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Google

Google is a multinational technology company specializing in internet-related products and services, founded in 1998 by Larry Page and Sergey Brin. Its core businesses include search, advertising and cloud computing, but it also has divisions in hardware and software development. Sundar Pichai currently serves as CEO. Its primary competitors include other major tech companies such as Amazon, Apple and Facebook. Google is making forays into artificial intelligence with Gemini, its conversational AI that aims to compete with OpenAI.

Recent Articles about Google
Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT
If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has plenty of money to spare, particularly if you’re in business with him in some way. Nvidia’s announcement on Wednesday that it was putting $2 billion into Nebius, a European AI data center developer, was the fourth investment in a business partner... If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has...
Pro subscription required icon Pro subscription required icon Artwork by Clark Miller
Deep Research

Anthropic vs. the Pentagon: What’s at Stake for AI Labs

By The Information Staff · Mar 11, 2026 11:49am PDT
The legal battle between Anthropic and the United States Department of Defense is testing the limits of how much control AI companies can retain over the use of their models. The case highlights the trade-offs between ethical guardrails, federal contracts, and talent retention in an industry under growing government scrutiny. We asked Deep... The legal battle between Anthropic and the United States Department of Defense is testing the...
Photo of the Stargate data center in Abilene, Texas by Getty Images. Art by Mike Sullivan.
Exclusive

Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away

By Anissa Gardizy and Miles Kruppa · Mar 11, 2026 11:36am PDT
Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the same opportunity, according to a person with direct knowledge of the discussions and another person briefed about it. Meta Platforms is also in talks... Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a...
Photo by Frederic J. Brown/ Getty Images
What the Iran War Means for the Funding of AI
By Ken Brown · Mar 11, 2026 8:00am PDT
Photo by Frederic J. Brown/ Getty Images
The Information Finance

What the Iran War Means for the Funding of AI

By Ken Brown · Mar 11, 2026 8:00am PDT
For much more on AI finance, please join me and my colleague Cory Weinberg at the New York Stock Exchange on Monday, April 27, for The Information’s Financing the AI Revolution forum. Hear from top executives and investors on how the rapid buildout of AI is reshaping tech, finance, and capital markets. Learn more here.It’s hard to overstate how... For much more on AI finance, please join me and my colleague Cory Weinberg at the New York Stock...
Art via Getty Images
AI Agenda

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT
The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Art by Mike Sullivan.
Exclusive

OpenAI Plans to Launch Sora Video AI in ChatGPT in Strategy Shift

By Stephanie Palazzolo and Sri Muppidi · Mar 10, 2026 8:54pm PDT
OpenAI plans to soon launch its Sora AI-generated video capabilities in ChatGPT, according to people with knowledge of the effort. The strategy shift could increase the chatbot’s usage as well as its costs. The move comes about five months after OpenAI released a Sora mobile app, which lets people quickly create videos of themselves and other... OpenAI plans to soon launch its Sora AI-generated video capabilities in ChatGPT, according to...
Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.
The Briefing

Oracle’s Upbeat Quarter Calms Investors

By Martin Peers · Mar 10, 2026 5:00pm PDT
Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm, which has become a focal point for investors’ anxiety about AI-related spending, reported slightly better than projected revenue for its February quarter. More importantly, for the second time in two quarters, it raised its revenue projection for... Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm,...
Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.
The Startup Trying a New Trick to Develop AI For Science Discovery
By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT
Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.
AI Agenda

The Startup Trying a New Trick to Develop AI For Science Discovery

By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT
OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial intelligence that can make new discoveries in fields like medicine, biology and physics. And yet, we’re nowhere close to that. (You might recall this awkward moment from last fall when a ChatGPT-generated math “discovery” was debunked.) The... OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial...
Pony Ma, CEO, of Tencent Holdings. Photo by Justin Chin/ Getty Images
Exclusive

Tencent Joins China’s AI Agent Race With ‘Top-Secret’ WeChat Project

By Qianer Liu and Juro Osawa · Mar 10, 2026 6:00am PDT
Tencent Holdings is secretly building a new AI agent for its hugely popular WeChat messaging app, in hopes of leapfrogging rivals like Alibaba Group and ByteDance in the race to dominate China’s domestic AI market, according to four people familiar with the project. The project could dramatically widen how AI agents, which take actions on... Tencent Holdings is secretly building a new AI agent for its hugely popular WeChat messaging app,...
Airstrikes on an oil depot in Tehran on March 7. Sasan/Middle East Images/AFP via Getty Images.
The Briefing

Iran, IPOs and the Stockmarket

By Martin Peers · Mar 9, 2026 5:00pm PDT
It’s a good thing SpaceX is thinking of June for its upcoming IPO. There has to be a decent chance the current Iran war has ended by then, restoring some stability to the market. Then again, these hostilities could easily spread. Not only is the IPO market not necessarily safe, but there’s a cloud of uncertainty now hanging over the economy and... It’s a good thing SpaceX is thinking of June for its upcoming IPO. There has to be a decent...
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The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...
Pete Hegseth, left, and Dario Amodei. Photos by Getty.
Anthropic Has a Strong Legal Case Against Trump’s DoD
By Rocket Drew · Mar 9, 2026 7:00am PDT
Pete Hegseth, left, and Dario Amodei. Photos by Getty.
AI Agenda

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT
Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...
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