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Lowe's Senior Vice President Chandhu Nair. Photo courtesy of Lowe's

Lowe’s Says ‘Semantic’ Data is Boosting Its AI Agents

By Kevin McLaughlin · May 28, 2026 1:09pm PDT

Microsoft, Databricks, SAP and other AI software providers are fighting over control and access to enterprise data known as the semantic layer, as we reported last week. Semantic layers are essentially a data management tool that companies use to standardize definitions for their business metrics, such as revenue and customers, and are now... Microsoft, Databricks, SAP and other AI software providers are fighting over control and access...

Mustafa Suleyman, CEO of Microsoft AI. Photo by David Ryder/Getty Images

Microsoft to Release New Coding Model Next Week in Comeback Attempt

By Aaron Holmes · May 28, 2026 7:00am PDT

Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference for app developers in San Francisco. The question is whether it can win over these people.The company plans to unveil a coding model to boost the competitiveness of Microsoft-owned GitHub Copilot, a coding assistant whose early lead in the AI coding... Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference...

Snowflake CEO Sridhar Ramaswamy

Snowflake Shows Some Immunity to the SaaSpocalypse

By Kevin McLaughlin and Laura Bratton · May 27, 2026 5:36pm PDT

Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some providers are in better shape than others.Snowflake shares jumped more than 35% to their highest point since December after the database provider said its most-watched... Shares of traditional software providers have been battered this year over AI fears. Investors’...

Art via Getty Images

Pre-IPO Betting Boom Hits Prediction Markets

By Yueqi Yang · May 27, 2026 8:18am PDT

Art via Getty Images

The Information Finance

Pre-IPO Betting Boom Hits Prediction Markets

By Yueqi Yang · May 27, 2026 8:18am PDT

Most everyday investors can’t buy shares of hot private companies like SpaceX and OpenAI before they go public. With potential mega-IPOs looming this year, prediction markets like Polymarket and Kalshi are turning that hype into tradable bets. Users are flocking to yes-or-no bets on milestones like valuations and IPO timelines, betting... Most everyday investors can’t buy shares of hot private companies like SpaceX and OpenAI before...

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The Hot New Way to Communicate with AI? Whispering

By Stephanie Palazzolo · May 27, 2026 7:01am PDT · 3 comments

If you wander into the Manhattan office of AI startup Basis on a workday, you’ll see most of its 100 or so staffers whispering quietly into gooseneck microphones at their desks. They aren’t taking phone calls or talking with other humans at all. They’re speaking softly to their AI agents and chatbots. Such whispering has become a... If you wander into the Manhattan office of AI startup Basis on a workday, you’ll see most of its...

Art by Mike Sullivan/Getty Images.

Polymarket Wants Traders to ID Themselves as It Faces Sanctions, Legal Risks

By Michael Roddan · May 27, 2026 6:00am PDT · 2 comments

In Russia, making bets on Polymarket isn’t permitted by the popular online prediction market’s rules. But that hasn’t stopped Ruslan Kashaev, a software developer who lives in the small Russian city of Ufa, a 15-hour drive from Moscow, from turning the site into a lucrative source of income. Using automated trading bots hosted on the Telegram... In Russia, making bets on Polymarket isn’t permitted by the popular online prediction market’s...

Anthropic CEO Dario Amodei. Photo by Andrej Sokolow/Getty Images

Anthropic Is Likely Generating at Least 35% More Revenue Than OpenAI

By Amir Efrati and Sri Muppidi · May 26, 2026 6:04pm PDT · 3 comments

On New Year’s Day, OpenAI leaders would have been happy to hear that the company’s monthly revenue would rise more than 50% over the first five months of 2026, roughly in line with the projections it previously shared with investors. But they’re not likely to feel that way now: That pace looks downright tame compared to that of Anthropic, whose... On New Year’s Day, OpenAI leaders would have been happy to hear that the company’s monthly...

Art by Clark Miller.

Boom Times for Inference Providers?

By Laura Mandaro and Stephanie Palazzolo · May 26, 2026 5:31pm PDT · 2 comments

Art by Clark Miller.

Boom Times for Inference Providers?

By Laura Mandaro and Stephanie Palazzolo · May 26, 2026 5:31pm PDT · 2 comments

Less than a year ago, our reporters kept hearing doubts about a group of startups called inference providers. Companies like Fireworks, Baseten and Together AI, which rent out Nvidia servers to app developers and help them customize open-source models, had grown quickly but seemed at risk of getting steamrolled by major cloud providers that... Less than a year ago, our reporters kept hearing doubts about a group of startups called...

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OpenAI’s PR Challenge

By Stephanie Palazzolo · May 26, 2026 7:01am PDT

The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or... The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research...

Salesforce CEO Marc Benioff. Getty Images.

Salesforce and Snowflake Earnings to Focus Attention on AI’s Software Impact

By Martin Peers · May 25, 2026 3:00pm PDT

As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on how they’re doing in selling their own AI tools—and... As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s...

Attendees to CATL Tech Day in Beijing in April. Photo: Qilai Shen/Bloomberg/Getty

The Electric: The Pentagon Advocates Long-Shot Batteries to Leapfrog China

By Steve LeVine · May 25, 2026 9:01am PDT · 1 comment

The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles, AI data centers, weaponry and almost everything else, is bolstering U.S. efforts to leapfrog well ahead of Chinese battery technology. The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles,...

Art by Mike Sullivan

Microsoft Opens a New Front in the Fight Over Data for AI Agents

By Kevin McLaughlin · May 22, 2026 6:00am PDT · 2 comments

Art by Mike Sullivan

Artificial Intelligence

Microsoft Opens a New Front in the Fight Over Data for AI Agents

By Kevin McLaughlin · May 22, 2026 6:00am PDT · 2 comments

Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business software strength in the era of AI agents. The friction centers on Power BI, a Microsoft product nearly all Fortune 500 firms use to analyze data about their operations in... Microsoft has opened a new front in the AI data wars, blocking partners from connecting their...

Elon Musk and Sam Altman in 2015.

A Trio of Trillion Dollar IPOs

By Katie Roof · May 21, 2026 5:17pm PDT · 4 comments

On Wednesday, right before SpaceX dropped its long-awaited S-1, the company led by Musk adversary Sam Altman had some IPO news of its own: OpenAI was planning to file its IPO prospectus within weeks. The news not only took some of the spotlight away from SpaceX’s upcoming public debut, but also that of Altman’s other rival, Anthropic. ... On Wednesday, right before SpaceX dropped its long-awaited S-1, the company led by Musk adversary...

SpaceX's new Starship V3 rocket docked on May 21 in South Padre Island, Texas. Ronaldo Schemidt/AFP/Getty.

Why SpaceX is Worth $700 Billion, Not $1.75 Trillion

By Martin Peers · May 21, 2026 5:01pm PDT · 9 comments

If SpaceX pulls off what is widely described in the news media as the “largest IPO in history” next month, it will be a testament to Elon Musk’s skills as a salesman. The company’s newly public IPO prospectus makes it plain that SpaceX is largely a telecom firm with a rocket launch business on the side, with future growth coming from a cloud... If SpaceX pulls off what is widely described in the news media as the “largest IPO in history”...

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AI Customers Negotiate a SaaS Escape Hatch

By Laura Bratton and Aaron Holmes · May 21, 2026 11:47am PDT

Businesses used to feel locked in to their enterprise software providers, but some now say they can cut and run if they need to.Companies such as insurer National Life Group, for instance, have negotiated “opt out” provisions that let them exit their software contracts or reduce their subscriptions, even in the middle of a contract term, if the... Businesses used to feel locked in to their enterprise software providers, but some now say they...

Art by Mike Sullivan

Cursor Sees Opening as GitHub Flounders

By Rocket Drew · May 21, 2026 7:10am PDT · 1 comment

Art by Mike Sullivan

Cursor Sees Opening as GitHub Flounders

By Rocket Drew · May 21, 2026 7:10am PDT · 1 comment

Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other snags, Jay Parikh, who oversees the software-project management platform, recently warned deputies that coding tools from Cursor and Anthropic could eventually make GitHub obsolete, my colleague Aaron wrote this week.Parikh was right to be worried.... Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other...

Nvidia CEO Jensen Huang. Ian Maule/Bloomberg/Getty.

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

By Martin Peers · May 20, 2026 5:00pm PDT

Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of... Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth...