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Marc Boroditsky of Nebius, Chuck Fisher of Lambda and Nick Robbins of CoreWeave at The Information's Financing the AI Revolution event.

AI Infrastructure

Nebius, Lambda and CoreWeave Say ‘No’ to TPUs Amid Google’s Push

By Anissa Gardizy · May 4, 2026 9:33am PDT

Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its tensor processing units for quite a while, and two developments last week helped us understand where things are actually headed.On one hand, Google said on its earnings call that it plans to sell its TPUs directly to customers for use in their own data... Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its...

Palantir CEO Alex Karp. Photo by Getty.

Palantir’s AI Pricing Power

By Laura Bratton · May 3, 2026 3:00pm PDT

Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow.Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...

Anthropic co-founder and president, Daniela Amodei. Kimberly White/Getty Images.

Anthropic in Talks to Buy AI Chips From U.K. Startup

By Stephanie Palazzolo and Anissa Gardizy · May 2, 2026 7:00am PDT · 2 comments

As Anthropic’s sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia. The maker of Claude has recently been in talks with London-based startup Fractile to buy its inference chips, which aim to run AI models efficiently, when... As Anthropic’s sales explode, straining the servers it uses, the company is considering adding...

Philip Johnston, CEO of Starcloud. Screenshot via YouTube

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

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT · 1 comment

Philip Johnston, CEO of Starcloud. Screenshot via YouTube

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

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT · 1 comment

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...

Amy Hood, CFO of Microsoft. Photo by Chona Kasinger/Getty Images

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’...

Art via Mike Sullivan

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...

Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.

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,...

Craig Warga/The Information.

The Hidden Risks in AI Funding

By Ken Brown · Apr 29, 2026 8:34am PDT · 1 comment

Craig Warga/The Information.

The Information Finance

The Hidden Risks in AI Funding

By Ken Brown · Apr 29, 2026 8:34am PDT · 1 comment

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...

Art by Mike Sullivan

XAI Shows How Hard It Is to Use a Lot of GPUs at Once

By Stephanie Palazzolo · Apr 29, 2026 7:05am PDT

AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we wrote last week. When developers do get the graphics processing units, they’re under a lot of pressure to wring as much performance as possible from that expensive hardware.That’s easier said than done. Training AI models can be “bursty,” meaning... AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we...

OpenAI CFO Sarah Friar. Lauren Justice/Bloomberg/Getty Images.

OpenAI's Wall Street Disconnect

By Martin Peers · Apr 28, 2026 5:00pm PDT

Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in part by a Wall Street Journal report that OpenAI had missed some internal revenue projections. Among the biggest to take a hit were two cloud firms that depend heavily on OpenAI for business: Oracle and CoreWeave, whose stocks fell 4% and 5.8%,... Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in...

OpenAI CEO Sam Altman. Photo by Getty.

OpenAI Sees $8 ChatGPT Driving Consumer Subscribers to 122 Million This Year

By Sri Muppidi · Apr 28, 2026 2:56pm PDT · 6 comments

For three years, OpenAI has generated most of its revenue from people paying $20 a month for subscriptions to ChatGPT. This year, it is forecasting a massive shift, expecting a cheaper, ad-supported tier will both draw new users and cause tens of millions of its paying subscribers to downgrade, according to previously undisclosed projections. ... For three years, OpenAI has generated most of its revenue from people paying $20 a month for...

Photo by Noah Berger/Getty Images

AWS Joins Superagent Race, Pushes Its Own Version of Claude Cowork

By Laura Bratton · Apr 28, 2026 11:50am PDT

Photo by Noah Berger/Getty Images

AWS Joins Superagent Race, Pushes Its Own Version of Claude Cowork

By Laura Bratton · Apr 28, 2026 11:50am PDT

Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to its cloud-server customers for the first time, thanks to a sudden change in OpenAI’s long-running partnership with Microsoft. But AWS is still chasing its white whale: creating a hit enterprise application.With that in mind, AWS on Tuesday... Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to...

Art via Getty Images

Startup Founded by Ex-Nvidia Researcher Among New World Models Endeavors

By Stephanie Palazzolo and Julia Hornstein · Apr 28, 2026 7:00am PDT

Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of dollars in funding in the last year to develop world models. That’s the term for foundation models that approximate the physics of how objects and humans interact with their surroundings—attributes some researchers believe are key to developing... Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of...

Satya Nadella, left, and Sam Altman. Photos by Getty Images.

How Nadella and Altman Averted a Legal War Over AWS

By Aaron Holmes and Sri Muppidi · Apr 28, 2026 6:44am PDT

For years, executives at Microsoft have become accustomed to tussling with OpenAI over the terms of the companies’ complicated business partnership, which gave Microsoft exclusive rights to sell OpenAI’s technology to cloud customers. Then two months ago, the ChatGPT maker announced a surprise deal to sell its AI to businesses through Amazon, a... For years, executives at Microsoft have become accustomed to tussling with OpenAI over the terms...