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Nvidia Restructures Cloud Team After Retreating From AWS Competition

By Anissa Gardizy and Wayne Ma · Dec 22, 2025 12:40pm PST · 1 comment

More than two years after Nvidia CEO Jensen Huang shared his vision to develop a cloud service that could rival Amazon Web Services, he has backed away from competing with such firms and last week reorganized his company’s cloud team, according to several people with knowledge of the organizational change and an internal memo about it. The... More than two years after Nvidia CEO Jensen Huang shared his vision to develop a cloud service...

Jason Alden/Bloomberg via Getty Images

AI Infrastructure

Why Data Centers Are Falling Behind Schedule; Jensen Huang’s Power Summit

By Anissa Gardizy · Dec 22, 2025 9:24am PST · 1 comment

You’re about to start hearing a lot about data center delays. In fact, executives and investors I’ve been speaking with expect this will be one of the defining themes of 2026, as delays separate world-class operators from the rest of the pack. But to understand what this will actually mean for the artificial intelligence buildout, it helps... You’re about to start hearing a lot about data center delays. In fact, executives and investors I...

OpenAI CEO Sam Altman, left and Amazon CEO Andy Jassy via Getty. Collage by Clark Miller.

OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips

By Anissa Gardizy, Sri Muppidi, Cory Weinberg and Amir Efrati · Dec 16, 2025 6:19pm PST · 1 comment

Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions. The valuation would be higher than $500 billion, one of the people said. The Amazon investment would help OpenAI afford some of the commitments it has made to rent servers from cloud providers, including from Amazon Web Services.... Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar...

ServiceNow CEO Bill McDermott. Getty Images.

ServiceNow Sell-Off Highlights Jittery Market

By Martin Peers · Dec 15, 2025 5:00pm PST

ServiceNow CEO Bill McDermott. Getty Images.

ServiceNow Sell-Off Highlights Jittery Market

By Martin Peers · Dec 15, 2025 5:00pm PST

Talk about a jittery market. Shares of ServiceNow dropped 11.5% on Monday after a weekend report that the enterprise software firm was in “advanced talks” to buy cybersecurity firm Armis for $7 billion. The stock sell-off wiped $21 billion off ServiceNow’s market capitalization—reducing it to $159 billion—which seems something of an... Talk about a jittery market. Shares of ServiceNow dropped 11.5% on Monday after a weekend report...

The Stargate AI data center in Abilene, Texas. Photo by Kyle Grillot/Bloomberg via Getty Images.

AI Infrastructure

The ‘Bragawatt’ Data Center Era Brings Reality Checks—and Energy Breakthroughs

By Ann Davis Vaughan · Dec 15, 2025 9:30am PST · 8 comments

Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning Silicon Valley into a rising industrial power.Ann Davis Vaughan has covered the intersection of energy and technology as both an investment analyst and journalist for two decades, including 14 years at The Wall Street... Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping...

Mario Tama/Getty Images

How Netflix and the Ellisons Could Compromise on Warner

By Martin Peers · Dec 14, 2025 3:00pm PST

We’re heading into our last full working week of the year, so the news flow is likely to start quieting down. (Be on the lookout for ServiceNow’s next big acquisition, however). One story that’s likely to chug along through the holidays is the battle between Netflix and the Ellison family’s Paramount Skydance for Warner Bros. Discovery. There’s... We’re heading into our last full working week of the year, so the news flow is likely to start...

Getty Images

Data Center Firm Rowan Explores Capital Raising or Sale

By Anissa Gardizy and Valida Pau · Dec 12, 2025 3:24pm PST

A spike of investor interest in the data center sector has prompted one major data center developer, Rowan Digital Infrastructure, to consider whether this is a good time to raise fresh capital or possibly even sell, say people familiar with the company’s thinking. If it were to raise money or sell, it would likely be valued at more than $10... A spike of investor interest in the data center sector has prompted one major data center...

Leopold Aschenbrenner. Art by Clark Miller; screenshot via YouTube.

Google’s Cloud Partner for Its AI Chips Is in Talks to Raise $700 Million

By Anissa Gardizy, Cory Weinberg and Miles Kruppa · Dec 4, 2025 10:29am PST

Leopold Aschenbrenner. Art by Clark Miller; screenshot via YouTube.

Google’s Cloud Partner for Its AI Chips Is in Talks to Raise $700 Million

By Anissa Gardizy, Cory Weinberg and Miles Kruppa · Dec 4, 2025 10:29am PST

Fluidstack, a cloud provider aiding Google’s AI chip push, is in talks to raise more than $700 million in new financing, according to two people with knowledge of the deal. A one-year-old investment fund started by ex-OpenAI researcher Leopold Aschenbrenner is in talks to lead the financing, one of the people said. Aschenbrenner’s fund,... Fluidstack, a cloud provider aiding Google’s AI chip push, is in talks to raise more than $700...

Art by Clark Miller

Google’s Vertical Assault on the AI Market

By The Information Staff · Nov 26, 2025 8:00am PST

Google is leveraging its financial stamina and vertical integration to take share from markets dominated by OpenAI and Nvidia. We asked Deep Research to analyze how Google’s resurgence this year in AI software and its continued server hardware improvements are reshaping the industry. Here is the response. Google is leveraging its financial stamina and vertical integration to take share from markets...

The Stargate AI data center in Abilene, Tex. in September. Getty Images.

Oracle-Linked Borrowing Binge Worries Lenders

By Miles Kruppa · Nov 25, 2025 6:00am PST

Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to become one of OpenAI’s biggest cloud providers, leading to a flood of debt to help build new data centers for the database giant. The volume of borrowing is making some lenders leery. Companies building data centers for Oracle have borrowed at least... Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to...

Art by Clark Miller

Google Further Encroaches on Nvidia’s Turf With New AI Chip Push

By Amir Efrati, Erin Woo and Anissa Gardizy · Nov 24, 2025 2:43pm PST · 19 comments

Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business. For years, the search giant has rented out its own AI chips, known as tensor processing units, to cloud customers who use them in its Google Cloud data centers. Now, though, Google has begun pitching some of those customers—including Meta... Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip...

Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment

Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.

AI Infrastructure

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment

The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt deals has given way to finger pointing as deadlines to get AI servers online slip or get dangerously close to falling behind.For months, data center builders have told me many of the gigawatt-size AI server facilities are running behind schedule... The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt...

Sunday Insights

Nvidia’s Mushrooming Cash Pile Spotlights Spending Choices

By Martin Peers · Nov 23, 2025 8:00am PST · 4 comments

All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies have experienced. And that’s raising questions about how Nvidia will spend its fast-expanding cash pile. Nvidia’s free cash flow has mushroomed from... All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash...

The former General Motors and Foxconn factory in Lordstown, Ohio. New owner SoftBank plans to remodel the EV factory to produce data center components for OpenAI. Photo by Getty Images.

SoftBank to Invest Up to $3 Billion in Factory for OpenAI Data Centers

By Sri Muppidi · Nov 20, 2025 6:00am PST · 1 comment

SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown, Ohio, that will produce equipment for OpenAI’s forthcoming data centers, according to two people with knowledge of the plans. The Japanese conglomerate, one of the largest investors in OpenAI, will use the factory to supply data center sites in Texas and... SoftBank plans to invest up to $3 billion to remodel an electric vehicle plant in Lordstown,...

Art by Clark Miller

The Information Finance

It’s too Soon to Call an End to the AI Boom

By Ken Brown · Nov 19, 2025 8:00am PST · 3 comments

I’m the senior finance editor here at The Information. I’ll be writing this new column on money, dealmaking and bubbles of all sorts every Wednesday. If you have any feedback or suggestions on topics I should explore, feel free to reply directly with your feedback.We’re launching this newsletter to cover the increasing role finance is... I’m the senior finance editor here at The Information. I’ll be writing this new column on money,...

Alphabet CEO Sundar Pichai. Getty Images.

What Google Has That OpenAI Doesn't

By Martin Peers · Nov 17, 2025 5:00pm PST · 1 comment

Alphabet CEO Sundar Pichai. Getty Images.

What Google Has That OpenAI Doesn't

By Martin Peers · Nov 17, 2025 5:00pm PST · 1 comment

Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for the past couple of years, are now running freely. Friday night’s news that Warren Buffett’s Berkshire Hathaway had bought a $4.3 billion stake in Alphabet sent the shares rising 3% on Monday, even as other tech stocks sagged amid a broader market... Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for...

Art by Mike Sullivan

Google and Anthropic Tap Crypto Miners for AI Computing Power

By Miles Kruppa · Nov 14, 2025 6:00am PST · 2 comments

TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies suddenly wanted access to its data centers. Now the cloud company is at the center of one of the hottest meme-stock trades. Shares in TeraWulf and competing crypto miners have soared in recent months after they struck deals with tech companies desperate... TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies...

Art by Clark Miller.

2026 Watch List: The Candidates, the Wildcard, and the IPO Market’s Tunnel Vision

By The Information Staff · Nov 12, 2025 11:42am PST · 1 comment

The 2025 initial public offering market was defined by a stark divergence: a welcome comeback year for new listings that instantly created clear winners and losers. While investors rewarded companies with an artificial intelligence or cryptocurrency narrative, stocks of consumer facing companies and software firms that couldn’t articulate an... The 2025 initial public offering market was defined by a stark divergence: a welcome comeback...

Art by Getty Images

Robotics Data Startup Raises $40 Million Led By Bessemer

By Rocket Drew · Nov 12, 2025 8:12am PST

Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of investments VCs are making in so-called “neolabs,” or new labs hoping to exploit approaches to developing AI models and research they say major developers like OpenAI and Anthropic may have overlooked.These include companies like agent startup Isara, which... Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of...