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

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How Musk Kept Bankers Guessing in Sprint to SpaceX IPO

By Valida Pau · Jun 12, 2026 12:43pm PDT · 1 comment

High up in Goldman Sachs’ downtown Manhattan headquarters Thursday afternoon, bankers from Goldman and Morgan Stanley, together with SpaceX executives, toasted the pricing of SpaceX’s IPO over glasses of Champagne. In many ways, it was a replay of hundreds of other such celebrations. But the SpaceX IPO was anything but normal. For seven months,... High up in Goldman Sachs’ downtown Manhattan headquarters Thursday afternoon, bankers from...

Meta CTO Andrew Bosworth. Art by Shane Burke/Getty Images/Shutterstock

Tokenminimizing: Meta Moves to Curb Employee AI Usage as AI Costs Reach Billions

By Jyoti Mann · Jun 12, 2026 11:57am PDT

Meta Platforms plans to clamp down on skyrocketing AI costs inside the company by imposing limits on employees’ token usage, the company told staff in a memo on Tuesday, just weeks after it pushed them to adopt AI tools in their work. The company is building an internal platform to track employee AI usage and spending in real time, set budgets... Meta Platforms plans to clamp down on skyrocketing AI costs inside the company by imposing limits...

Asha Sharma, CEO of Xbox. Photo by David Paul Morris/ Getty Images

Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games

By Aaron Holmes · Jun 12, 2026 11:10am PDT · 1 comment

As Microsoft gets ready to overhaul its struggling Xbox gaming unit, it hasn’t ruled out spinning out or restructuring the unit as a wholly-owned subsidiary, which could make it easier to sell, or creating a joint venture with other partners, according to three people with direct knowledge of the discussions. Microsoft doesn’t have any imminent... As Microsoft gets ready to overhaul its struggling Xbox gaming unit, it hasn’t ruled out spinning...

Art: Clark Miller

Bootleg Reta is Silicon Valley’s Drug of the Summer

By Jemima McEvoy · Jun 12, 2026 9:01am PDT

Art: Clark Miller

Bootleg Reta is Silicon Valley’s Drug of the Summer

By Jemima McEvoy · Jun 12, 2026 9:01am PDT

For more than a decade, Dr. Molly Maloof has had a front-row seat to Silicon Valley’s ever-evolving health obsessions as a physician and founder of M3 Healthspan, a San Francisco–based concierge medical practice serving the tech elite. Lately, those conversations have focused on one substance perceived as a wonder drug among wonder drugs:... For more than a decade, Dr. Molly Maloof has had a front-row seat to Silicon Valley’s...

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Meta Bought Rivos to Accelerate Its AI Chip Push. It Isn’t Working.

By Jyoti Mann and Qianer Liu · Jun 12, 2026 6:00am PDT · 3 comments

Meta Platforms bought semiconductor startup Rivos last year to accelerate development of in-house chips and reduce its reliance on Nvidia as it pours cash into data centers for its AI ambitions. Now six months since the acquisition closed, Meta is struggling to make it work, beset by problems that illustrate the social media giant’s bigger... Meta Platforms bought semiconductor startup Rivos last year to accelerate development of in-house...

Microsoft's gaming chief Asha Sharma. Photo by David Paul Morris/Bloomberg/Getty Images.

Microsoft’s Gaming Glitch

By Martin Peers · Jun 11, 2026 5:00pm PDT · 1 comment

Sorry. We have no SpaceX news (if you define news as something you don’t already know). The rocket-and-cloud firm on Thursday priced its IPO at the $135 offering number announced last week, as it was widely expected to. Check back tomorrow, when shares start to trade. (Here’s a clue about the possible opening price.) Not to be a wet blanket, but... Sorry. We have no SpaceX news (if you define news as something you don’t already know). The...

Technicians work on the the Dream Chaser at Sierra Space in 2023. Photo by Helen H. Richardson/ Getty Images

Sierra Space, Axiom Plot IPOs as SpaceX Feeds Frenzy

By Katie Roof · Jun 11, 2026 4:15pm PDT

It’s finally here! SpaceX Thursday officially priced its IPO at $135 per share, valuing the company at around $1.75 trillion, capping a frenetic six month stretch that defied many of the norms of initial public offerings. If the IPO goes well, expect to see more space public offerings soon.Sierra Space, for one, has been taking steps towards an... It’s finally here! SpaceX Thursday officially priced its IPO at $135 per share, valuing the...

Photo of Dario Amodei by Getty Images; art by Mike Sullivan

Anthropic Blindsides Its Business Partners

By Stephanie Palazzolo and Amir Efrati · Jun 11, 2026 2:23pm PDT · 7 comments

Photo of Dario Amodei by Getty Images; art by Mike Sullivan

Anthropic Blindsides Its Business Partners

By Stephanie Palazzolo and Amir Efrati · Jun 11, 2026 2:23pm PDT · 7 comments

Weeks before Anthropic in April revealed Claude Design, an AI tool for creating designs and software application prototypes, it asked firms including Figma and Canva to be “partners” of the launch announcement showcasing the tool’s capabilities. These two design firms, longtime Anthropic customers, saw the launch as an opportunity to show how... Weeks before Anthropic in April revealed Claude Design, an AI tool for creating designs and...

Art by Clark Miller.

AI Race Upends Big Tech Balance Sheets

By The Information Staff · Jun 11, 2026 1:18pm PDT

For years, the biggest tech companies occupied an unusual place in corporate America. They grew quickly and still generated so much cash that they could spend aggressively, buy back huge amounts of stock and even start paying dividends. That model helped make Big Tech look almost uniquely powerful: part growth company, part cash machine. A Deep... For years, the biggest tech companies occupied an unusual place in corporate America. They grew...

Anahita Tafvizi, chief data and AI officer at Snowflake. Photo courtesy of Snowflake

Snowflake Mounts Full-Court Press to Get Employees Using AI

By Kevin McLaughlin · Jun 11, 2026 11:47am PDT · 2 comments

When Snowflake CEO Sridhar Ramaswamy and CFO Brian Robins face Wall Street analysts on quarterly earnings calls nowadays, they’re armed with material from an internally developed AI agent. The agent tells the two executives the questions they’re expecting the analysts to ask and provides suggested answers.The agent prepares that material in... When Snowflake CEO Sridhar Ramaswamy and CFO Brian Robins face Wall Street analysts on quarterly...

Art by Mike Sullivan

Anthropic Pursues First Data Center Leases, Seeks Financial Backing From Google

By Anissa Gardizy · Jun 11, 2026 9:30am PDT · 1 comment

Anthropic is moving forward with a plan to control its own servers for developing AI, giving it the ability to cut its computing costs in the long run. The maker of Claude in recent months has signed more than a dozen initial agreements, known as letters of intent, to lease data center facilities from various U.S. developers, according to... Anthropic is moving forward with a plan to control its own servers for developing AI, giving it...

60% of Readers Say Hackers Have the Edge in Cybersecurity

By Shane Burke · Jun 11, 2026 8:00am PDT

Subscriber Survey

60% of Readers Say Hackers Have the Edge in Cybersecurity

By Shane Burke · Jun 11, 2026 8:00am PDT

A majority of The Information’s readers who responded to our latest subscriber survey believe attackers, not defenders, currently hold the advantage in cybersecurity. That comes as increasingly capable AI models and agents have introduced a double-edged sword in terms of cybersecurity issues. Developers can use the models for... A majority of The Information’s readers who responded to our latest subscriber survey believe...

Art via Mike Sullivan/Getty Images

Why Microsoft and Other Anthropic Customers Held Off On Using Claude Fable

By Aaron Holmes and Catherine Perloff · Jun 11, 2026 7:25am PDT

Anthropic’s latest AI is so good at coding tasks that many firms are willing to pay top dollar to use it even as Anthropic effectively raises prices. But some customers are holding off over cybersecurity concerns.In releasing its latest model, Claude Fable, Anthropic started a new policy of holding onto any data that customers feed into the... Anthropic’s latest AI is so good at coding tasks that many firms are willing to pay top dollar to...

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Google Turns to Samsung for Future AI Chip as Capacity Tightens

By Qianer Liu · Jun 11, 2026 6:00am PDT · 1 comment

Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips, as the ongoing manufacturing capacity crunch pushes chip firms to look for suppliers beyond Taiwan Semiconductor Manufacturing Co. The U.S. tech giant is in talks with Samsung to manufacture part of a next-generation... Google is considering giving Samsung Electronics a crucial role in making a component of one of...