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AI Agenda
How Anthropic Could Take an OpenAI Supplier Off The Table
By
Laura Mandaro
· May 13, 2026 7:00am PDT
Is a big AI model maker about to take out a supplier to its archrival? That seems possible if a deal we reported on late Tuesday reaches the finish line. Anthropic is in talks to buy developer tools startup Stainless for at least $300 million, according to Stephanie and Katie. The New York startup makes software development kits that...
Is a big AI model maker about to take out a supplier to its archrival? That seems possible if a...
Artificial Intelligence
Anthropic Flexes Pricing Power as Its Customers Willingly Eat the Cost
By
Laura Bratton
and
Aaron Holmes
· May 13, 2026 6:00am PDT ·
2 comments
Anthropic’s revenue growth is unprecedented. Newer Anthropic customers such as PagerDuty are a big part of the reason. Eric Johnson, chief information officer at PagerDuty, which helps software engineers respond to tech outages, said he is bracing for volatile costs as his company’s 1,200 employees start using Anthropic’s AI coding and other...
Anthropic’s revenue growth is unprecedented. Newer Anthropic customers such as PagerDuty are a...
The Briefing
Microsoft’s Stock Slide Raises Specter of Activist Investors
By
Martin Peers
· May 12, 2026 5:00pm PDT
Is it time for another activist investor to take a run at Microsoft? Shares of the iconic software giant are down nearly 16% so far this year, making it the worst performer of the big tech names. The Financial Times reported on Friday that British hedge fund TCI had sold “almost all” of its stake in Microsoft, citing uncertainty about how AI...
Is it time for another activist investor to take a run at Microsoft? Shares of the iconic...
Cerebras' Plum OpenAI Deal Is a Double-Edged Sword
By
Cory Weinberg
· May 12, 2026 4:33pm PDT
Dealmaker
Cerebras' Plum OpenAI Deal Is a Double-Edged Sword
By
Cory Weinberg
· May 12, 2026 4:33pm PDT
When some journalist writes the book on the AI boom, one critical chapter will start on Christmas Eve 2025. That was the day that Nvidia and OpenAI’s complicated frenemy relationship became incredibly lucrative for chip startups that focus on AI inference.We already know that Christmas Eve was the day the tech industry (and this newsroom)...
When some journalist writes the book on the AI boom, one critical chapter will start on Christmas...
Artificial Intelligence
Altman Tries to Turn the Tables on Musk in Contentious Testimony
By
Rocket Drew
· May 12, 2026 4:26pm PDT ·
2 comments
OpenAI CEO Sam Altman sought to turn the tables on Elon Musk in their legal battle, testifying that the tycoon abandoned the group they co-founded and worked to undermine its success. Altman’s appearance in court Tuesday marked the highest-stakes moment yet in the trial over Musk’s lawsuit, which centers on allegations that the OpenAI chief led...
OpenAI CEO Sam Altman sought to turn the tables on Elon Musk in their legal battle, testifying...
Exclusive
Anthropic in Talks to Buy Developer Tools Startup Used by OpenAI, Google
By
Stephanie Palazzolo
and
Katie Roof
· May 12, 2026 2:59pm PDT ·
1 comment
Anthropic is in advanced talks to acquire developer tools startup Stainless for at least $300 million, according to a person with knowledge of the deal. The four-year-old Stainless sells software to model makers including Anthropic, OpenAI and Google that helps developers, non-technical people and AI agents more quickly access AI models. Such...
Anthropic is in advanced talks to acquire developer tools startup Stainless for at least $300...
Partner Content
Beyond the Models: Where Investors Are Finding AI’s Next Wave
By
The Information Partnerships
· May 12, 2026 11:18am PDT
Getting in on the ground floor of the next AI wave can feel particularly elusive for investors. With billions continuing to pour into frontier models and the infrastructure powering them, much of that opportunity is already spoken for. For investors looking beyond hyperscalers and data centers, the question is no longer whether AI will reshape...
Getting in on the ground floor of the next AI wave can feel particularly elusive for investors....
Microsoft Has Generated More Than $30 Billion in Revenue From OpenAI’s Technology, Spending
By
Sri Muppidi
and
Aaron Holmes
· May 12, 2026 11:08am PDT ·
2 comments
Exclusive
Microsoft Has Generated More Than $30 Billion in Revenue From OpenAI’s Technology, Spending
By
Sri Muppidi
and
Aaron Holmes
· May 12, 2026 11:08am PDT ·
2 comments
For three years, Microsoft was the only cloud provider to sell OpenAI’s large language models to other businesses, an exclusive right it fought hard to preserve after investing $13 billion in the startup. But businesses bought more access to those models from OpenAI directly than from Microsoft over that time, new data show. Even so, Microsoft’s...
For three years, Microsoft was the only cloud provider to sell OpenAI’s large language models to...
AI Agenda
Why Lightspeed Backed This Agent Evaluation Startup’s Back-to-Back Rounds
By
Stephanie Palazzolo
· May 12, 2026 7:00am PDT
Alex Shan may not have been old enough to legally buy alcohol in 2023, but he was still old enough to start his own company and join the AI boom.Shan was 20 when he was first introduced to James Alcorn, an investment partner at Lightspeed Venture Partners, through a fellow Stanford University classmate. Shan, who started college at 16, had...
Alex Shan may not have been old enough to legally buy alcohol in 2023, but he was still old...
The Briefing
Monday.com’s AI Hiring Lesson; BuzzFeed’s Rescue
By
Martin Peers
· May 11, 2026 5:00pm PDT
Digital media historians will be intrigued by news this afternoon that media mogul Byron Allen is buying control of once-important media outlet BuzzFeed. For more on this unusual deal, see below. Meanwhile... if you’re using mass layoffs as an indicator for AI’s impact on the job market, you may be looking in the wrong place. It might be smarter...
Digital media historians will be intrigued by news this afternoon that media mogul Byron Allen is...
Partner Content
Capital, Not Compute, is the Real AI Bottleneck
By
The Information Partnerships
· May 11, 2026 9:19am PDT
Satisfying AI’s ravenous appetite for power and compute has kicked off a once-in-a-generation infrastructure expansion that is also one of the most expensive in modern history. Nvidia CEO Jensen Huang has estimated a single gigawatt of capacity can cost as much as $50 billion. With McKinsey projecting data center demand could reach 156 GW by...
Satisfying AI’s ravenous appetite for power and compute has kicked off a once-in-a-generation...
Water Use Isn’t a Data Center Problem, It’s an AI Problem
By
Ann Davis Vaughan
· May 11, 2026 8:00am PDT
AI Infrastructure
Water Use Isn’t a Data Center Problem, It’s an AI Problem
By
Ann Davis Vaughan
· May 11, 2026 8:00am PDT
Critics of the AI build-out are picking the wrong fight when they attack data centers for their water use. But they are right when they say the digital economy is getting thirstier and the tech industry should answer for it.The whole AI supply chain is water intensive, and reducing use in one place can increase it elsewhere. New research shows...
Critics of the AI build-out are picking the wrong fight when they attack data centers for their...
Exclusive
China’s Kuaishou Plans to Spin Off Kling AI Video Unit at $20 Billion Valuation
By
Jing Yang
and
Juro Osawa
· May 11, 2026 4:44am PDT
Chinese social media giant Kuaishou Technology is planning to spin off its Kling AI video business ahead of an initial public offering next year, in an attempt to capitalize on investors’ appetite for AI stocks, according to two people with knowledge of the plans. Kuaishou has held talks with potential investors for a pre-IPO funding round that...
Chinese social media giant Kuaishou Technology is planning to spin off its Kling AI video...
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