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Applied AI
Lowe’s Says ‘Semantic’ Data is Boosting Its AI Agents
By
Kevin McLaughlin
· May 28, 2026 1:09pm PDT
Microsoft, Databricks, SAP and other AI software providers are fighting over control and access to enterprise data known as the semantic layer, as we reported last week. Semantic layers are essentially a data management tool that companies use to standardize definitions for their business metrics, such as revenue and customers, and are now...
Microsoft, Databricks, SAP and other AI software providers are fighting over control and access...
AI Agenda
Microsoft to Release New Coding Model Next Week in Comeback Attempt
By
Aaron Holmes
· May 28, 2026 7:00am PDT
Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference for app developers in San Francisco. The question is whether it can win over these people.The company plans to unveil a coding model to boost the competitiveness of Microsoft-owned GitHub Copilot, a coding assistant whose early lead in the AI coding...
Microsoft next week will unveil a suite of new homegrown AI models at its annual Build conference...
Exclusive
Apple to Renew Push for AI That Runs on Devices, Instead of the Cloud
By
Aaron Tilley
· May 28, 2026 6:00am PDT ·
2 comments
At Apple’s annual developer conference next month, the star of the show will be a series of long-delayed artificial intelligence upgrades to the iPhone. But the company is also expected to emphasize what could be an underrated asset in its efforts to catch up in AI: Its ability to run AI models on the billions of Apple devices in circulation. ...
At Apple’s annual developer conference next month, the star of the show will be a series of...
Snowflake Shows Some Immunity to the SaaSpocalypse
By
Kevin McLaughlin
and
Laura Bratton
· May 27, 2026 5:36pm PDT
The Briefing
Snowflake Shows Some Immunity to the SaaSpocalypse
By
Kevin McLaughlin
and
Laura Bratton
· May 27, 2026 5:36pm PDT
Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some providers are in better shape than others.Snowflake shares jumped more than 35% to their highest point since December after the database provider said its most-watched...
Shares of traditional software providers have been battered this year over AI fears. Investors’...
Exclusive
Internal Memo Reveals Meta’s Plan to Kickstart Its Enterprise AI Business
By
Jyoti Mann
· May 27, 2026 3:09pm PDT ·
2 comments
Meta Platforms plans to place engineers and product managers inside large corporate customers as part of a new unit at the social-media giant to push businesses to use its AI tools and services. In an internal memo, senior executive Naomi Gleit said the new organization, called Enterprise Solutions, will be made up of product managers who...
Meta Platforms plans to place engineers and product managers inside large corporate...
AI Agenda
OpenAI’s PR Challenge
By
Stephanie Palazzolo
· May 26, 2026 7:01am PDT
The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or...
The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research...
Exclusive
OpenAI Targets Smaller Advertisers With New ChatGPT Ads
By
Ann Gehan
· May 26, 2026 6:01am PDT ·
3 comments
When OpenAI first launched ChatGPT ads earlier this year, it lined up well-known brands with big advertising budgets, like Adobe, Ford and Target. Now it’s expanding its advertising business with offerings that cater more to marketers at far smaller companies, putting it directly into competition with ad giant Meta Platforms. OpenAI executives...
When OpenAI first launched ChatGPT ads earlier this year, it lined up well-known brands with big...
The Tech Elite’s Go-To Real Estate Broker? The Mayor’s Brother
By
Eli Rosenberg
· May 22, 2026 9:13am PDT
The Big Read
The Tech Elite’s Go-To Real Estate Broker? The Mayor’s Brother
By
Eli Rosenberg
· May 22, 2026 9:13am PDT
Even measured against the frenetic heart rate of San Francisco’s real estate market, Alexander Lurie moves at a rapid pace. On a recent Tuesday, Lurie, 41, who’s become a go-to broker for anyone with newfound AI riches, drove around Pacific Heights in a blur while touring a half-dozen of the city’s most expensive homes, hoping to scope out some...
Even measured against the frenetic heart rate of San Francisco’s real estate market, Alexander...
Partner Content
How to Create Presentation Outlines in Seconds with Google Gemini
By
The Information Partnerships
· May 22, 2026 8:17am PDT ·
3 comments
When business leaders are preparing for an important presentation, their teams sometimes need to shut down their other work for days or even weeks to clear time for the prep work: multiple meetings to bat around ideas, long email threads to pin down the overarching narrative, and a constant stream of notifications as various stakeholders mark up...
When business leaders are preparing for an important presentation, their teams sometimes need to...
Artificial Intelligence
Microsoft Opens a New Front in the Fight Over Data for AI Agents
By
Kevin McLaughlin
· May 22, 2026 6:00am PDT ·
2 comments
Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business software strength in the era of AI agents. The friction centers on Power BI, a Microsoft product nearly all Fortune 500 firms use to analyze data about their operations in...
Microsoft has opened a new front in the AI data wars, blocking partners from connecting their...
Exclusive
OpenAI Generated Nearly $6 Billion in Revenue in First Quarter, Boosted by Codex
By
Sri Muppidi
· May 21, 2026 11:26am PDT ·
6 comments
OpenAI generated about $5.7 billion in revenue in the first quarter, nearly $1 billion more than archrival Anthropic generated in the same period, according to two people with knowledge of the financials. OpenAI’s coding agent Codex, along with growth from selling to businesses and testing ads on ChatGPT, helped drive first-quarter growth,...
OpenAI generated about $5.7 billion in revenue in the first quarter, nearly $1 billion more than...
Anthropic Is in Talks to Use Microsoft’s AI Chips
By
Aaron Holmes
and
Qianer Liu
· May 21, 2026 6:00am PDT ·
1 comment
Exclusive
Anthropic Is in Talks to Use Microsoft’s AI Chips
By
Aaron Holmes
and
Qianer Liu
· May 21, 2026 6:00am PDT ·
1 comment
Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, according to two people who spoke to executives involved in the discussion. Winning Anthropic as a customer would be a coup for Microsoft, whose in-house chip design effort ran into delays last...
Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks...
The Briefing
Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions
By
Martin Peers
· May 20, 2026 5:00pm PDT
Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of...
Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth...
Exclusive
White House Briefs AI Companies on Plan to Review Models Before Release
By
Leo Schwartz
and
Stephanie Palazzolo
· May 20, 2026 12:06pm PDT ·
2 comments
The White House’s Office of the National Cyber Director hosted a briefing Tuesday for companies including OpenAI, Anthropic and Reflection AI on a planned executive order on AI that will empower intelligence and other government agencies to review advanced models before the models are released, according to people familiar with the matter. ...
The White House’s Office of the National Cyber Director hosted a briefing Tuesday for companies...
Exclusive
As Anthropic Costs Mount, Businesses Pressure Software Firms to Shorten Contracts
By
Laura Bratton
· May 20, 2026 9:00am PDT ·
3 comments
Businesses are spending more on Anthropic and other AI providers, and the additional budget has to come from somewhere. One natural target for cuts is other software. While businesses aren’t abandoning their enterprise applications outright, they’re putting themselves in a better position to do so if AI makes traditional apps less important. For...
Businesses are spending more on Anthropic and other AI providers, and the additional budget has...
Google Pitches Its AI Coding Tools as the Cost-Effective Option
By
Erin Woo
· May 20, 2026 7:00am PDT
AI Agenda
Google Pitches Its AI Coding Tools as the Cost-Effective Option
By
Erin Woo
· May 20, 2026 7:00am PDT
Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to answer: Does it have a counter to Anthropic’s dominance in coding?The takeaway, after a sweltering day in Mountain View, Calif.: Google wants to redefine the competition. Google didn’t release a new “pro” version of its flagship model, Gemini, to...
Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to...
The Briefing
Google’s AI Search Leap Forward
By
Martin Peers
· May 19, 2026 5:00pm PDT
If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on Tuesday. The tech giant unveiled a bunch of AI tools, most significantly the addition of new AI features such as agents to Google Search. Any distinction that existed between Google’s Gemini AI chatbot and its search bar is disappearing.No longer should...
If you pay attention to one thing in AI this week, it should be Google’s I/O presentation on...
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