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In-depth insights in seconds. Ask Deep Research.

Apple

Apple is a multinational technology company headquartered in Cupertino, Calif., and led by CEO Tim Cook. With a market capitalization of over $2 trillion, it is one of the largest companies in the world. Apple’s main competitors in the technology industry include Samsung, Google and Amazon. Apple is a latecomer to the artificial intelligence race, and the company also has ambitions to lead in augmented reality and video production.

Recent Articles about Apple
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 Agenda

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

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 ...
Art: Mike Sullivan
AI’s Blithe Spending and Crusoe’s Stargate Woes
By Abram Brown · Jun 13, 2026 8:09am PDT
Art: Mike Sullivan
The Weekend

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

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...
Art: Clark Miller
The Big Read

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...
Getty Images/Adobe.
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
Getty Images/Adobe.
Exclusive

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.
The Briefing

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

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...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

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

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
Exclusive

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...
Art via Mike Sullivan/Getty Images
AI Agenda

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...
Benjamin Fanjoy/Bloomberg via Getty Images.
The Briefing

German Court Ruling Against Google Spotlights AI Liability Question

By Martin Peers · Jun 10, 2026 5:00pm PDT
We got big news in the past couple of days concerning a European court ruling against Google. But bear with me, this is not one of those knee-jerk anti-U.S. tech decisions we often see coming out of Europe. This ruling makes some sense—and could have broader implications for the AI sector. A court in Germany found that Google is responsible for... We got big news in the past couple of days concerning a European court ruling against Google. But...
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Art by Clark Miller.
Elon Musk’s Very Loud IPO Quiet Period
By Dakin Campbell · Jun 10, 2026 10:16am PDT
Art by Clark Miller.
The Information Finance

Elon Musk’s Very Loud IPO Quiet Period

By Dakin Campbell · Jun 10, 2026 10:16am PDT
Good morning! When Elon Musk tweeted details about SpaceX’s agreement with Anthropic late last month, saying the business deal was less durable than advertised, many investors and commentators seized on the fact that the details weren’t in the company’s initial public offering prospectus filed with regulators.They were right to point that out,... Good morning! When Elon Musk tweeted details about SpaceX’s agreement with Anthropic late last...
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