Cloud

The Information's in-depth reporting about Cloud.
Follow this topic to get the latest updates from The Information reporters and subscribers.

Recent Articles Subscriber Posts Most Popular Articles
Recent Articles about Cloud
Philip Johnston, CEO of Starcloud. Screenshot via YouTube
Exclusive

Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT
Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks to raise at least $200 million at a valuation of around $2.2 billion after the investment, according to a person involved in the deal. The discussions come just one month after Redmond, Wash.-based Starcloud said it raised $170 million at a $1.1... Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks...
Art via Mike Sullivan
AI Agenda

Standard Intelligence Rides Neolab Fervor with Computer Use Model

By Rocket Drew · Apr 30, 2026 7:00am PDT
Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two months ago, people in the South Park neighborhood saw something new: a Toyota Rav4 driving around with a laptop propped on the dashboard. The laptop was running a new breed of AI model, known as a “computer use model,” from a two-year-old startup... Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two...
Craig Warga/The Information.
The Information Finance

The Hidden Risks in AI Funding

By Ken Brown · Apr 29, 2026 8:34am PDT
Bankers and investors, especially when they are sitting in front of an audience, are not shy about offering their opinions. Yet when I asked a panel of money types at our Financing the AI Revolution conference on Monday about risks in the current market, I got near silence.We had been discussing the billions of investment dollars pouring into... Bankers and investors, especially when they are sitting in front of an audience, are not shy...
Amy Hood, CFO of Microsoft. Photo by Chona Kasinger/Getty Images
Applied AI

Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins

By Aaron Holmes and Kevin McLaughlin · Apr 30, 2026 11:59am PDT
Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’s AI-powered applications. But his company’s first quarter financial results showed the usage was dragging down profit margins in its cloud unit, prompting Microsoft to effectively boost prices. Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’...
Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.
The Briefing

Google Cloud and AWS Shine in Big Tech's Quarterly Update

By Martin Peers · Apr 29, 2026 5:00pm PDT
It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google, Microsoft, Amazon and Meta Platforms. The tsunami of numbers, all released within a few minutes of each other, might overwhelm even a top AI model. But for a human, what was clear was that surging demand for AI computing capacity is lifting cloud... It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google,...