Ai Infrastructure

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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...
Art by Clark Miller.
Deep Research

The AI Boom’s Pricey Middle

By The Information Staff · May 28, 2026 1:08pm PDT
Baseten’s talks to raise fresh funding at an $11 billion valuation are the latest sign that investors are betting the messy work of helping developers run AI models can become one of the next big businesses in AI. That boom has lifted a group of companies including Baseten, Fireworks AI, Together AI and Modal. These startups give customers... Baseten’s talks to raise fresh funding at an $11 billion valuation are the latest sign that...
Mustafa Suleyman, CEO of Microsoft AI. Photo by David Ryder/Getty Images
AI Agenda

Microsoft to Release New Coding Model Next Week in Comeback Attempt

By Aaron Holmes · May 28, 2026 7:00am PDT
Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference for app developers in San Francisco. The question is whether it can win over these people.The company plans to unveil a coding model to boost the competitiveness of Microsoft-owned GitHub Copilot, a coding assistant whose early lead in the AI coding... Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference...
The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets
AI Infrastructure

The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

By Anissa Gardizy · May 18, 2026 10:18am PDT · 1 comment
Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial plumbing that makes it possible to lend against this costly hardware.Miami fintech startup Barkr is one of the firms building the pipes, specifically for valuing AI chips... Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and...
Employees at Xylem, a water testing and monitoring provider. Photo: Xylem.
AI Infrastructure

Water Use Isn’t a Data Center Problem, It’s an AI Problem

By Ann Davis Vaughan · May 11, 2026 8:00am PDT
Critics of the AI build-out are picking the wrong fight when they attack data centers for their water use. But they are right when they say the digital economy is getting thirstier and the tech industry should answer for it.The whole AI supply chain is water intensive, and reducing use in one place can increase it elsewhere. New research shows... Critics of the AI build-out are picking the wrong fight when they attack data centers for their...
Marc Boroditsky of Nebius, Chuck Fisher of Lambda and Nick Robbins of CoreWeave at The Information's Financing the AI Revolution event.
AI Infrastructure

Nebius, Lambda and CoreWeave Say ‘No’ to TPUs Amid Google’s Push

By Anissa Gardizy · May 4, 2026 9:33am PDT
Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its tensor processing units for quite a while, and two developments last week helped us understand where things are actually headed.On one hand, Google said on its earnings call that it plans to sell its TPUs directly to customers for use in their own data... Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its...