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SpaceX CEO Elon Musk. Photo by Getty Images.

SpaceX Gives Musk Incentive to Hit $6.6 Trillion in Market Cap

By Valida Pau and Cory Weinberg · Apr 21, 2026 12:21am PDT

Elon Musk increased his stake in SpaceX last year by purchasing $1.4 billion of stock from current and former employees, part of a series of moves leading up to the company’s initial public offering that increased his sway over the company. The large secondary stock purchase was made through the mega-billonaire’s trust. It was disclosed in a... Elon Musk increased his stake in SpaceX last year by purchasing $1.4 billion of stock from...

Andrey Rudkov / Bloomberg via Getty Images

AI Infrastructure

The Startup Trying to Tame Accounting Chaos Behind AI Data Centers

By Anissa Gardizy · Apr 20, 2026 10:08am PDT

The rush to build and finance AI data centers has created a new kind of stress for CFOs at companies developing them. Some executives at these firms tell me they are struggling to keep their books accurate and move money from their lenders to their suppliers on time, raising the risk of costly delays or even huge overpayments.That risk is... The rush to build and finance AI data centers has created a new kind of stress for CFOs at...

Boston Dynamics' humanoid robot, Atlas. Photo by Chris Jung/NurPhoto via Getty Images

Google’s New Model Makes Robotic Brains Slightly Smarter

By Rocket Drew · Apr 16, 2026 7:00am PDT

Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language model to help robots make sense of their surroundings. To show off its capabilities, Boston Dynamics—which has an agreement to use Gemini in its humanoid robots—published a video of its robot dogs using the model to read a thermometer during an... Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language...

Art by Clark Miller

Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties

By Erin Woo · Apr 16, 2026 6:00am PDT

Art by Clark Miller

Google and Pentagon Discuss Classified AI Deal as Company Rebuilds Military Ties

By Erin Woo · Apr 16, 2026 6:00am PDT

Google is negotiating an agreement with the Department of Defense that would allow the Pentagon to deploy Google’s Gemini AI models in classified settings, according to two people with direct knowledge of the discussions. If the two parties come to an agreement, it would expand Google’s connection to the Pentagon as a tech contractor and... Google is negotiating an agreement with the Department of Defense that would allow the Pentagon...

Chery says it will release the premium Exeed EX7 SUV late this year, powered by a semisolid battery. Photo: Courtesy MIIT.

The Electric: In the U.S. and China, Exaggerated Claims of Solid State Batteries

By Steve LeVine · Apr 13, 2026 9:00am PDT

In a livestreamed event last month, China’s Chery Automobile said it had made a breakthrough in solid-state batteries and would deploy them next year in a luxury electric SUV that would have a whopping 560 miles of range. In a livestreamed event last month, China’s Chery Automobile said it had made a breakthrough in...

Illustration: Clark Miller (Photos: AMC)

Silicon Valley, Ready to Laugh Again?

By Abram Brown · Apr 11, 2026 8:23am PDT

Welcome, Weekenders! In this newsletter:• The Big Read: Meet the father of Claude Code• Artificial Intelligence: The hijinks around tokenmaxxing • Plus, Recommendations—our weekly pop culture picks: “Who Blew Up the Georgia Guidestones?” “Those Who Are About to Die” and “It Was Just an Accident”Over a good many years, “Silicon Valley,”... Welcome, Weekenders! In this newsletter:• The Big Read: Meet the father of Claude Code• ...

Jeetu Patel, president and chief product officer at Cisco Systems Inc..

Cisco in Talks to Buy AI Security Startup Astrix for at Least $250 Million

By Valida Pau and Stephanie Palazzolo · Apr 10, 2026 2:18pm PDT

Cisco Systems is in talks to acquire Astrix Security, a five-year-old Israeli cybersecurity startup that sells software to monitor and secure AI agents, for between $250 million and $350 million, according to people with knowledge of the deal. That would represent at least a 25% premium to the startup’s last valuation of around $200 million, one... Cisco Systems is in talks to acquire Astrix Security, a five-year-old Israeli cybersecurity...

Photo by Mario Tama/Getty Images

xAI Spending Pushed SpaceX to a Nearly $5 Billion Loss

By Cory Weinberg · Apr 9, 2026 5:13pm PDT

Photo by Mario Tama/Getty Images

xAI Spending Pushed SpaceX to a Nearly $5 Billion Loss

By Cory Weinberg · Apr 9, 2026 5:13pm PDT

SpaceX lost just under $5 billion last year while generating more than $18.5 billion in revenue, two people familiar with the figures said. The financial figures include xAI, the Elon Musk-founded artificial intelligence company that SpaceX acquired in February. The net loss, as well as other financial figures that consolidate SpaceX and... SpaceX lost just under $5 billion last year while generating more than $18.5 billion in revenue,...

Chapter cofounder and CEO Cobi Blumenfeld-Gantz. Photo courtesy of Chapter.

The $3 Billion AI Medicare Broker Backed By Two Vice Presidents

By Stephanie Palazzolo · Apr 9, 2026 7:00am PDT · 1 comment

Meta Platforms’ Wednesday release of Spark, the first model in its broader Muse model family, doesn’t blow other frontier models out of the water, according to developers and researchers I talked to. But at least puts the company back in the AI conversation. The model is already powering the Meta AI app and website but it’ll take some time... Meta Platforms’ Wednesday release of Spark, the first model in its broader Muse model family,...

Paul Copplestone, CEO and co-founder of Supabase. Screenshot via YouTube.

Database Startup Supabase in Talks to Double Valuation to $10 Billion

By Katie Roof · Apr 2, 2026 6:55pm PDT · 5 comments

Singapore’s GIC is in talks to lead an investment in database startup Supabase at a valuation of about $10 billion, double the level it raised at last fall, according to two people with direct knowledge of the discussions. Supabase is aiming to raise about $500 million in the fundraising round, but the number could change, they said. Singapore’s GIC is in talks to lead an investment in database startup Supabase at a valuation of...

Blackstone CEO Stephen Schwarzman. Eric Lee/Bloomberg via Getty Images.

Blackstone Extends the Data Center Buying Spree

By Valida Pau and Anissa Gardizy · Apr 2, 2026 4:42pm PDT

The AI-driven scramble for compute is still powering red-hot data center acquisitions even as overall technology deals slowed in the first quarter this year. In the latest example, Blackstone, the world’s largest alternative asset manager, agreed to acquire a 49% stake in Rowan Digital Infrastructure, a five-year-old data center developer... The AI-driven scramble for compute is still powering red-hot data center acquisitions even as...

For Blackstone, Private Credit Fears Miss the Big Picture

By Anita Ramaswamy · Apr 2, 2026 6:00am PDT · 2 comments

For Blackstone, Private Credit Fears Miss the Big Picture

By Anita Ramaswamy · Apr 2, 2026 6:00am PDT · 2 comments

Private credit has turned from a growth opportunity to a source of worry for investors that own shares in big asset managers. Anxieties about how the rise of AI could hurt software companies that have borrowed hundreds of billions have escalated the concerns about the sector that started brewing last fall. In recent months, investors in several... Private credit has turned from a growth opportunity to a source of worry for investors that own...

Art by Clark Miller.

Software Under Siege: Enterprise AI Report Card

By The Information Staff · Apr 1, 2026 12:59pm PDT

Artificial intelligence has loomed large over the software sector, with fears of AI disruption battering the stocks of legacy enterprise software giants. Beyond the investor panic and Silicon Valley hype, what is actually happening inside big companies that spend money on software? An analysis by The Information’s Deep Research suggests an early... Artificial intelligence has loomed large over the software sector, with fears of AI disruption...

Art by Mike Sullivan

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT

Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues. After accidentally publishing a blog post last week containing details of its next flagship AI model, Claude Mythos, the company on Tuesday said it had accidentally leaked some of the source code powering its popular Claude Code coding agent.In... Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues....