AI

Artificial intelligence is most groundbreaking technology shift of recent years, with many companies now utilizing AI computer systems or software to perform tasks that typically require human intelligence. The Information’s in-depth reporting about AI, led by our AI Agenda newsletter, is consistently ahead of the curve. We led the coverage of Sam Altman’s ouster from OpenAI (and his subsequent return), and we publish regular exclusives about the leading figures in the AI race.

Recent Articles about AI

Roku founder and CEO, Anthony Wood. Brenton Ho/Variety via Getty Images.

Roku’s Timely Exit; Salesforce’s Dealmaking Is Revving Up

By Martin Peers · Jun 15, 2026 5:01pm PDT

There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest Anthropic-Trump administration standoff. SpaceX’s market performance so far has been like a rocket ship: The stock rose 20% on Monday, finishing with a market capitalization of $2.5 trillion. And back on Earth, we got some notable acquisitions on... There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest...

Jim Keller, CEO of Tenstorrent. Photographer by Zak Bennett/ Getty Images

Qualcomm in Talks to Buy Tenstorrent to Expand AI Chip Capabilities

By Stephanie Palazzolo and Valida Pau · Jun 15, 2026 1:39pm PDT · 1 comment

Qualcomm has been in talks to buy Tenstorrent, a startup that designs chips for AI, according to a person with direct knowledge of the deal. The two companies have discussed a price between at least $8 billion and $10 billion, the person said, which would be a significant premium to Tenstorrent’s last valuation. It’s not clear if the price would... Qualcomm has been in talks to buy Tenstorrent, a startup that designs chips for AI, according to...

A BYD car carrier offloads vehicles in Melbourne, Australia. Photo: Asanka Ratnayake/Getty

Chinese EV Makers Are Profiting From the Iran War

By Steve LeVine · Jun 15, 2026 9:01am PDT

Australians have a reputation for favoring big, tough-guy combustion pickups and SUVs. Not recently, though. In May, for the first time, Australia’s top-selling car was an electric vehicle—the Tesla Model Y, whose sales grew 57% year on year, soaring past ordinarily favored combustion vehicles. Australians have a reputation for favoring big, tough-guy combustion pickups and SUVs. Not...

Nvidia CEO Jensen Huang. Photo by Josh Edelson/AFP via Getty Images.

Nvidia’s Share of AI Inference Chip Market Appears to Be Rising

By Phoebe Liu · Jun 15, 2026 8:31am PDT

Nvidia CEO Jensen Huang. Photo by Josh Edelson/AFP via Getty Images.

AI Infrastructure

Nvidia’s Share of AI Inference Chip Market Appears to Be Rising

By Phoebe Liu · Jun 15, 2026 8:31am PDT

As AI developers and cloud providers have launched server chips to lessen their dependence on Nvidia’s, some analysts and executives at these firms expected the chips to eat into Nvidia’s market share.That doesn’t seem to be happening.Nvidia has actually increased its share of the market for chips that power existing AI models, known as... As AI developers and cloud providers have launched server chips to lessen their dependence on...

Screenshot via YouTube

AI’s Cost Problem Becomes Front and Center, At Least in Asia

By Qianer Liu · Jun 15, 2026 7:01am PDT

Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration officials in D.C. this week to try to resolve a dispute that blew up on Friday night. The administration said that it would need to cut off access to its most advanced Claude Fable 5 and Claude Mythos 5 models to foreign nationals, which led to the... Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration...

Hock Tan, president and CEO of Broadcom. David Paul Morris/Bloomberg/Getty Images.

Inside Broadcom’s Bold Move to Boost Demand for Its Chips

By Dakin Campbell and Valida Pau · Jun 15, 2026 6:00am PDT · 3 comments

When Broadcom last week announced a funding venture with Apollo and Blackstone to pay for a gigawatt of computing capacity to be used by Anthropic, it looked like the latest in a series of AI computing deals funded by private equity. Behind the scenes, however, the deal represents a risky move by Broadcom to boost demand for its chips. While the... When Broadcom last week announced a funding venture with Apollo and Blackstone to pay for a...

Anthropic CEO Dario Amodei. Ruhani Kaur/Bloomberg via Getty Images.

Anthropic’s Contradiction; The Risks of Buying SpaceX Stock Now

By Martin Peers · Jun 14, 2026 3:01pm PDT

What a weekend! Set time aside this coming Thursday for the New York City ticker tape parade celebrating the victorious Knicks. The joy flowing from that game Saturday night tops even the plaudits flowing from SpaceX’s successful IPO (read down for more on that subject.) Still, SpaceX was quickly supplanted in the business limelight ... What a weekend! Set time aside this coming Thursday for the New York City ticker tape parade ...

OpenAI, Anthropic Employees Have Already Cashed Out About $14 Billion

By Julia Hornstein · Jun 14, 2026 8:00am PDT · 2 comments

Sunday Insights

OpenAI, Anthropic Employees Have Already Cashed Out About $14 Billion

By Julia Hornstein · Jun 14, 2026 8:00am PDT · 2 comments

Anthropic and OpenAI have some pressing reasons to go public. But they have already relieved some of the pressure that typically pushes companies toward initial public offerings: employees anxious to cash out their equity. The two AI model companies have allowed early employees and investors to sell a combined $14 billion in shares over the last... Anthropic and OpenAI have some pressing reasons to go public. But they have already relieved some...

Anthropic CEO Dario Amodei, left, and Amazon CEO Andy Jassy. Photos via Getty; AP

Amazon’s Jassy Raised Concerns About Anthropic Model Before Trump Crackdown

By Leo Schwartz, Stephanie Palazzolo, Catherine Perloff and Cory Weinberg · Jun 13, 2026 9:11am PDT · 7 comments

Amazon CEO Andy Jassy was among the tech leaders who raised concerns to senior Trump administration officials this week about security risks in Anthropic’s most advanced models, according to two people familiar with the conversations. The calls between the head of Amazon—one of Anthropic’s biggest investors and vendors—and the... Amazon CEO Andy Jassy was among the tech leaders who raised concerns to senior Trump...

Art: Mike Sullivan

AI’s Blithe Spending and Crusoe’s Stargate Woes

By Abram Brown · Jun 13, 2026 8:09am PDT

Welcome, Weekenders! In this newsletter:• The Big Read: Tech readies itself for a Reta-aissance • Politics and Policy: A Silicon Valley politician’s counter move to the big tech PACs• Biotech: Longevity startups’ holy grail pursuit faces a prosaic roadblock• Plus, Recommendations—our weekly pop culture picks: “Last Resort,” “The Yahoo Boys”... Welcome, Weekenders! In this newsletter:• The Big Read: Tech readies itself for a...

Congressman Sam Liccardo. Art by Clark Miller

Politics and Policy

How One Silicon Valley Congressman is Trying Get AI Mega Money Out of Politics

By Leo Schwartz · Jun 13, 2026 7:00am PDT · 1 comment

In early April, a staffer for Sam Liccardo, a freshman congressman representing the heart of Silicon Valley, got a call from a reporter telling them he was about to receive an endorsement—from Leading the Future, the $125 million political action committee funded by Andreessen Horowitz, OpenAI President Greg Brockman and Palantir... In early April, a staffer for Sam Liccardo, a freshman congressman representing the heart of...