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Art by Clark Miller

Can AI Help a Tech CEO Cure His Spouse’s Brain Cancer?

By Amy Dockser Marcus · Apr 25, 2026 7:00am PDT · 4 comments

When Alicia Kalogeropoulos was first diagnosed in 2018 with brain cancer, she underwent surgery, and three years later, she enrolled in a clinical trial for a pill that worked to keep her disease in check for years. In February, Alicia and her husband Alex received grim news: Her tumor had returned. Her physicians at Memorial Sloan Kettering... When Alicia Kalogeropoulos was first diagnosed in 2018 with brain cancer, she underwent surgery,...

Art via Mike Sullivan

Microsoft Tightens Grip on GPUs, Pressuring AI Customers

By Aaron Holmes, Anissa Gardizy and Stephanie Palazzolo · Apr 24, 2026 6:00am PDT · 1 comment

AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles to their internal teams or bigger cloud customers, leaving smaller firms scrambling for the remaining servers at higher prices. The supply crunch is impacting well-funded AI startups that have raised money from... AI startups are struggling to access Nvidia graphics processing units as Microsoft and other...

Michael Truell, CEO of Cursor. Photo by Big Event Media/Getty Images.

Behind Cursor’s Deal With SpaceX, Anthropic and Compute Costs Loomed Large

By Cory Weinberg, Julia Hornstein, Erin Woo and Katie Roof · Apr 23, 2026 7:41pm PDT

Weeks before Cursor agreed to a $60 billion potential takeover from SpaceX, the hot AI coding startup set out to raise billions of dollars. As its leaders made the rounds among tech’s largest investors, they started to hear an unfamiliar message: No, thanks. Many investment firms usually capable of writing the largest checks into startups,... Weeks before Cursor agreed to a $60 billion potential takeover from SpaceX, the hot AI coding...

Wiz CEO Assaf Rappaport, left, and Yevgeny Dibrov CEO of Armis. Photos by Getty Images

The Region Where Software M&A Is Hopping

By Valida Pau · Apr 23, 2026 5:12pm PDT

Wiz CEO Assaf Rappaport, left, and Yevgeny Dibrov CEO of Armis. Photos by Getty Images

The Region Where Software M&A Is Hopping

By Valida Pau · Apr 23, 2026 5:12pm PDT

Elon Musk may be the busiest dealmaker right now. This Tuesday, his SpaceX rocket company said it had an option to buy coding startup Cursor for $60 billion. That would be the biggest venture-backed acquisition—other than SpaceX’s February purchase of his startup, xAI, for what Musk has said was a $250 billion valuation.Outside the Musk-verse,... Elon Musk may be the busiest dealmaker right now. This Tuesday, his SpaceX rocket company said it...

Photo via Google.

Google Conference Shows Customers Want Help Making AI Work

By Erin Woo · Apr 23, 2026 10:32am PDT

Last year at Google Cloud's Next conference, executives touted the power of the company’s AI models for businesses. This year the theme is how to help companies use the models.And with good reason: In interviews at the conference, customers and Google Cloud resellers told me that companies racing to adopt AI are hitting roadblocks. Some are... Last year at Google Cloud's Next conference, executives touted the power of the company’s AI...

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New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right

By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT

Hours after Anthropic said it was investigating a report that users had gained unauthorized access to its ballyhooed Mythos model, OpenAI accidentally made a slate of its own unreleased models available on its Codex app. The breaches are a reminder that Anthropic and OpenAI have plenty of their own cybersecurity issues even as they help... Hours after Anthropic said it was investigating a report that users had gained unauthorized...

Art via Mike Sullivan

Berkshire Hathaway, Chubb Win Approval to Drop AI Insurance Coverage

By Laura Bratton · Apr 23, 2026 6:00am PDT · 2 comments

Major insurers including Berkshire Hathaway and Chubb are taking steps to cut AI-related damages from corporate insurance policies, and U.S. state regulators are giving them the green light. Insurers are trying to get ahead of risks from companies that use generative artificial intelligence to automate tasks, stoked by the fast pace of... Major insurers including Berkshire Hathaway and Chubb are taking steps to cut...

Art by Clark Miller.

How Tech M&A Is Filling AI Gaps

By The Information Staff · Apr 22, 2026 12:25pm PDT

Art by Clark Miller.

How Tech M&A Is Filling AI Gaps

By The Information Staff · Apr 22, 2026 12:25pm PDT

AI upgrades are a hot spot in technology dealmaking. An analysis by The Information’s Deep Research shows tech companies are leaning on M&A to bolster industry-specific capabilities—and turn AI into products people can actually use. That pattern is playing out across deals of all sizes. SpaceX’s potential $60 billion acquisition of... AI upgrades are a hot spot in technology dealmaking. An analysis by The Information’s Deep...

Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images

The Information Finance

How CoreWeave Seduced the Bond Market

By Ken Brown · Apr 22, 2026 8:01am PDT

CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the AI cloud provider. The company has tapped a range of sources for much-needed capital, giving it a commanding role in the AI build-out. CoreWeave’s big fundraising haul—totaling nearly $16 billion—also signals that both stock and debt investors... CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the...

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Are OpenAI and Anthropic Moving Away From Reasoning Tech?

By Stephanie Palazzolo · Apr 22, 2026 7:05am PDT

Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social media firm SpaceX has signed a deal agreeing to buy AI coding app Cursor for $60 billion at an undisclosed later date or else SpaceX would pay a $10 billion breakup fee.It’s one of the biggest acquisitions of a venture backed startup ever, though it’... Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social...

Artificial Intelligence

OpenClaw Struggles to Grow Up After Overnight Success

By Juro Osawa and Rocket Drew · Apr 22, 2026 6:00am PDT · 1 comment

OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult choice: whether to transition from an experimental hacker project to a sustainable tool companies can reliably use. One of the fastest-growing open-source software projects ever, OpenClaw is still managed by a group of volunteers who are trying to... OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult...

Art by Getty Images/Mike Sullivan

Anthropic’s ID Verification Imperils Chinese Founders

By Juro Osawa · Apr 21, 2026 7:00am PDT

Art by Getty Images/Mike Sullivan

Anthropic’s ID Verification Imperils Chinese Founders

By Juro Osawa · Apr 21, 2026 7:00am PDT

Anthropic has quietly flourished in China thanks to businesses—including big tech firms and startups—circumventing Anthropic’s official restrictions on usage. That may soon change.Anthropic last week started requiring some customers to provide a government-issued photo ID and an image of themselves taken from their phone or webcam. It’s the... Anthropic has quietly flourished in China thanks to businesses—including big tech firms and...

Apple's Tim Cook and John Ternus. Getty Images.

Apple’s CEO Switch; Amazon’s AI Hedge

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

Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top job, effective in September. “I love Apple with all of my being,” Cook said in the announcement (he’s sticking around as executive chair). “I am filled with optimism about what we can achieve in... Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s...