Arthur Mensch, founder and CEO of Mistral AI. Photo by Nathan Laine/Bloomberg via Getty Images
Pro Weekly: Europe Joins the AI Race
By Abubakar Idris · Jan 26, 2024 8:00am PST
Pro subscription required icon Arthur Mensch, founder and CEO of Mistral AI. Photo by Nathan Laine/Bloomberg via Getty Images
Pro Weekly

Pro Weekly: Europe Joins the AI Race

By Abubakar Idris · Jan 26, 2024 8:00am PST
Earlier this week, I reported one finding from combing through details of the 123 companies in our Generative AI Database: Only four of the 96 U.S.-based startups—including two of the best known, OpenAI and Anthropic—are structured as nonprofits or for-profit benefit corporations.My dive through the database also revealed other insights,... Earlier this week, I reported one finding from combing through details of the 123 companies in...
Pro subscription required icon Pro subscription required icon Photo via Shutterstock
Pro Weekly

Pro Weekly: The OpenAI Drama Spurs Soul-Searching at AI Startups

By Akash Pasricha · Dec 1, 2023 8:00am PST
Last week’s drama at OpenAI is still fresh on the minds of founders leading artificial intelligence startups in our Generative AI database. Several of them told me this week the saga has spurred reflections about their own boards, discussions with directors and new priorities around AI safety.Sasha Orloff said that Puzzle, the AI accounting... Last week’s drama at OpenAI is still fresh on the minds of founders leading artificial...
Pro subscription required icon Pro subscription required icon The San Francisco Bay Area is home to more than half the companies in The Information's Generative AI Database.
Pro Weekly

Pro Weekly: Generative AI Spurs Cloud Demand—and Competition

By Kalley Huang · Jun 2, 2023 8:00am PDT
Welcome back!To help readers track the frenzy around generative artificial intelligence, we launched The Information's Generative AI Database, listing 39 startups that make AI models or build services on top of them. Together, those companies have raised more than $15 billion from more than 50 investors.OpenAI, whose ChatGPT fueled the... Welcome back!To help readers track the frenzy around generative artificial intelligence, we...