Ai Monetization

The Information’s in-depth reporting about Ai Monetization.
Follow this topic to get the latest updates from The Information reporters and subscribers.
Recent Articles about Ai Monetization
Google CEO Sundar Pichai and Microsoft CEO Satya Nadella. Getty Images.
The Briefing

Google Cloud Closes In on Azure, but Microsoft Wins the Day With Investors

By Nick Wingfield · Oct 28, 2026 5:06pm PDT
There was a lot to digest from Wednesday’s earnings reports from Microsoft and Google, long the No. 2 and 3 players in cloud computing, respectively. But let’s start with the most interesting takeaway: Google’s cloud unit revenues are now within spitting distance of Microsoft’s Azure cloud revenues, thanks in part to Google’s sales of its AI... There was a lot to digest from Wednesday’s earnings reports from Microsoft and Google, long the...
Photo by Getty
The Briefing

Workday’s Potential Buyout Feeds Hope Saas Sell-off Is Over

By Laura Mandaro · Aug 16, 2026 3:00pm PDT
In software land, it’s getting harder and harder to call out a singular vibe shift when the vibes keep shifting  every 24 hours.   On Thursday, when news broke that Silver Lake was in talks to acquire Workday, the human resource software company’s stock shot up 19%. Such a deal would be a big vote of confidence in a prominent... In software land, it’s getting harder and harder to call out a singular vibe shift when the vibes...
Pro subscription required icon Pro subscription required icon Anthropic's Dario and Daniela Amodei. Photo via Getty.
Pro Weekly

Pro Weekly: Megadeals Dominate AI Funding

By Akash Pasricha · Nov 29, 2024 8:30am PST
Anthropic’s sibling co-founders, Dario and Daniela Amodei, had much to celebrate over Thanksgiving dinner this year. One week ago, Amazon said it would be stuffing their company with yet another $4 billion investment. It’s the second time Amazon has done so—it announced its first Anthropic investment of that size into the company back in... Anthropic’s sibling co-founders, Dario and Daniela Amodei, had much to celebrate over...