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In-depth insights in seconds. Ask Deep Research.

Anthropic

The Information's in-depth reporting about Anthropic.
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Recent Articles about Anthropic
Elon Musk, left, and Sam Altman. Photos by Getty Images.
AI Agenda

What OpenAI Could Owe Elon Musk; An xAI Hiring Spree

By Rocket Drew · Mar 16, 2026 7:15am PDT
Yvonne Gonzalez Rogers, the judge hearing Elon Musk’s lawsuit against OpenAI, has shown herself in other high profile tech cases—such as Epic Games’ lawsuit against Apple—to be unafraid to skewer arguments or testimony from witnesses in her courtroom.That was clear on Friday, in a hearing in the OpenAI case to determine whether an economist Musk... Yvonne Gonzalez Rogers, the judge hearing Elon Musk’s lawsuit against OpenAI, has shown herself...
OpenAI's Sachin Katti presenting at Mobile World Congress 2025 in Barcelona. Photo courtesy of Intel.
Org Charts

OpenAI Names New Infrastructure Leaders Following Stargate Strategy Shift

By Anissa Gardizy · Mar 16, 2026 6:00am PDT
OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to rent more AI servers from major cloud providers rather than build its own data centers, according to two people familiar with the changes. As part of its reorganization, OpenAI has divided its computing effort into three groups: technical design of... OpenAI has appointed new leaders to oversee its Stargate computing initiative after deciding to...
Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

What to Expect From GTC: Nvidia’s Groq Chip

By Qianer Liu and Anissa Gardizy · Mar 15, 2026 3:00pm PDT
It’s party time in San Jose, Calif.! Nvidia on Monday kicks off its annual GTC developer conference in the city, the biggest event on the chip giant’s calendar—which, given the number of public events featuring its CEO, Jensen Huang, is saying something. Huang is scheduled to deliver his keynote tomorrow morning, and it is sure to be a... It’s party time in San Jose, Calif.! Nvidia on Monday kicks off its annual GTC developer...
Figma and HubSpot CEOs Say They Aren’t Fazed by Risks From AI Agents. Their Disclosures Say Otherwise
By Laura Bratton · Mar 15, 2026 8:00am PDT · 7 comments
Sunday Insights

Figma and HubSpot CEOs Say They Aren’t Fazed by Risks From AI Agents. Their Disclosures Say Otherwise

By Laura Bratton · Mar 15, 2026 8:00am PDT · 7 comments
Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from AI that could crimp their growth, a concern that has pressured their stocks for months. But the securities filings those leaders sign every quarter are beginning to note the competitive risks the companies face from AI agents, which their customers... Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from...
Getty Images
Exclusive

Ex-Anthropic Researchers Are Raising Capital For New Startup at $1 Billion Valuation

By Julia Hornstein, Anissa Gardizy and Sri Muppidi · Mar 13, 2026 12:54pm PDT · 1 comment
Former Anthropic researchers are in talks to raise $175 million at a $1 billion valuation for a new startup that aims to conduct AI-driven research and development for scientific fields such as biology and materials science, according to people who have spoken to them. Andreesseen Horowitz and Kleiner Perkins are in talks to co-lead the round,... Former Anthropic researchers are in talks to raise $175 million at a $1 billion valuation for a...
Rajeeb Hazra, CEO, Quantinuum. Photo via Getty
Exclusive

The Startups Inching Toward an IPO in a Volatile Market

By Valida Pau · Mar 13, 2026 6:00am PDT · 1 comment
Startups hoping to go public this year will need plenty of grit to get their shares listed. A rout in software stocks over fears AI will make their businesses irrelevant had already poured cold water on many startups’ initial public offering plans. Then the Middle East war made companies even more nervous about testing a volatile stock market.... Startups hoping to go public this year will need plenty of grit to get their shares listed. A...
Nscale CEO Josh Payne. Screenshot via YouTube/Nscale.
Exclusive

Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO

By Anissa Gardizy · Mar 12, 2026 4:35pm PDT
Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and Microsoft, is in talks to take control of one of the largest available sites for AI data centers in the U.S., according to people with knowledge of the talks and fundraising documents viewed by The Information. A deal to buy the site, located in West... Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and...
Andrew Milich (left) and Jason Ginsberg (right). Screenshots via YouTube/Linkedin.
XAI Hires Two Senior Leaders From Cursor to Catch Up on Coding
By Erin Woo and Theo Wayt · Mar 12, 2026 12:31pm PDT · 3 comments
Andrew Milich (left) and Jason Ginsberg (right). Screenshots via YouTube/Linkedin.
Exclusive

XAI Hires Two Senior Leaders From Cursor to Catch Up on Coding

By Erin Woo and Theo Wayt · Mar 12, 2026 12:31pm PDT · 3 comments
Elon Musk’s xAI is hiring two senior Cursor leaders as part of an effort to catch up with AI rivals in coding, according to a person with direct knowledge of the move. The pair, Andrew Milich and Jason Ginsberg, will both report to Musk, the person said. The move follows a string of high-level departures at xAI, including the majority of its... Elon Musk’s xAI is hiring two senior Cursor leaders as part of an effort to catch up with AI...
A man wears a lobster hat that represents OpenClaw at Baidu's headquarters in Beijing. Photo by Adek Berry/ Getty Images)
AI Agenda

Nvidia, Startups Race to Make OpenClaw Safer to Use

By Stephanie Palazzolo · Mar 12, 2026 7:00am PDT
Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using personal computers, has been tempered by a number of embarrassing security snafus, such as when OpenClaw started mass-deleting emails from Meta alignment director Summer Yue’s inbox.In China, where developers are arguably even more enthusiastic about... Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using...
Blackstone CEO Steve Schwarzman. Photo by Stefani Reynolds/Getty Images
Exclusive

Anthropic in Talks With Blackstone, Other PE Firms to Form AI Consulting Venture

By Anissa Gardizy, Valida Pau and Stephanie Palazzolo · Mar 11, 2026 7:05pm PDT · 1 comment
Anthropic is in talks with a consortium of private equity firms including Blackstone and Hellman & Friedman about forming an AI-focused joint venture to sell the Claude maker’s technology to companies funded by the investment firms, according to a person involved in the discussions and another person who was briefed about it. The recent... Anthropic is in talks with a consortium of private equity firms including Blackstone and Hellman...
Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT
If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has plenty of money to spare, particularly if you’re in business with him in some way. Nvidia’s announcement on Wednesday that it was putting $2 billion into Nebius, a European AI data center developer, was the fourth investment in a business partner... If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has...
Artwork by Clark Miller
Anthropic vs. the Pentagon: What’s at Stake for AI Labs
By The Information Staff · Mar 11, 2026 11:49am PDT
Pro subscription required icon Artwork by Clark Miller
Deep Research

Anthropic vs. the Pentagon: What’s at Stake for AI Labs

By The Information Staff · Mar 11, 2026 11:49am PDT
The legal battle between Anthropic and the United States Department of Defense is testing the limits of how much control AI companies can retain over the use of their models. The case highlights the trade-offs between ethical guardrails, federal contracts, and talent retention in an industry under growing government scrutiny. We asked Deep... The legal battle between Anthropic and the United States Department of Defense is testing the...
Photo by Frederic J. Brown/ Getty Images
The Information Finance

What the Iran War Means for the Funding of AI

By Ken Brown · Mar 11, 2026 8:00am PDT
For much more on AI finance, please join me and my colleague Cory Weinberg at the New York Stock Exchange on Monday, April 27, for The Information’s Financing the AI Revolution forum. Hear from top executives and investors on how the rapid buildout of AI is reshaping tech, finance, and capital markets. Learn more here.It’s hard to overstate how... For much more on AI finance, please join me and my colleague Cory Weinberg at the New York Stock...
Art via Getty Images
AI Agenda

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT
The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...
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