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The Buildout Behind AI Is Shaking Investor Confidence

By The Information Staff · Mar 18, 2026 1:05pm PDT · 1 comment

The buildout required to support next-generation AI is proving far more complex and expensive than many expected. The scramble to secure power and finance large-scale data centers is beginning to influence how investors evaluate the economics of the AI industry. We asked Deep Research to examine how these infrastructure demands are shaping Wall... The buildout required to support next-generation AI is proving far more complex and expensive...

Jensen Huang speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/ Getty Images

Nvidia’s Build-A-Claw Workshop

By Rocket Drew · Mar 18, 2026 9:15am PDT

Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the company’s GTC convention was Nvidia’s “Build-A-Claw” tent, where attendees could try out Nvidia’s newly unveiled NemoClaw, open-source software for creating AI agents based on the popular OpenClaw.Many of the people who stopped by the Build-A-Claw... Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the...

Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty

The Information Finance

Nscale Crashes the Big Leagues of Data Center Developers

By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment

A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front. More recently, Masayoshi Son’s SoftBank, no stranger to big bets, has borrowed its way to the top.This week, though, a new company took the title as riskiest AI firm: Nscale, a company run by a former coal miner that appears to have been independent... A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front....

Art by Mike Sullivan

Apple Cracks Down on ‘Vibe Coding’ Apps

By Stephanie Palazzolo and Aaron Tilley · Mar 18, 2026 6:00am PDT · 1 comment

Art by Mike Sullivan

Apple Cracks Down on ‘Vibe Coding’ Apps

By Stephanie Palazzolo and Aaron Tilley · Mar 18, 2026 6:00am PDT · 1 comment

Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people create games and other applications, from releasing updates to their mobile apps on the App Store unless they make modifications, according to several people with knowledge of the situation. The company confirmed it has told some app developers that... Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people...

Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT

OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...

A photo of the Getty Villa, where the Montgomery Summit held its opening event. Photo courtesy of March Capital.

The AI Worries Keeping Investors Up at Night

By Julia Hornstein · Mar 17, 2026 3:45pm PDT

It’s no surprise that if you bring hundreds of venture capitalists and limited partners together in 2026, most will have bought into AI—literally. So it was interesting to hear what investors gathered in Santa Monica, Calif., last week for March Capital’s annual The Montgomery Summit thought were the AI boom’s weak links. Take Matt... It’s no surprise that if you bring hundreds of venture capitalists and limited partners together...

Palantir CEO Alex Karp via Getty

Palantir Has What OpenAI and Anthropic Want

By Laura Bratton · Mar 17, 2026 12:50pm PDT · 1 comment

Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate white collar tasks and software that helps businesses manage these agents. The two AI developers are even competing to sign up private equity firms to create joint ventures that would sell AI to the PE firms’ portfolio companies, my colleagues... Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate...

Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images

Nvidia Needed Groq After All

By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT

Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images

Nvidia Needed Groq After All

By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT

Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference. The AI craze is palpable here. Humanoid robots offer fist-bumps to conferencegoers, and attendees are buying sweaters with Nvidia CEO Jensen Huang’s face on them. Nebius, a cloud provider that rents out Nvidia graphics processing units, took... Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference....

Illustration: Clark Miller

Fast-Growing Kings League Looks to Conquer America With Lean Approach to Pro Sports

By Simon Parkin · Mar 13, 2026 9:01am PDT

Unlike London’s Wembley Stadium, with its arcing steel crown, or the University of Michigan’s Big House, cavernous and iconic, Barcelona’s Cupra Arena is easy to miss. It occupies a dockside warehouse on the outskirts of the city, unremarkable from the road, if not for the gusts of applause that rattle the corrugated walls. It’s home to the... Unlike London’s Wembley Stadium, with its arcing steel crown, or the University of Michigan’s Big...

Rajeeb Hazra, CEO, Quantinuum. Photo via Getty

The Startups Inching Toward an IPO in a Volatile Market

By Valida Pau · Mar 13, 2026 6:00am PDT · 1 comment

Startups hoping to go public this year will need plenty of grit to get their shares listed. A rout in software stocks over fears AI will make their businesses irrelevant had already poured cold water on many startups’ initial public offering plans. Then the Middle East war made companies even more nervous about testing a volatile stock market.... Startups hoping to go public this year will need plenty of grit to get their shares listed. A...

A man wears a lobster hat that represents OpenClaw at Baidu's headquarters in Beijing. Photo by Adek Berry/ Getty Images)

Nvidia, Startups Race to Make OpenClaw Safer to Use

By Stephanie Palazzolo · Mar 12, 2026 7:00am PDT

Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using personal computers, has been tempered by a number of embarrassing security snafus, such as when OpenClaw started mass-deleting emails from Meta alignment director Summer Yue’s inbox.In China, where developers are arguably even more enthusiastic about... Enthusiasm for OpenClaw, the popular open-source software for powering personal AI agents using...

Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT

Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT

If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has plenty of money to spare, particularly if you’re in business with him in some way. Nvidia’s announcement on Wednesday that it was putting $2 billion into Nebius, a European AI data center developer, was the fourth investment in a business partner... If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has...

Art via Getty Images

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT

The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...

Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.

The Startup Trying a New Trick to Develop AI For Science Discovery

By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT

OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial intelligence that can make new discoveries in fields like medicine, biology and physics. And yet, we’re nowhere close to that. (You might recall this awkward moment from last fall when a ChatGPT-generated math “discovery” was debunked.) The... OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial...

Pony Ma, CEO, of Tencent Holdings. Photo by Justin Chin/ Getty Images

Tencent Joins China’s AI Agent Race With ‘Top-Secret’ WeChat Project

By Qianer Liu and Juro Osawa · Mar 10, 2026 6:00am PDT

Tencent Holdings is secretly building a new AI agent for its hugely popular WeChat messaging app, in hopes of leapfrogging rivals like Alibaba Group and ByteDance in the race to dominate China’s domestic AI market, according to four people familiar with the project. The project could dramatically widen how AI agents, which take actions on... Tencent Holdings is secretly building a new AI agent for its hugely popular WeChat messaging app,...

Airstrikes on an oil depot in Tehran on March 7. Sasan/Middle East Images/AFP via Getty Images.

Iran, IPOs and the Stockmarket

By Martin Peers · Mar 9, 2026 5:00pm PDT

Airstrikes on an oil depot in Tehran on March 7. Sasan/Middle East Images/AFP via Getty Images.

Iran, IPOs and the Stockmarket

By Martin Peers · Mar 9, 2026 5:00pm PDT

It’s a good thing SpaceX is thinking of June for its upcoming IPO. There has to be a decent chance the current Iran war has ended by then, restoring some stability to the market. Then again, these hostilities could easily spread. Not only is the IPO market not necessarily safe, but there’s a cloud of uncertainty now hanging over the economy and... It’s a good thing SpaceX is thinking of June for its upcoming IPO. There has to be a decent...

Pete Hegseth, left, and Dario Amodei. Photos by Getty.

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT

Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...

Artwork by Clark Miller

OpenAI or Hegseth: Who Sets the AI Rules?

By The Information Staff · Mar 5, 2026 12:27pm PST · 1 comment

Recent actions involving the U.S. Department of Defense, Anthropic and OpenAI highlight a shift in how advanced AI systems intersect with national security policy. Government scrutiny and contracting decisions are beginning to shape not only how companies define acceptable uses of their models, but also how they position themselves in relation... Recent actions involving the U.S. Department of Defense, Anthropic and OpenAI highlight a shift...