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Deep Research

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT
The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...
Art by Mike Sullivan
AI Agenda

Universities Are Part of the Cursor Resistance

By Rocket Drew · Oct 15, 2025 7:00am PDT
I recently reported on the software engineers who have resisted using AI coding tools such as Cursor and Claude Code, even when their managers strongly encourage their use. AI still has technical limitations—and it threatens to make engineering jobs obsolete, they say. But there’s a wrinkle to this story: some engineering students have... I recently reported on the software engineers who have resisted using AI coding tools such...
Art by Mike Sullivan

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

By Sylvia Varnham O'Regan · Oct 9, 2025 6:00am PDT · 10 comments
Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacceptable” given Microsoft’s major contracts with the U.S. government. Microsoft hasn’t yet responded publicly to Trump’s demand. If Monaco stays at... Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa...
Art by Shane Burke
Book Excerpt

How U.S. Tech Companies Fueled China’s Surveillance State

By Liza Lin and Josh Chin · Sep 8, 2022 9:00am PDT · 2 comments
As the U.S. government intensifies its efforts to decouple American technology from China’s sprawling surveillance state, a new report by the U.N.’s human rights agency demonstrates the urgency of that task. The U.N. found that China’s treatment of Turkic Muslims in the remote region of Xinjiang “may constitute... As the U.S. government intensifies its efforts to decouple American technology from China’s...
A woman riding a Bird scooter in San Francisco in April. Photo by Bloomberg.
Exclusive

How Segway-Ninebot Became the Go-To Scooter Maker for Rental Startups

By Yunan Zhang · Jun 25, 2018 7:01am PDT
As electric scooter-rental startups like Bird and Lime battle for market share on American streets, one company is already a winner: Segway-Ninebot, the Beijing-based firm that makes the scooters both companies use.The tech industry’s go-to scooter maker, which first made headlines when it acquired the self-balancing vehicle pioneer Segway... As electric scooter-rental startups like Bird and Lime battle for market share on American...
Ozon Holdings CEO Maelle Gavet. Illustration by Matthew Vascellaro.
Q&A

For Russian Startups, Opportunity Trumps Political Risk

By Eric Newcomer · May 28, 2014 9:04am PDT
When it came to convincing investors to bet on the Russian e-commerce leader Ozon Holdings, CEO Maelle Gavet faced two daunting impediments: Investors were wary about putting their money into Vladimir Putin’s Russia and circumspect about the e-commerce business altogether. Wrong place, wrong business. The challenges of doing business in... When it came to convincing investors to bet on the Russian e-commerce leader Ozon Holdings, CEO...