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Hock Tan, president and CEO of Broadcom. David Paul Morris/Bloomberg/Getty Images.

Inside Broadcom’s Bold Move to Boost Demand for Its Chips

By Dakin Campbell and Valida Pau · Jun 15, 2026 6:00am PDT · 3 comments

When Broadcom last week announced a funding venture with Apollo and Blackstone to pay for a gigawatt of computing capacity to be used by Anthropic, it looked like the latest in a series of AI computing deals funded by private equity. Behind the scenes, however, the deal represents a risky move by Broadcom to boost demand for its chips. While the... When Broadcom last week announced a funding venture with Apollo and Blackstone to pay for a...

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

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 ...

Microsoft's gaming chief Asha Sharma. Photo by David Paul Morris/Bloomberg/Getty Images.

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...

Technicians work on the the Dream Chaser at Sierra Space in 2023. Photo by Helen H. Richardson/ Getty Images

Sierra Space, Axiom Plot IPOs as SpaceX Feeds Frenzy

By Katie Roof · Jun 11, 2026 4:15pm PDT

Technicians work on the the Dream Chaser at Sierra Space in 2023. Photo by Helen H. Richardson/ Getty Images

Sierra Space, Axiom Plot IPOs as SpaceX Feeds Frenzy

By Katie Roof · Jun 11, 2026 4:15pm PDT

It’s finally here! SpaceX Thursday officially priced its IPO at $135 per share, valuing the company at around $1.75 trillion, capping a frenetic six month stretch that defied many of the norms of initial public offerings. If the IPO goes well, expect to see more space public offerings soon.Sierra Space, for one, has been taking steps towards an... It’s finally here! SpaceX Thursday officially priced its IPO at $135 per share, valuing the...

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

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...

Art by Clark Miller.

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

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

Anthropic Pursues First Data Center Leases, Seeks Financial Backing From Google

By Anissa Gardizy · Jun 11, 2026 9:30am PDT · 1 comment

Art by Mike Sullivan

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

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.

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...

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...

Dario Amodei. Photo via Getty Images

Anthropic’s New Model Targets Power Users But Cuts Off AI Rivals

By Stephanie Palazzolo · Jun 10, 2026 7:00am PDT

Dario Amodei. Photo via Getty Images

Anthropic’s New Model Targets Power Users But Cuts Off AI Rivals

By Stephanie Palazzolo · Jun 10, 2026 7:00am PDT

App developers finally got their first real look at Anthropic’s Mythos Tuesday when Anthropic released a somewhat neutered version of the model, Claude Fable 5, following weeks of breathless chatter about it.Developers who tried the new model said the AI largely deserved the hype. They said it thoroughly outperformed earlier Anthropic models in... App developers finally got their first real look at Anthropic’s Mythos Tuesday when Anthropic...

Adena Friedman, CEO of Nasdaq. Photo by Bill Ingalls/ Getty Images

How Nasdaq Turned Its Index Into a Listings Weapon

By Cory Weinberg · Jun 10, 2026 6:04am PDT · 2 comments

When Nasdaq CEO Adena Friedman took the stage at the Economic Club of Washington, D.C, in March, she wasn’t shy about how the company wields its stock indexes to woo business. In an interview with Carlyle Group Chair David Rubenstein, Friedman highlighted Nasdaq’s key distinction from rival exchanges: It also manages the influential Nasdaq-100... When Nasdaq CEO Adena Friedman took the stage at the Economic Club of Washington, D.C, in March,...

From left to right: Jensen Huang, Sam Altman and Masayoshi Son. Photos via Getty Images.

OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia

By Anissa Gardizy · Jun 9, 2026 7:07pm PDT · 2 comments

OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal land in Ohio as part of a deal that could include financial backing from Nvidia, according to two people with direct knowledge of the discussions. The campus under discussion would be among the biggest of its kind, with a total cost of at least $500... OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal...

OpenAI CEO Sam Altman. Nathan Posner/Anadolu via Getty Images.

What’s Behind OpenAI’s Hedged IPO Bet

By Martin Peers · Jun 9, 2026 5:00pm PDT

Can OpenAI do anything simply? Many companies, when publicly acknowledging the possibility of an IPO, emphasize that the final decision will depend in part on “market conditions.” That’s what OpenAI’s rival Anthropic did last week. But the ChatGPT firm chose to be more cryptic. Revealing its confidential IPO filing on Monday, OpenAI said it... Can OpenAI do anything simply? Many companies, when publicly acknowledging the possibility of an...

Photo via Zum Mobility.

School Bus Startup Zum Takes Early Steps Toward IPO

By Valida Pau · Jun 9, 2026 4:00pm PDT

Photo via Zum Mobility.

School Bus Startup Zum Takes Early Steps Toward IPO

By Valida Pau · Jun 9, 2026 4:00pm PDT

It may not seem like it now, as we barrel toward SpaceX’s public debut this week, but not every initial public offering will involve a $1.75 trillion rocket-ship company. Soon enough, public investors may get to judge a much more down-to-earth business: school bus fleets. Sequoia Capital-backed Zum, known for using its electric school buses to... It may not seem like it now, as we barrel toward SpaceX’s public debut this week, but not every...