Oracle

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Exclusive

Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

By Wayne Ma and Juro Osawa · Jan 5, 2026 6:00am PST · 3 comments
In the past two years, Nvidia’s business of selling chips for AI has rocketed into the stratosphere, lifting the company’s revenue to nearly $148 billion in the nine months through October, up from $27.5 billion for the same period in 2023. But CEO Jensen Huang isn’t satisfied. Perpetually worried about threats to his business, Huang has been... In the past two years, Nvidia’s business of selling chips for AI has rocketed into the...
CES 2025. Getty Images.
The Briefing

CES Kicks Off 2026 for Tech Sector

By Martin Peers · Jan 4, 2026 3:00pm PST
There’s no rest for the AI obsessed. Nvidia CEO Jensen Huang kicks off the new year with an appearance at the Consumer Electronics Show in Las Vegas on Monday, where he’s scheduled to speak on Monday. Huang appears so often at events like this that it’s hard to imagine he’ll have much new to say, but you never know. After all, there’s a lot... There’s no rest for the AI obsessed. Nvidia CEO Jensen Huang kicks off the new year with an...
Art by Clark Miller (photo: Getty Images)
The Weekend

AI and the Ro Khanna Trap

By Abram Brown · Jan 3, 2026 7:00am PST
Welcome, Weekenders! In this newsletter:• Predictions 2026: Sutskever’s fate, OpenAI’s next acquisition, the next hit robot—and 12 more things we think will happen in 2026• The Arena: Sportswear brands face an inflection point• Plus, Recommendations—our weekly pop culture picks: “Fela Kuti: Fear No Man,” “The Breath of the Gods” and “Wake Up... Welcome, Weekenders! In this newsletter:• Predictions 2026: Sutskever’s fate, OpenAI’s next...
Art by Clark Miller; Getty Images, Blue Origin.
Sutskever’s Fate, OpenAI’s Next Deal, A Hit Robot—and 13 Other Predictions for 2026
By The Information Staff · Jan 2, 2026 9:00am PST · 13 comments
Art by Clark Miller; Getty Images, Blue Origin.
Predictions

Sutskever’s Fate, OpenAI’s Next Deal, A Hit Robot—and 13 Other Predictions for 2026

By The Information Staff · Jan 2, 2026 9:00am PST · 13 comments
No one in Silicon Valley gets wealthy or powerful by dwelling on the past. Rather, the brightest minds within tech often outshine the competition by obsessing about the future. We like to get in on the game too. In keeping with annual tradition, we’re publishing below our best educated guesses on what’ll happen in 2026: what Microsoft buys, what... No one in Silicon Valley gets wealthy or powerful by dwelling on the past. Rather, the brightest...
Art by Clark Miller (photo: Getty Images)
Predictions

2026 Predictions: Microsoft Will Buy an AI Coding Startup

By Aaron Holmes · Jan 2, 2026 6:00am PST · 1 comment
Two years ago, Microsoft dominated the market for AI coding tools, which automatically generate code for developers. That’s because it got early access to OpenAI’s models through its partnership with the startup, and at the time, Microsoft led the pack in code generation. As a result, Microsoft moved quickly to launch GitHub Copilot as the... Two years ago, Microsoft dominated the market for AI coding tools, which automatically generate...
Art by Clark Miller.
Lists

Our 20 Most Popular Stories of 2025

By The Information Staff · Jan 1, 2026 9:00am PST · 2 comments
Happy New Year! It’s the perfect time for a refresh on what’s been top of mind for The Information’s readers—and the early trends and open questions worth keeping tabs on in 2026. In 2025, our most popular stories revealed growing cracks in the artificial intelligence boom and pinpointed challenges facing the most dominant AI companies.... Happy New Year! It’s the perfect time for a refresh on what’s been top of mind for The...
Art by Clark Miller
Predictions

2026 Predictions: Tesla Will Acquire xAI

By Theo Wayt · Jan 1, 2026 6:00am PST · 4 comments
As almost everyone in Silicon Valley has found out lately, creating AI is a money drain, and many of the biggest startups eager to do so aren’t profitable. That’s true even for the AI business run by the world’s richest man, and that’s why I expect Elon Musk will take a drastic step next year to keep the money flowing to xAI: by selling to the... As almost everyone in Silicon Valley has found out lately, creating AI is a money drain, and many...
Getty Images
2025’s Best Performing Tech Stocks
By Martin Peers · Dec 31, 2025 2:00pm PST
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The Briefing

2025’s Best Performing Tech Stocks

By Martin Peers · Dec 31, 2025 2:00pm PST
Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers for those little memory cards or USB drives, was one of the best performing tech stocks of 2025—gaining 559% since February, when it was spun out of Western Digital to be a standalone company. By comparison, the best performing of the big tech names,... Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers...
Art by Clark Miller (photo: Getty Images)
Predictions

2026 Predictions: Cash-Strapped Oracle Issues Chip-Backed Debt

By Miles Kruppa · Dec 31, 2025 11:24am PST · 4 comments
Oracle has a real problem: It’s committed to building huge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company has been able to defray the upfront costs of constructing the data center’s physical buildings, but it will soon need to fill those structures with Nvidia chips to power... Oracle has a real problem: It’s committed to building huge chip-filled data...
Liao Pan/CNS/VCG via Getty Images.
The Information Finance

Get Ready for a New Year and Brace for a Very Different One

By Ken Brown · Dec 31, 2025 8:20am PST
For an eventful year, 2025 is ending the same way it started. A year ago, Nvidia, OpenAI and others made it clear they would do everything necessary to win the race for artificial intelligence.The year ended with the same companies doing the same thing. Nvidia capped off a year of dealmaking—mostly to cement its lead in AI chips by agreeing to... For an eventful year, 2025 is ending the same way it started. A year ago, Nvidia, OpenAI and...
The Information Finance Newsletter
Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence.
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Sunday Insights

OpenAI, Meta and Their AI Rivals Ramp Up Turf Wars and Partnerships, in Three Charts

By Amir Efrati · Dec 28, 2025 8:00am PST · 4 comments
You can call 2025 the year of the robot, at least for the major AI companies. While companies such as Anthropic, Meta and xAI filled out their AI hardware and software lineups, nearly everyone started to work on technology for humanoid robots. The shift to robots says as much about the current competitive landscape in AI as it does about the... You can call 2025 the year of the robot, at least for the major AI companies. While companies...
Salesforce CEO Marc Benioff via Getty, art by Clark Miller
Why Our Story on Salesforce’s Declining Trust in LLMs Hit a Nerve
By Amir Efrati · Dec 23, 2025 11:04am PST · 4 comments
Salesforce CEO Marc Benioff via Getty, art by Clark Miller
Applied AI

Why Our Story on Salesforce’s Declining Trust in LLMs Hit a Nerve

By Amir Efrati · Dec 23, 2025 11:04am PST · 4 comments
On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of large language models struck a major nerve, as have our other in-depth articles about Salesforce AI challenges this year.Business people saw the piece as further evidence that marketing of generative AI got ahead of what the technology could actually... On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of...
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AI Infrastructure

Why Data Centers Are Falling Behind Schedule; Jensen Huang’s Power Summit

By Anissa Gardizy · Dec 22, 2025 9:24am PST · 1 comment
You’re about to start hearing a lot about data center delays. In fact, executives and investors I’ve been speaking with expect this will be one of the defining themes of 2026, as delays separate world-class operators from the rest of the pack. But to understand what this will actually mean for the artificial intelligence buildout, it helps... You’re about to start hearing a lot about data center delays. In fact, executives and investors I...
Art by Mike Sullivan
AI Agenda

OpenAI’s ChatGPT Problem

By Stephanie Palazzolo · Dec 18, 2025 7:00am PST
OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its money: ChatGPT.In this story that Sri, Amir and I published this morning, we revealed that over the past year OpenAI staffers had noticed that improvements to the company’s models weren’t necessarily lifting ChatGPT usage. Their quandary is that... OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its...
Andy Jassy, CEO of Amazon. Getty Images.
The Briefing

OpenAI's Funding Advantage Over Rivals Grows

By Martin Peers · Dec 17, 2025 5:00pm PST
Talk about an endorsement! For all the talk about OpenAI falling behind Google, the ChatGPT maker doesn’t seem to be having any problems attracting big backers. Last week it was Disney, putting in $1 billion, and soon it’s likely to be Amazon, judging from The Information’s scoop on Tuesday night that Amazon was in talks to invest more than $10... Talk about an endorsement! For all the talk about OpenAI falling behind Google, the ChatGPT maker...