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Recent Articles about Cloud
Angela Weiss/AFP/Getty Images.
Sunday Insights

Tech’s AI Margin Math Is Getting Messier

By Meredith Mazzilli and Shane Burke · May 10, 2026 8:01am PDT · 3 comments
Tech companies from Spotify to Uber to Airbnb told investors on their March-quarter earnings calls that AI was making their workers more productive, allowing them to ship more code and handle more customers with the same or fewer employees. Many companies are seeing profit margin improvement as AI is helping them do more while holding their... Tech companies from Spotify to Uber to Airbnb told investors on their March-quarter earnings...
Art: Clark Miller (Photos: Getty Images)
The Weekend

AI Finds Necessity in Frenemies

By Abram Brown · May 9, 2026 8:00am PDT
Welcome, Weekenders! In this newsletter:• Tech Culture: Billionaire tax brings new boom time to Tahoe haven• Plus, Recommendations—our weekly pop culture picks: “The Interview: What Does Tucker Carlson Really Believe? I Went to Maine to Find Out,” “Hated by All the Right People,” and “Widow’s Bay”A very old proverb comes to mind when I think... Welcome, Weekenders! In this newsletter:• Tech Culture: Billionaire tax brings new boom time to...
Art: Clark Miller; Slim Aarons, Getty Images
Tech Culture

Billionaire Tax Refugees Flock to Ritzy Nevada Lake Town

By Eli Rosenberg · May 9, 2026 7:00am PDT · 8 comments
Naveen Rao, a longtime California resident, ascended to a rarefied tier of wealth last year when his startup, Unconventional AI, was valued at $4.5 billion. The company is based in Palo Alto, but with the specter of a new tax on billionaires looming over the state, Rao began considering other places to live. Last month, he found one: a... Naveen Rao, a longtime California resident, ascended to a rarefied tier of wealth last year when...
Coreweave CEO Michael Intrator. Getty Images.
CoreWeave’s Balancing Act
By Martin Peers · May 7, 2026 5:00pm PDT
Coreweave CEO Michael Intrator. Getty Images.
The Briefing

CoreWeave’s Balancing Act

By Martin Peers · May 7, 2026 5:00pm PDT
If you’re getting dizzy watching CoreWeave’s balancing act, you’re not alone. The AI cloud startup reported first-quarter numbers Thursday evening showing that its business is ramping up quickly—revenue doubled in the quarter to $2 billion compared to the year-earlier period—but its investment spending and operating expenses are also taking off.... If you’re getting dizzy watching CoreWeave’s balancing act, you’re not alone. The AI cloud...
From left, Broadcom CEO Hock Tan, OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella via Getty. Art by Clark Miller.
Exclusive

OpenAI’s AI Chip Deal With Broadcom Hits $18 Billion Financing Snag

By Anissa Gardizy · May 7, 2026 11:09am PDT
When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial intelligence chips together, they positioned it as a done deal. The companies said the deal would bring enough chips online before 2030 to consume 10 gigawatts of power, equivalent to five Hoover Dams’ worth of electricity, in a bid to lessen OpenAI... When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial...
Art by Mike Sullivan
AI Agenda

Why Musk is Giving xAI’s Servers to Anthropic; AI Video-App Developer Reka Acquires Video-Generating Startup

By Stephanie Palazzolo and Anissa Gardizy · May 7, 2026 7:00am PDT
OpenAI and Anthropic’s servers are generally bursting at the seams, while xAI’s mountain of servers aren’t as busy, as we and others recently reported. That’s burning a multibillion-dollar hole in the pocket of new xAI owner SpaceX, which is trying to go public soon and is sure to receive tremendous scrutiny over its AI-related losses.So after... OpenAI and Anthropic’s servers are generally bursting at the seams, while xAI’s mountain of...
AP Images.
The Briefing

Elon Musk’s xAI Is Becoming a Cloud Firm

By Martin Peers · May 6, 2026 5:00pm PDT · 2 comments
Is xAI the next CoreWeave? SpaceX’s announcement on Wednesday that its xAI unit had struck a deal to supply computing capacity to Anthropic comes a couple of weeks after xAI struck a similar deal with AI coding startup Cursor. Last we checked, AI firms with leading models need all the computing capacity they can get, which means they’re... Is xAI the next CoreWeave? SpaceX’s announcement on Wednesday that its xAI unit had struck a deal...
Art by Mike Sullivan; Shutterstock
Rising AI Costs Are Becoming a Problem For Even Investors
By Stephanie Palazzolo · May 6, 2026 7:00am PDT
Art by Mike Sullivan; Shutterstock
AI Agenda

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT
In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise ... In recent months, a lot of discussion has centered around the rising costs of AI, with even...
Coinbase CEO Brian Armstrong. Getty Images.
The Briefing

Coinbase’s Missed ‘Learning’ on Hiring

By Martin Peers · May 5, 2026 5:00pm PDT
Greetings!Before we get to today’s news, check out our new text-to-audio tool that lets you listen to all of our articles on desktop or mobile web. Just press the Listen button on any article (I promise you will not hear my voice, just in case the thought of that was offputting!).There must be a template out there somewhere, probably created by... Greetings!Before we get to today’s news, check out our new text-to-audio tool that lets you...
Patrick T. Fallon/AFP via Getty Images.
Dealmaker

Private Equity’s AI Deals Lighten the Mood at Milken

By Cory Weinberg and Valida Pau · May 5, 2026 4:35pm PDT
News this week about private equity firms’ new joint ventures with OpenAI and Anthropic came at the right time for PE giants: just as they were about to sit down with their investors for days of meetings at the annual Milken Institute conference. The AI partnerships put the slew of PE firms involved—in Anthropic’s case, Blackstone, Hellman... News this week about private equity firms’ new joint ventures with OpenAI and Anthropic came at...