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Art by Clark Miller

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT

The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...

Reducto cofounders Raunak Chowdhuri and Adit Abraham. Photo courtesy of Reducto.

The Startup Using AI to Translate Documents Into Data

By Stephanie Palazzolo · Oct 14, 2025 7:00am PDT

If you’ve ever uploaded a picture of a receipt to an expense report or read a PDF of a book online, you’ve likely used optical character recognition, a decades-old technique that converts images of typed, handwritten or printed text into text that’s editable on a computer.OCR might not sound like the sexiest market. But it’s interesting enough... If you’ve ever uploaded a picture of a receipt to an expense report or read a PDF of a book...

Together AI CEO Vipul Ved Prakash. Photo via Getty

The Race to Rent Out Nvidia Chips in the Cloud Intensifies

By Stephanie Palazzolo, Wayne Ma, Miles Kruppa and Katie Roof · Oct 14, 2025 6:00am PDT

Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar cloud providers that buy the chips, install them in data centers and rent them out to OpenAI and other AI developers. Another upstart, Together AI, is now joining the race among these neoclouds, which compete against traditional cloud providers such as... Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar...

Hock Tan, CEO of Broadcom. Getty Images

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments

Hock Tan, CEO of Broadcom. Getty Images

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments

The hardest-working people in tech right now must be the OpenAI team responsible for writing press releases. On Monday—Columbus Day or, if you prefer, Indigenous People’s Day—when much of American business and government was closed, OpenAI put out its sixth big news announcement of the past three weeks. The company unveiled another chip-supply... The hardest-working people in tech right now must be the OpenAI team responsible for writing...

OpenAI's Sam Altman, left, and SoftBank's Masayoshi Son. Images via Getty.

OpenAI Is Working With SoftBank’s Arm on AI Chip Effort

By Qianer Liu and Anissa Gardizy · Oct 13, 2025 3:16pm PDT · 3 comments

OpenAI’s development of its own artificial intelligence chip could end up benefiting SoftBank, one of its biggest shareholders, which is also helping the ChatGPT maker develop and finance its ambitious data center plan. OpenAI is talking with SoftBank’s Arm subsidiary about using an Arm-designed central processing unit with OpenAI’s AI... OpenAI’s development of its own artificial intelligence chip could end up benefiting...

Sora screenshots via TikTok

Slop Takes Over My Social Media Feed. I Don’t Hate It

By Nick Wingfield · Oct 10, 2025 3:00pm PDT · 1 comment

I’m not sure what everyone else’s social media feeds are looking like these days, but over the past 72 hours mine has become unrecognizable to me. On TikTok, I’ve been inundated with short clips of slap-boxing competitions between Fred Rogers and Kurt Cobain, Albert Einstein and Stephen Hawking, and Elvis Presley and Bob Marley. I’ve watched... I’m not sure what everyone else’s social media feeds are looking like these days, but over the...

Art by Clark Miller

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment

Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...

Venture capitalist Ben Horowitz and Vercel CEO Guillermo Rauch. Photos via Getty and YouTube

Ben Horowitz Hires His ‘Jensen’; Vercel Starts a Venture Fund

By Natasha Mascarenhas · Oct 9, 2025 2:30pm PDT

Venture capitalist Ben Horowitz and Vercel CEO Guillermo Rauch. Photos via Getty and YouTube

Ben Horowitz Hires His ‘Jensen’; Vercel Starts a Venture Fund

By Natasha Mascarenhas · Oct 9, 2025 2:30pm PDT

Andreessen Horowitz co-founder Ben Horowitz says only a small subset of AI companies, such as portfolio companies Safe Superintelligence Inc. and Thinking Machines Labs, need massive compute contracts. But many AI startups still need help getting access to bottlenecked resources, like chips to train their models.The venture firm said Thursday it... Andreessen Horowitz co-founder Ben Horowitz says only a small subset of AI companies, such as...

Art by Clark Miller

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

By The Information Staff · Oct 9, 2025 7:15am PDT

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping the AI hardware market. We turned to our Deep... The path to building the most advanced AI is being throttled by a single point of failure:...

Art by Mike Sullivan

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

By Sylvia Varnham O'Regan · Oct 9, 2025 6:00am PDT · 10 comments

Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacceptable” given Microsoft’s major contracts with the U.S. government. Microsoft hasn’t yet responded publicly to Trump’s demand. If Monaco stays at... Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa...

Cursor CEO Michael Truell. Art by Clark Miller; screenshot via YouTube

Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation

By Natasha Mascarenhas · Oct 8, 2025 6:15pm PDT · 1 comment

Anysphere, the maker of coding assistant Cursor, is considering offers to invest in the startup at around a $30 billion valuation, roughly triple its valuation in a round that closed mid-year, according to people familiar with the discussions. The offers indicates that investor excitement about the three-year-old startup has remained high... Anysphere, the maker of coding assistant Cursor, is considering offers to invest in the startup...

OpenAI DevDay 2025. Screenshot via YouTube/OpenAI

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

By Aaron Holmes · Oct 7, 2025 10:30am PDT · 1 comment

OpenAI DevDay 2025. Screenshot via YouTube/OpenAI

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

By Aaron Holmes · Oct 7, 2025 10:30am PDT · 1 comment

Over the past year, companies have been tinkering with generative artificial intelligence to create customized agents that automate complex tasks, but they’ve gotten mixed results. Now, OpenAI is pushing a new suite of tools to make the assembly of agents easier, and to peel customers away from competitors like Anthropic and Google.OpenAI on... Over the past year, companies have been tinkering with generative artificial intelligence to...

Image via Clark Miller

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg · Oct 7, 2025 8:00am PDT · 8 comments

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years. But internal documents show the... Oracle became the best-performing megacap stock of 2025 after its executives said last month that...

Art by Clark Miller; Optimus image courtesy of Tesla.

As Elon Musk Preps Tesla’s Optimus for Prime Time, Big Hurdles Remain

By Theo Wayt · Oct 7, 2025 6:00am PDT · 4 comments

When Elon Musk takes the stage at Tesla’s annual meeting next month, one of the centerpieces of his plan to impress shareholders will be a dancing troupe of Optimus bots, the humanoid machines that he says will eventually eclipse Tesla’s electric vehicle business, which is suffering from flagging sales growth. Behind the scenes, however, the... When Elon Musk takes the stage at Tesla’s annual meeting next month, one of the centerpieces of...

Sam Altman at OpenAI DevDay 2025. Photo via YouTube/OpenAI

OpenAI’s ‘Everything Everywhere All at Once’ Strategy

By Martin Peers · Oct 6, 2025 5:00pm PDT · 3 comments

Sam Altman’s “Everything Everywhere All at Once” strategy for OpenAI was on full display on Monday. Early in the day, the ChatGPT creator revealed that it will work with Advanced Micro Devices to use that company’s artificial intelligence chips, the latest example of OpenAI’s wide-ranging efforts to assure itself of more computing capacity. The... Sam Altman’s “Everything Everywhere All at Once” strategy for OpenAI was on full display on...

Jeff Bezos today at Italian Tech Week 2025. Photo via Getty

Bezos Calls the AI Bubble

By Martin Peers · Oct 3, 2025 3:09pm PDT · 4 comments

Jeff Bezos today at Italian Tech Week 2025. Photo via Getty

Bezos Calls the AI Bubble

By Martin Peers · Oct 3, 2025 3:09pm PDT · 4 comments

Jeff Bezos made news today, putting his imprimatur on the idea that we’re in an AI bubble, although I think the fact that he’s now sporting a light beard was just as interesting. But that’s just me. Bezos’ declaration—at an Italian tech conference—shows that the idea of a bubble is no longer much of a debate. In fact, it’s pretty much... Jeff Bezos made news today, putting his imprimatur on the idea that we’re in an AI bubble,...

Satya Nadella. Photo via Getty

Microsoft Hopes Anthropic Will Solve Its Copilot Problems

By Aaron Holmes · Sep 30, 2025 10:30am PDT

After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “vibe working” happen.Microsoft on Monday unveiled Office Agent, which lets people create complex PowerPoint presentations and Excel spreadsheets based on simple written prompts in the Copilot chatbot. After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “...

OpenAI CEO Sam Altman. Photo via Getty

OpenAI Goes Shopping

By Martin Peers · Sep 29, 2025 5:00pm PDT · 2 comments

You might think the $55 billion buyout of Electronic Arts would be today’s biggest business event. But that’s yesterday’s news—word of the deal broke on Friday. (For more on that, see below). Today’s biggest news, in reality, is OpenAI’s launch of its shopping feature, which puts the ChatGPT creator in competition with everyone from Amazon to... You might think the $55 billion buyout of Electronic Arts would be today’s biggest business...

Art by Mike Sullivan.

Product-List Startup Gets a ChatGPT Bump; Huang’s $1 Trillion Claim

By Ann Gehan · Sep 29, 2025 7:15am PDT

Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab, the mysterious $10 billion startup, is a fascinating look at Murati’s background and explains why she’s got such a following among AI researchers and, as a result, investors. It’s definitely worth a read.On to today’s column…As artificial... Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab,...

Art by Clark Miller

Working at AI Speed Without Going Crazy

By Jessica E. Lessin · Sep 27, 2025 7:00am PDT

Art by Clark Miller

Working at AI Speed Without Going Crazy

By Jessica E. Lessin · Sep 27, 2025 7:00am PDT

Welcome, Weekenders! In this newsletter:Welcome, Weekenders! In this newsletter:• The Big Read: Mira Murati’s enigma machine • Artificial Intelligence: Nvidia’s AI stimulus plan• Plus, our Recommendations: “Desk Set,” “Mission Accomplished” and “It’s Only Drowning”When you’ve worked in an industry for a while, you learn its rhythm. For... Welcome, Weekenders! In this newsletter:Welcome, Weekenders! In this newsletter:• The Big Read: ...