Oracle

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Sam Altman, left, and Andrew Jassy. Photos by Getty Images, AP.

What Amazon and Microsoft Will Win or Lose From OpenAI’s New Deals

By Aaron Holmes, Catherine Perloff, Stephanie Palazzolo, Anissa Gardizy, Valida Pau and Shane Burke · Feb 27, 2026 10:38am PST · 2 comments
OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching... OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of...
From left: Meta CEO Mark Zuckerberg, Nvidia CEO Jensen Huang, Google CEO Sundar Pichai via Getty
Exclusive

Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry

By Amir Efrati and Anissa Gardizy · Feb 26, 2026 3:14pm PST
Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks. The multi-year deal is worth billions of dollars, said a person who was briefed about it. Meta has also been talking to Google about buying TPUs for its data centers as... Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing...
Pro subscription required icon Pro subscription required icon Artwork by Clark Miller
Deep Research

From Vision to Constraints: The Lessons of OpenAI’s Stargate Buildout

By The Information Staff · Feb 25, 2026 1:49pm PST · 1 comment
OpenAI’s ambitions to build some of the world’s largest AI data centers have evolved significantly over the past two years, offering a revealing look at how difficult it is to translate demand for compute into physical infrastructure. Shifts in partners, scope and timelines highlight the financial and operational trade-offs that come with... OpenAI’s ambitions to build some of the world’s largest AI data centers have evolved...
Photo by Kyle Grillot/Getty Images
What OpenAI’s Stargate Issues Could Teach Anthropic
By Anissa Gardizy · Feb 23, 2026 8:00am PST
Photo by Kyle Grillot/Getty Images
AI Infrastructure

What OpenAI’s Stargate Issues Could Teach Anthropic

By Anissa Gardizy · Feb 23, 2026 8:00am PST
Over the past year, the running joke in the data center industry—even inside OpenAI—has been that the $500 billion Stargate initiative was less of a master plan than a “vibe.”My reporting this weekend showed how little Stargate resembles the $500 billion effort touted at a White House event just over a year ago. Stargate now has no staff, nor... Over the past year, the running joke in the data center industry—even inside OpenAI—has been that...
Art by Clark Miller
Exclusive

Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled

By Anissa Gardizy · Feb 22, 2026 11:00am PST · 4 comments
When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged with developing it promised to move with lightning speed, spending $100 billion almost immediately to start building 10 gigawatts of computing capacity. More than a year later, the Stargate joint venture has not... When President Donald Trump announced the $500 billion Stargate AI data center project in January...
OpenAI CEO Sam Altman. Prakash Singh/Getty Images.
Exclusive

OpenAI Boosts Revenue Forecasts, Predicts $111 Billion More Cash Burn Through 2030

By Sri Muppidi and Stephanie Palazzolo · Feb 20, 2026 2:44pm PST · 1 comment
OpenAI recently hiked its revenue outlook for the next five years, predicting that it would generate about 27% more than previously forecast from sales of its ChatGPT subscriptions, AI models, and newer business lines such as advertising and hardware, according to financial forecasts. But it warned it will burn more than twice as much cash... OpenAI recently hiked its revenue outlook for the next five years, predicting that it would...
Art by Mike Sullivan

Meet 16 Data Center Executives Leading the AI Buildout

By Anissa Gardizy · Feb 18, 2026 6:00am PST
The battle for AI talent is no longer just about landing the best AI researcher. People with experience developing giant AI data centers suddenly are among the most sought-after professionals in tech right now. While an array of big tech firms and other developers is committing billions to data centers for AI, few people have designed and built... The battle for AI talent is no longer just about landing the best AI researcher. People with...
Comedian Charlie Berens. Screenshots via YouTube.
No Joke: How Data Center Wars Distract From Real Solutions
By Ann Davis Vaughan · Feb 16, 2026 8:00am PST · 1 comment
Comedian Charlie Berens. Screenshots via YouTube.
AI Infrastructure

No Joke: How Data Center Wars Distract From Real Solutions

By Ann Davis Vaughan · Feb 16, 2026 8:00am PST · 1 comment
(An earlier version of this newsletter inadvertently omitted several paragraphs)Charlie Berens is a Wisconsin comedian beloved for wickedly funny, and until recently apolitical, satires of “Midwest Nice” culture. He’s now become Public Enemy No. 1 to data center developers and AI model makers. Berens is on a crusade to block data centers,... (An earlier version of this newsletter inadvertently omitted several paragraphs)Charlie Berens is...
Grafana Labs CEO Raj Dutt. Screenshot via YouTube
Exclusive

Grafana Labs in Talk to Raise at $9 Billion Valuation

By Katie Roof and Cory Weinberg · Feb 13, 2026 1:22pm PST
Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the matter said. That’s up from $6.6 billion in a 2024 funding round. The funding talks follow Grafana’s growth in annual recurring revenue, which hit... Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending,...
Art by Clark Miller (photo: Getty Images)
The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST · 1 comment
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...
Pro subscription required icon Pro subscription required icon Artwork by Clark Miller
Deep Research

Who Can Afford the AI Buildout? Follow the Balance Sheets

By The Information Staff · Feb 12, 2026 12:39pm PST · 1 comment
The soaring cost and operational risk of building AI infrastructure—especially as companies race to deploy next-generation Nvidia chips—are driving a clear split in how the industry finances growth. Tech incumbents like Microsoft and Google are leaning on scale, credit strength and partnerships to spread risk, while challengers such... The soaring cost and operational risk of building AI infrastructure—especially as companies...
Art via Mike Sullivan
A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce
By Aaron Holmes and Kevin McLaughlin · Feb 12, 2026 6:00am PST · 2 comments
Art via Mike Sullivan

A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce

By Aaron Holmes and Kevin McLaughlin · Feb 12, 2026 6:00am PST · 2 comments
Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products that could undermine existing enterprise software firms, the software incumbents are trying to catch up. Companies ranging from Microsoft to ServiceNow and Snowflake have come out with products designed to help customers develop AI agents, sometimes... Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products...
Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen
AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST
Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...
Sunday Insights

How Capex Ramp Up Will Squeeze Google, Amazon, Meta

By Martin Peers · Feb 7, 2026 10:00am PST · 3 comments
Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some difficult choices, such as whether to end stock buybacks or borrow more money. The good news is that the big tech companies have the capacity to... Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out...
Nvidia CEO Jensen Huang holds a Grace Blackwell NVLink72 at CES 2025. Photo by Patrick T. Fallon/Getty Images

How Nvidia and Big Customers Finally Conquered Blackwell ‘Challenges’

By Qianer Liu, Anissa Gardizy and Wayne Ma · Feb 6, 2026 6:00am PST · 1 comment
A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier generation of AI server chips to a newer one, known as Blackwell, was “challenging” for the company’s customers because of the chips’ greater complexity. “The chassis, the architecture of the system, the hardware, the power delivery, all of that had to... A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier...
Amazon CEO Andy Jassy. Michael M. Santiago/Getty Images.
Amazon’s Cloud Liftoff
By Martin Peers · Feb 5, 2026 5:00pm PST
Amazon CEO Andy Jassy. Michael M. Santiago/Getty Images.
The Briefing

Amazon’s Cloud Liftoff

By Martin Peers · Feb 5, 2026 5:00pm PST
Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting plans to double its capital expenditures to around $180 billion, Amazon went one better by announcing it plans to lay out $200 billion on capex this year, 56% higher than what it spent in 2025. Investors were just as unimpressed as they had been... Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting...
Art by Mike Sullivan
The Information Finance

Why Big Tech Companies Are Racing to Fund OpenAI

By Ken Brown · Feb 4, 2026 8:01am PST · 3 comments
Nvidia could invest around $30 billion, Amazon is down for at least $20 billion and Microsoft is looking at $10 billion as part of a $100 billion fundraising for OpenAI. SoftBank will bring the AI company closer to its goal with an investment worth around $30 billion. My colleague Sri Muppidi reported all of this last week. OpenAI has built... Nvidia could invest around $30 billion, Amazon is down for at least $20 billion and Microsoft is...