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Artificial Intelligence

How Jensen Huang is Using Nvidia Cash to Rule the AI Economy

By Anissa Gardizy, Nick Wingfield, Wayne Ma and Qianer Liu · Sep 27, 2025 6:00am PDT · 8 comments
Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused Nvidia graphics processing units that cloud provider CoreWeave doesn’t sell to other customers over the next seven years, a deal potentially... Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has...
Vice President J.D. Vance, left, and President Donald Trump. Photo via Getty
The Briefing

TikTok’s Fire Sale

By Martin Peers · Sep 25, 2025 5:00pm PDT
Talk about a fire-sale price. That’s the only way to describe the $14 billion valuation we learned today is being put on TikTok U.S. in the Trump administration–orchestrated sale of the app. Given what we’ve reported about TikTok parent ByteDance’s revenues, and our guesstimate about how much came from TikTok, the valuation may be less than one... Talk about a fire-sale price. That’s the only way to describe the $14 billion valuation we...
Photos courtesy of the subjects

The Investment Bankers Winning at the AI Deal Game

By Valida Pau · Sep 25, 2025 6:00am PDT
There’s nothing like an earth-changing new technology to get the tech industry’s dealmaking juices flowing. That’s been good news and bad news for bankers, who have pocketed fees but have been boxed out of some of the biggest deals. We’ve pulled together a list of the bankers who have led the way on artificial intelligence dealmaking. The... There’s nothing like an earth-changing new technology to get the tech industry’s dealmaking...
Art by Clark Miller
Why It Pays to Hack OpenAI and Anthropic Models
By Aaron Holmes · Sep 24, 2025 9:15am PDT
Art by Clark Miller
Special Report Series

Why It Pays to Hack OpenAI and Anthropic Models

By Aaron Holmes · Sep 24, 2025 9:15am PDT
When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov, where robots gain sentience and trick humans into relinquishing control of society. Today he spends his time prodding artificial intelligence to do just that. Lahav is CEO of Irregular, a two-year-old startup that specializes in testing AI models’... When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov,...
Jensen Huang, left, and Sam Altman. Photos via Getty
The Briefing

Nvidia Pays OpenAI to Buy Its Chips

By Martin Peers · Sep 22, 2025 5:00pm PDT · 2 comments
OpenAI loves to make grand announcements. Earlier this year we had the hoopla about its Stargate data center venture, worth up to $500 billion. Today the ChatGPT creator announced a letter of intent to form a strategic partnership with Nvidia to “build and deploy” artificial intelligence data centers holding “millions” of Nvidia’s AI chips. To... OpenAI loves to make grand announcements. Earlier this year we had the hoopla about its Stargate...
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People lined up on Friday for the release of Apple's new iPhone 17 in New York. Photo via Getty
The Briefing

Why the Phone is the Best AI Device

By Martin Peers · Sep 19, 2025 3:00pm PDT · 1 comment
It’s hard to believe, but 18 years after the iPhone first hit store shelves, people still line up outside Apple stores whenever a new model first becomes available. We saw that again on Friday, when the iPhone 17 series went on sale. As we reported earlier, preorders for the entry-level iPhone 17—the cheap one—were strong enough to prompt Apple... It’s hard to believe, but 18 years after the iPhone first hit store shelves, people still line up...
Photo via Getty
The Briefing

StubHub’s IPO Miss

By Martin Peers · Sep 17, 2025 5:00pm PDT · 1 comment
Note to private tech CEOs: The IPO market may look like it’s rocking but looks can be deceiving. If your company isn’t growing fast, and/or has a lot of debt, and doesn’t have either a crypto or AI angle, don’t expect a crush of demand. Check out StubHub, which fails on all the counts I just mentioned. Its stock tanked on its opening day as a... Note to private tech CEOs: The IPO market may look like it’s rocking but looks can be deceiving....
Marc Benioff, left, and Satya Nadella. Photos via Getty
Salesforce, Microsoft Find Selling AI to Enterprises Is Easier Said Than Done
By Aaron Holmes and Kevin McLaughlin · Sep 16, 2025 10:30am PDT · 1 comment
Marc Benioff, left, and Satya Nadella. Photos via Getty
Applied AI

Salesforce, Microsoft Find Selling AI to Enterprises Is Easier Said Than Done

By Aaron Holmes and Kevin McLaughlin · Sep 16, 2025 10:30am PDT · 1 comment
As new artificial intelligence flooded the software market over the past few years, CEOs of incumbents such as Salesforce and Microsoft said they were in pole position to capitalize on the wave.They already have relationships with the largest companies in the world, which rely on their apps as systems of record, meaning they use them to hold... As new artificial intelligence flooded the software market over the past few years, CEOs of...
Art by Clark Miller; photos from Getty Images.
Artificial Intelligence

Microsoft Hopes Hastened AI Rollout, Price Discounts Can Fuel Office 365 Growth

By Aaron Holmes · Sep 15, 2025 10:04am PDT · 2 comments
On paper, Informatica, a Redwood City-based cloud software firm with 5,000 white collar employees, is exactly the type of company that should be gung-ho to pay up and buy Microsoft 365 Copilot, the version of the company’s flagship Office software that comes with artificial intelligence features. And more than a year ago, Informatica did test... On paper, Informatica, a Redwood City-based cloud software firm with 5,000 white collar...
Salesforce CEO Marc Benioff via Getty. Art via Clark Miller
Exclusive

Marc Benioff Said AI Was Easy. A ‘Crazy’ Team at Salesforce Proved Him Wrong

By Kevin McLaughlin · Sep 15, 2025 6:00am PDT · 2 comments
Salesforce CEO Marc Benioff was upset. Last fall, one of his technical teams told large Salesforce customers that using Agentforce, the software firm’s new artificial intelligence for automating customer service and other functions, would require extensive planning. The product information the Salesforce team shared with those customers... Salesforce CEO Marc Benioff was upset. Last fall, one of his technical teams told large...
Satya Nadella, left, and Sam Atman. Photos by Getty
The Briefing

Why Microsoft and OpenAI Announced a Tentative Deal

By Amir Efrati · Sep 12, 2025 3:00pm PDT
As we wrap up what has been a busy week in artificial intelligence-cloud land—one dominated by Oracle—we want to circle back to the striking announcement on Thursday night from Microsoft and OpenAI. Anytime two companies, worth at least $4.5 trillion combined, issue a three-sentence press release with no concrete information about a highly... As we wrap up what has been a busy week in artificial intelligence-cloud land—one dominated by...
Nvidia CEO Jensen Huang via Getty
Nvidia Steps Back From Cloud Effort to Compete with AWS
By Anissa Gardizy · Sep 12, 2025 6:00am PDT
Nvidia CEO Jensen Huang via Getty
Exclusive

Nvidia Steps Back From Cloud Effort to Compete with AWS

By Anissa Gardizy · Sep 12, 2025 6:00am PDT
Nvidia is stepping back from its nascent cloud computing business, which had put it in quasi-competition with Amazon Web Services. It has lessened its efforts to attract businesses to the cloud service, dubbed DGX Cloud, said a person with direct knowledge of the situation. Instead, Nvidia plans to primarily use the service, which consists of... Nvidia is stepping back from its nascent cloud computing business, which had put it in...
True Value

OpenAI’s $350 Billion Computing Cost Problem

By Amir Efrati and Sri Muppidi · Sep 11, 2025 9:12am PDT · 9 comments
The most popular consumer internet services usually figure out how to make money even after a decade or more of losses. Amazon, Uber, Netflix and Snap all started generating cash by raising prices or leveraging their large audiences to sell ads or other services. OpenAI’s growing audience would seem to put it in a similar position. Its... The most popular consumer internet services usually figure out how to make money even after a...
Photo via Getty
The Briefing

Oracle Frenzy Spreads

By Ken Brown · Sep 10, 2025 5:00pm PDT · 1 comment
Years from now, today may be remembered as the moment of peak euphoria for artificial intelligence. Not only did Oracle’s stock jump 36%—thanks to the company’s stunningly optimistic forecast for AI-related cloud revenue growth—but the enthusiasm spread to a range of companies that may not get the same boost from AI.I’ll be quick with the... Years from now, today may be remembered as the moment of peak euphoria for artificial...
Art by Clark Miller.
Opinion

Are AI Valuations Bonkers?

By Vinod Khosla · Sep 10, 2025 10:00am PDT · 6 comments
To many investors, valuations in AI land are bonkers—yet others justify them. This isn’t your usual bubble mania. Most valuations are bonkers, yet some valuations, even some apparently high valuations are not bonkers. The lower valuations will not be the ones that will be good investments! My message: don’t indiscriminately pay up, but... To many investors, valuations in AI land are bonkers—yet others justify them. This isn’t...
Art by Mike Sullivan
Amazon is Developing AR Glasses in Challenge to Meta
By Wayne Ma and Juro Osawa · Sep 10, 2025 6:00am PDT
Art by Mike Sullivan
Exclusive

Amazon is Developing AR Glasses in Challenge to Meta

By Wayne Ma and Juro Osawa · Sep 10, 2025 6:00am PDT
Amazon is developing a pair of augmented-reality glasses for consumers, say two people with knowledge of the plans. In doing so, Amazon is jumping into a still-unproven market in competition with Meta Platforms, which is expected to unveil a new version of its AR glasses at its Connect conference next week, according to people who have worked on... Amazon is developing a pair of augmented-reality glasses for consumers, say two people with...
Larry Ellison. Photo via Getty
The Briefing

Oracle’s Blockbuster Projections; Apple’s New iPhones

By Martin Peers · Sep 9, 2025 5:00pm PDT
The biggest news today wasn’t Apple’s new line of iPhones—that was about as much of a secret as the time of tomorrow’s sunrise (for more details of the Apple presentation, see below)—but Oracle’s blockbuster revenue projections. The software-and-cloud firm is enjoying what you might call its Nvidia moment. It is finally showing the benefits of... The biggest news today wasn’t Apple’s new line of iPhones—that was about as much of a secret as...
Microsoft CEO Satya Nadella, left, and Anthropic CEO Dario Amodei. Photos via Getty
Exclusive

Microsoft to Buy AI From Anthropic in Partial Shift From OpenAI

By Aaron Holmes · Sep 9, 2025 11:18am PDT · 1 comment
Microsoft is taking its biggest step to lessen reliance on OpenAI’s artificial intelligence by embracing the startup’s bitter rival Anthropic to power its most important software business. Microsoft will pay to use Anthropic’s technology for some AI features in Office 365 apps, according to two people involved in the effort. The move will... Microsoft is taking its biggest step to lessen reliance on OpenAI’s artificial...
Oracle CEO Safra Catz. Photo via Getty
The Briefing

Oracle Is Squeezing Employees as AI Development Costs Mount

By Martin Peers · Sep 8, 2025 5:00pm PDT
Of all the tech companies to reinvent themselves through the power of artificial intelligence, Oracle may be the most surprising. The software giant of yesteryear (well, the 1980s and ‘90s), which stumbled in software’s transition to the cloud, has gotten a new lease on life as an AI cloud provider. We’ll get an update on its progress on Tuesday... Of all the tech companies to reinvent themselves through the power of artificial intelligence,...
OpenAI CEO Sam Altman, left, with Apple CEO Tim Cook at the White House. Photo via Getty
OpenAI Says Its Business Will Burn $115 Billion Through 2029
By Sri Muppidi · Sep 5, 2025 6:32pm PDT · 6 comments
OpenAI CEO Sam Altman, left, with Apple CEO Tim Cook at the White House. Photo via Getty
Exclusive

OpenAI Says Its Business Will Burn $115 Billion Through 2029

By Sri Muppidi · Sep 5, 2025 6:32pm PDT · 6 comments
OpenAI recently had both good news and bad news for shareholders. Revenue growth from ChatGPT is accelerating at a more rapid rate than the company projected half a year ago. The bad news? The computing costs to develop artificial intelligence that powers the chatbot, and other data center-related expenses, will rise even faster. As a result, ... OpenAI recently had both good news and bad news for shareholders. Revenue growth from ChatGPT is...