Intel Company News & Analysis — The Information

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Claude is Gaining on OpenClaw

By Rocket Drew · Mar 26, 2026 7:25am PDT

Anthropic has been on a tear in adding features to its Claude AI agents for coding and other white-collar work. The Claude agents now offer many of the features that turned OpenClaw, an open-source tool for developing personal AI agents, into a sensation.Claude’s new features include the ability to take over a person’s computer to perform... Anthropic has been on a tear in adding features to its Claude AI agents for coding and other...

Introducing The Information’s 2026 List of Next General Partners

By Julia Hornstein · Mar 26, 2026 6:00am PDT · 6 comments

A tidal wave of fast-growing AI startups has given venture capitalists many more shots to score winning investments. But competition to invest has never been more intense. That has made the partners who can secure stakes in sought-after startups all the more valuable. The Information asked over two dozen founders and investors about the... A tidal wave of fast-growing AI startups has given venture capitalists many more shots to score...

On March 12, Joby flew its eVTOL over San Francisco. Photo: Courtesy Joby Aviation.

Exclusive From The Electric: Two Electric Aviation Startups Attempt to Jump Ahead of Rivals

By Steve LeVine · Mar 26, 2026 4:30am PDT

The Iran war seems likely to scotch the plans of U.S. electric aviation startups to launch their first commercial flights in the Middle East this year. But in the next few weeks and months, two leaders in the nascent industry will be flying in the U.S. The Iran war seems likely to scotch the plans of U.S. electric aviation startups to launch their...

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Blackstone Nears Deal to Buy Data Center Firm Rowan

By Anissa Gardizy, Valida Pau and Miles Kruppa · Mar 25, 2026 2:26pm PDT

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Blackstone Nears Deal to Buy Data Center Firm Rowan

By Anissa Gardizy, Valida Pau and Miles Kruppa · Mar 25, 2026 2:26pm PDT

Blackstone is close to a deal to buy Rowan Digital Infrastructure, a major U.S. data center developer that builds campuses for large cloud providers, according to a person with direct knowledge of the deal. The terms of the deal couldn’t be learned, but the company would likely be valued at more than $10 billion, including its debt, people... Blackstone is close to a deal to buy Rowan Digital Infrastructure, a major U.S. data center...

Jeff Bezos. Photo via Getty Images

The Information Finance

The Bull Case for AI Just Got Stronger

By Ken Brown · Mar 25, 2026 8:00am PDT · 2 comments

Please join The Information 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 build-out of AI is reshaping tech, finance and capital markets. Learn more here.There’s supply and demand for AI computing power and there’s supply and... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...

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Apple Can ‘Distill’ Google’s Big Gemini Model

By Jessica E. Lessin, Amir Efrati and Erin Woo · Mar 25, 2026 7:00am PDT

Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the company’s new "Spud” model and its decision to shut down the Sora video app and application programming interface, which we scooped on Tuesday. (For what the company’s organizational structure looks like now after the changes, check out our updated OpenAI... Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the...

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Meta Platforms to Lay Off Hundreds

By Jyoti Mann · Mar 25, 2026 6:36am PDT

Meta Platforms will lay off a few hundred people across the company on Wednesday, according to two people familiar with the matter, part of a broader effort to overhaul the company for work in the AI age. The cuts will affect staffers in Reality Labs — the division behind its hardware platforms and wearables — as well as across its... Meta Platforms will lay off a few hundred people across the company on Wednesday, according to...

Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT

Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT

Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...

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The Math Behind Anthropic’s Mad Revenue Growth

By Sri Muppidi · Mar 24, 2026 5:49pm PDT · 1 comment

OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are tallying the headline-making figures they have privately or publicly disclosed.Last month, OpenAI’s annualized revenue jumped to $25 billion, nearly four times higher than a year earlier. Anthropic has grown even faster: At the end of last month,... OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are...

Spacex CEO Elon Musk. Photo by Getty Images

SpaceX Aims to File for IPO as Soon as This Week

By Katie Roof and Valida Pau · Mar 24, 2026 5:15pm PDT · 3 comments

SpaceX is aiming to file its initial public offering prospectus with regulators later this week or next week, according to a person with direct knowledge of the plans. The confidential filing will formalize the IPO plans for Elon Musk’s rocket and telecom company as it targets a June public listing. The offering will test investor appetite... SpaceX is aiming to file its initial public offering prospectus with regulators later this week...

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OpenAI Wrongfoots Disney

By Martin Peers and Ann Gehan · Mar 24, 2026 5:00pm PDT

Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a customer of the ChatGPT creator. The theme park and entertainment firm agreed to both steps as part of a deal struck last December in which it licensed its characters for use on OpenAI’s Sora video-generation tool. On Tuesday, OpenAI decided to shut... Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a...

An Oura smart ring. Photo by Angel Garcia/ Getty Images

Health Ring Oura Interviews Banks for IPO as Soon as This Year

By Katie Roof and Julia Hornstein · Mar 24, 2026 1:46pm PDT

An Oura smart ring. Photo by Angel Garcia/ Getty Images

Health Ring Oura Interviews Banks for IPO as Soon as This Year

By Katie Roof and Julia Hornstein · Mar 24, 2026 1:46pm PDT

Health ring maker Oura has been interviewing bankers to advise on an initial public offering that could take place as soon as this year, according to a person with direct knowledge of discussions. A public offering would follow fast growth at the company, which sells connected devices and a monthly subscription to an app that tracks the user’s... Health ring maker Oura has been interviewing bankers to advise on an initial public offering that...

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

By Laura Bratton · Mar 24, 2026 1:24pm PDT · 2 comments

Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI agents that aim to perform any white-collar task involving a computer. Monday night, for instance, Anthropic announced its latest march in this direction with a version of its Claude chatbot that can take over your computer and operate any... Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI...

OpenAI CEO Sam Altman. Photo by Anna Moneymaker/Getty Images

OpenAI CEO Shifts Responsibilities, Preps ‘Spud’ AI Model

By Stephanie Palazzolo and Amir Efrati · Mar 24, 2026 12:58pm PDT · 2 comments

OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security teams so he can focus on raising capital, supply chains and “building datacenters at unprecedented scale,” he told staff on Tuesday. At the same time, he said the company had completed the initial development of its next major AI model, codenamed Spud,... OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security...

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Why AI Coding Agents Need Multiple Personalities to Do Their Best Work

By Stephanie Palazzolo · Mar 24, 2026 7:00am PDT · 2 comments

Something curious is happening with AI coding agents. Developers have started telling me they’re asking these coding agents to take on different personas so they behave like more of a team than an individual programmer.For instance, a developer creating a software product feature will first tell their AI coding product—whether it be Gemini or ... Something curious is happening with AI coding agents. Developers have started telling me they’re...