Aws

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Andy Jassy. Getty Images
The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...
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Applied AI

Microsoft’s AI Bundle Gets In Trouble

By Aaron Holmes and Kevin McLaughlin · Oct 28, 2025 10:30am PDT
Microsoft last year got more aggressive about getting people to pay up for artificial intelligence features in its Office productivity suite, such as those that draft emails or summarize documents. It began including AI features by default and raising the baseline price of Office for individual consumers by 30%. The maneuver paid off, as... Microsoft last year got more aggressive about getting people to pay up for artificial...
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The Briefing

Big Tech Earnings, Nvidia’s GTC Dominate Crowded Week

By Martin Peers · Oct 26, 2025 3:00pm PDT
This is our first of what we plan to be a regular Sunday evening Briefing, looking out at the coming week. And what a week this promises to be. Nvidia is holding one of its GTC events for developers and customers in Washington Monday through Wednesday—which leather jacket will Jensen Huang wear onstage this time? (For more on GTC, see below.) We... This is our first of what we plan to be a regular Sunday evening Briefing, looking out at the...
Art by Clark Miller
Our Smart Bed Future May Be a Nightmare
By Abram Brown · Oct 25, 2025 7:04am PDT
Art by Clark Miller
The Weekend

Our Smart Bed Future May Be a Nightmare

By Abram Brown · Oct 25, 2025 7:04am PDT
Welcome, Weekenders!Quickly, a programming note: The Briefing, the newsletter written by my colleague Martin Peers, is shifting to an altered schedule, and starting tomorrow, it’ll appear Sunday through Thursday. Martin on a Sunday evening—what a treat! Among other topics, he’ll be applying his inimitable powers of explanation to previewing tech... Welcome, Weekenders!Quickly, a programming note: The Briefing, the newsletter written by my...
Apple CEO Tim Cook. Getty Images
The Briefing

What Investors Are Missing in Apple’s iPhone 17 Sales Surge

By Martin Peers · Oct 20, 2025 5:00pm PDT
It’s the calm before the earnings storm. Netflix kicks off tech earnings on Tuesday with its third-quarter report, and most of the big tech names come next week. Already, though, investors are anticipating the news. That’s most obviously true of Apple, whose shares jumped 4% on Monday on a research report about strong sales of the recently... It’s the calm before the earnings storm. Netflix kicks off tech earnings on Tuesday with its...
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Amazon CEO Andy Jassy. Getty Images
The Briefing

The Big Question for Amazon and OpenAI

By Theo Wayt · Oct 15, 2025 5:00pm PDT · 2 comments
Walmart’s announcement this week that it would become the first major retailer to start selling products through ChatGPT’s Instant Checkout shows that big retailers are being forced to take new forms of artificial intelligence–related online shopping seriously. It’s not shocking that Walmart, as a megaretailer that wants to sell more stuff... Walmart’s announcement this week that it would become the first major retailer to start selling...
Amazon CEO Andy Jassy. Photo via Getty
Applied AI

Amazon’s Solution to Tough AI Cloud Margins: Non-Nvidia Chips

By Kevin McLaughlin and Laura Mandaro · Oct 14, 2025 10:39am PDT
Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back in the coming days for our coverage of the event and what it means for artificial intelligence in enterprises.Now on to today’s column…Last week, our report on the razor-thin gross profit margins Oracle generates from renting out Nvidia chips to AI... Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back...
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
The Briefing

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

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...
Image via Clark Miller
Exclusive

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...
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Partner Content

What’s Holding Back Agentic AI? Not Employee Resistance

By The Information Partnerships · Oct 2, 2025 8:59am PDT · 1 comment
Read a handful of tech headlines, or even spend a few minutes on LinkedIn, and you’ll likely see the same hurdle to AI adoption cited over and over: a lack of employee buy-in, especially among workers who fear AI agents might one day be able to do large portions of their current jobs. But pushback from employees is not holding back agentic AI,... Read a handful of tech headlines, or even spend a few minutes on LinkedIn, and you’ll likely see...