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Deep Research

Can Anthropic Scale Like OpenAI—and Still Claim the Moral High Ground?

By The Information Staff · Feb 5, 2026 11:42am PST
Anthropic is facing growing pressure to compete more aggressively with rivals like OpenAI and Microsoft while preserving the safety-first identity that has defined it since its founding. Surging revenue forecasts and the launch of its Cowork agent suggest a company pushing harder into enterprise markets, even as it continues to emphasize ethical... Anthropic is facing growing pressure to compete more aggressively with rivals like OpenAI and...
Art by Clark Miller.
Exclusive

Nvidia to Delay New Gaming Chip Due to Memory Chip Shortage

By Wayne Ma and Qianer Liu · Feb 5, 2026 6:00am PST · 1 comment
Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage of memory chips, prompted by the AI boom, according to two people with direct knowledge of the matter. It would be the first year in three decades that Nvidia hasn’t released a new graphics processing unit for gaming. Nvidia got its start in the... Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage...
Google CEO Sundar Pichai. Jim Lo Scalzo/Getty Images
The Briefing

Google Cloud Finally Takes Off

By Martin Peers · Feb 4, 2026 5:00pm PST · 1 comment
Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter,... Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers...
Art by Clark Miller.
Opinion

Fix Private Markets Before Small Investors Are Invited In

By Rett Wallace · Dec 30, 2025 8:00am PST · 16 comments
Wall Street’s latest push into private markets may give individual investors and their 401(k) accounts access to shares of unicorns like SpaceX and OpenAI. It may also allow them to add billions of additional dollars to the liquidity trap currently plaguing more sophisticated investors. Private markets have suffered from illiquidity, not lack of... Wall Street’s latest push into private markets may give individual investors and their 401(k)...
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Subscriber Survey

Prediction Markets Win Attention, but Few Reader Bets

By Shane Burke · Dec 26, 2025 10:41am PST
Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream. More than three quarters of The Information’s readers say they are aware of prediction markets like Kalshi and Polymarket, according to our latest subscriber survey. But few are actually betting, with just one in five respondents saying they have... Prediction markets, which offer wagers on real-world events, have gone from fringe to mainstream....
Adam Gray/Bloomberg via Getty Images.
The Information Finance

Predicting Prediction Markets Is a Tough Call

By Ken Brown · Dec 24, 2025 8:00am PST
The best prediction for 2025 would have been predicting the soaring growth of prediction markets. My prediction for 2026 is it will be a tough year for prediction markets.My colleagues Sara Germano and Yueqi Yang chronicled the stunning rise of these markets last weekend. They focused on the dramatic growth in sports betting and the tumult this... The best prediction for 2025 would have been predicting the soaring growth of prediction markets....