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Ai Model Providers

The Information’s in-depth reporting about Ai Model Providers.
Follow this topic to get the latest updates from The Information reporters and subscribers.
Recent Articles Most Popular Articles
Recent Articles about Ai Model Providers
Anthropic CEO Dario Amodei and Palantir CEO Alex Karp. Photos via AP and Getty.
Exclusive

Anthropic-Palantir Partnership at Risk After Pentagon Decision

By Aaron Holmes, Sri Muppidi, Rocket Drew and Julia Hornstein · Mar 3, 2026 12:32pm PST · 1 comment
For over a year, Anthropic has served the U.S. government through Palantir Technologies, an enterprise software firm known for working with the Pentagon and other federal agencies. Palantir’s customers have used Anthropic models to help them identify patterns across large volumes of classified data so they can make decisions. But the Defense... For over a year, Anthropic has served the U.S. government through Palantir Technologies, an...
Photo by Craig Warga and Jamie Watts
Partner Content

The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

By The Information Partnerships · Oct 15, 2025 2:00pm PDT
Analysts worried about an artificial intelligence bubble often point to the staggering costs of computing power needed to power the latest models. Even the most powerful graphics processing units—like Nvidia’s 300GB Blackwell Ultra—can’t keep up with inference demands for models like Meta Llama, which can process nearly 500GB for every instance... Analysts worried about an artificial intelligence bubble often point to the staggering costs of...
Sierra's Bret Taylor, The Information's Jessica Lessin and Harvey's Winston Weinberg.
The Briefing

Why AI Model Makers Might Develop Like Cable and Cellular Companies

By Martin Peers · Aug 20, 2025 5:00pm PDT
Could the artificial intelligence business develop like cable TV or cellular, where the real money is made by apps running on top of internet pipes, rather than by the telecom firms that spent billions building those pipes? That would be a big deal for AI. It implies that AI agent developers will end up more profitable than AI model makers, like... Could the artificial intelligence business develop like cable TV or cellular, where the real...
Most Popular Articles on Ai Model Providers
Anthropic CEO Dario Amodei. Getty Images.
Exclusive

Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe

By Stephanie Palazzolo · Sep 4, 2026 8:30am PDT · 1 comment
Anthropic is looking to build more billing, fraud detection and other financial infrastructure in-house and evaluating which payments-related services it can build itself rather than relying on outside providers, recent job postings show. Fast-growing Anthropic is at the center of the AI boom, where soaring usage and complex token-based pricing... Anthropic is looking to build more billing, fraud detection and other financial infrastructure...
The Hong Kong Stock Exchange. Chen Yongnuo/CNS/VCG via Getty Images.
AI Agenda

Two IPO-Bound AI Model Developers Reveal Their Losses

By Juro Osawa · Dec 24, 2025 7:00am PST
Two Chinese AI startups are vying to be the first publicly traded AI model providers in the global stock market, ahead of expected future initial public offerings from OpenAI and Anthropic. The Chinese firms’ IPO filings offer a window into the hardship facing smaller AI firms that don’t have older cash-cow businesses.Shanghai-based MiniMax... Two Chinese AI startups are vying to be the first publicly traded AI model providers in the...