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Microsoft’s Executive Exodus Foreshadows Business Transition

By Martin Peers · Oct 1, 2026 5:01pm PDT

Is there a fire alarm going off at Microsoft’s headquarters? A slew of Microsoft executives have bolted for the exits in recent weeks, most recently Ryan Roslansky, executive vice president of Office apps, who said Thursday he would leave at the end of this year. A day earlier it was Microsoft Science President Peter Lee’s turn. Both follow a... Is there a fire alarm going off at Microsoft’s headquarters? A slew of Microsoft executives have...

OpenAI CEO Sam Altman on stage at OpenAI's DevDay 2026. Photo by Heather Diehl/Getty Images

Why OpenAI’s DevDay Looked Like Catch-Up

By Stephanie Palazzolo · Sep 30, 2026 7:00am PDT

While the rest of us were distracted by details within Anthropic’s IPO filing and OpenAI’s plans to raise $30 billion in a new round that could value it around $1.4 trillion, app developers on Tuesday flooded to San Francisco’s Fort Mason for OpenAI’s annual developer conference, where it made a flurry of new product and feature... While the rest of us were distracted by details within Anthropic’s IPO filing and OpenAI’s ...

Art via Getty Images; Mike Sullivan

OpenAI Develops Features to Counter Grok Bot, Mulls Response to Meta’s Muse

By Amir Efrati and Stephanie Palazzolo · Sep 21, 2026 7:30am PDT

OpenAI pioneered AI that can take over web browsers and other applications on people’s behalf, and its ChatGPT app brought generative AI to consumers. Now that rivals like SpaceX and Meta are pushing the boundaries by launching personal AI agents that handle multistep tasks, OpenAI is playing catch-up.For instance, OpenAI is developing features... OpenAI pioneered AI that can take over web browsers and other applications on people’s behalf,...

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Why China’s Answer to Surge AI Got a $1 Billion Valuation On Just $30 Million in Orders

By Juro Osawa · Sep 14, 2026 7:16am PDT

Art via Getty Images

Why China’s Answer to Surge AI Got a $1 Billion Valuation On Just $30 Million in Orders

By Juro Osawa · Sep 14, 2026 7:16am PDT

Unless you’ve been under a rock over the weekend, you’d know that the debate about AI safety took a big leap forward, as Anthropic CEO Dario Amodei on Saturday called for leading AI companies to slow the development of advanced AI, drawing supportive responses from OpenAI CEO Sam Altman, Google DeepMind chair Demis Hassabis and SpaceX CEO Elon... Unless you’ve been under a rock over the weekend, you’d know that the debate about AI safety took...

Art: Clark Miller (Photos: Getty Images)

Nvidia’s New Sales Chief, Anthropic’s Mega IPO—and 12 More Things That Matter in Tech This Fall

By The Information Staff · Sep 4, 2026 6:13am PDT

This summer wasn’t exactly uneventful in Silicon Valley: No stretch of time in the ever-changing AI age could possibly be described as such. But with everyone back at their desks, the next few months ahead seem absolutely chockablock with action—most notably, Anthropic’s IPO, with investor expectations high for the long-awaited offering.... This summer wasn’t exactly uneventful in Silicon Valley: No stretch of time in the ever-changing...

Nvidia CEO Jensen Huang and Hugging Face CEO Clément Delangue. Images via Getty Images and YouTube/Face the Nati

Nvidia’s Hugging Face Embrace Burnishes AI Kingmaker Status

By Martin Peers and Phoebe Liu · Sep 3, 2026 5:01pm PDT

Nvidia’s AI chip design rival, Broadcom, may be forecasting rocketing growth. But Nvidia CEO Jensen Huang needn’t worry. He’s deftly parlayed Nvidia’s early AI winnings into what’s likely to be an enduring role as kingmaker in the sector, as he demonstrated by confirming the $12.9 billion purchase of Hugging Face on Thursday, a week after we... Nvidia’s AI chip design rival, Broadcom, may be forecasting rocketing growth. But Nvidia CEO...

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Rogo, Hebbia Revenue Rises as Claude Finance Threat Looms

By Alix Coutures · Sep 3, 2026 7:05am PDT · 1 comment

AI startups that aim to supplant the grunt work of junior bankers, private equity analysts and corporate finance associates have attracted billions of dollars of funding. They also face nagging doubts about whether Anthropic and OpenAI will annihilate them before long. The two most highly valued finance AI startups—Rogo and Hebbia—have been... AI startups that aim to supplant the grunt work of junior bankers, private equity analysts and...

James Sagan, CEO of Architect Capital, on TITV.

OnlyFans Investor Says Company Will ‘Never’ Use AI to Replace Creators

By Jessica E. Lessin · Aug 12, 2026 7:01am PDT · 1 comment

James Sagan, CEO of Architect Capital, on TITV.

OnlyFans Investor Says Company Will ‘Never’ Use AI to Replace Creators

By Jessica E. Lessin · Aug 12, 2026 7:01am PDT · 1 comment

Every AI executive I talk to these days wants to tell me what their models can now do. James Sagan, the low-profile investor who just bought 16% of OnlyFans at a $3 billion valuation, spent most of our interview telling me what his platform is betting AI can't do.In a wide-ranging exclusive interview about the deal, and how he plans to evolve... Every AI executive I talk to these days wants to tell me what their models can now do. James...

Yuki Iwamura/Bloomberg via Getty Images.

How to Analyze CoreWeave’s Mounting Losses

By Martin Peers · Aug 11, 2026 5:01pm PDT · 1 comment

The business of running a fast-growing but young cloud computing firm in the age of AI is not necessarily a profitable one. Take CoreWeave, perhaps the best known of a crop of neoclouds trying to take on the well-established cloud firms. On Tuesday it reported second-quarter earnings showing that revenue rose 112% to $2.575 billion while cash... The business of running a fast-growing but young cloud computing firm in the age of AI is not...

Art by Clark Miller.

Who Needs OpenRouter Most?

By The Information Staff · Jul 23, 2026 10:12am PDT

Using a frontier model to summarize a routine email is like using a supercomputer to calculate a tip. As AI budgets come under strain, businesses are flocking to “model routers”—middleware traffic cops designed to cut costs by directing simple requests to cheap open-source models while reserving expensive AI for complex reasoning. ... Using a frontier model to summarize a routine email is like using a supercomputer to calculate a...

Art by Clark Miller; YouTube

Silicon Valley Unites Against Anthropic Over Chinese AI Restrictions

By Rocket Drew and Amir Efrati · Jul 23, 2026 8:30am PDT · 1 comment

The release of a high-profile Chinese AI model last week has triggered debate in the White House and Silicon Valley over whether to restrict such technology in the U.S. As the White House and U.S. agencies including the Commerce Department investigate whether China-based Moonshot stole American IP and accessed restricted Nvidia chips to develop... The release of a high-profile Chinese AI model last week has triggered debate in the White House...

Art by Clark Miller/Nano Banana.

Anthropic’s Robot Ambition; Nvidia Ramps Up Vera Rubin

By Phoebe Liu, Stephanie Palazzolo and Rocket Drew · Jul 21, 2026 8:01am PDT · 1 comment

Art by Clark Miller/Nano Banana.

Anthropic’s Robot Ambition; Nvidia Ramps Up Vera Rubin

By Phoebe Liu, Stephanie Palazzolo and Rocket Drew · Jul 21, 2026 8:01am PDT · 1 comment

Over the weekend, tech blogger Robert Scoble claimed Anthropic was in the process of acquiring Physical Intelligence, an AI robotics software developer that was most recently in talks to raise capital at a valuation of $11 billion. Scoble’s claim sent X into a frenzy.Scoble may not be right, as Physical Intelligence CEO Karol Hausman denied to... Over the weekend, tech blogger Robert Scoble claimed Anthropic was in the process of acquiring ...

Michael Truell, CEO of Cursor. Photo by Big Event Media/Getty Images.

Cursor Is Reinventing Itself as SpaceX Deal Looms

By Grace Kay · Jul 15, 2026 6:00am PDT · 1 comment

Cursor, the coding startup set to be acquired by SpaceX for $60 billion later this year, has been mapping out a major transformation. Michael Truell, Cursor’s CEO, told staff in a companywide meeting in May that the company aims to become a top-tier AI model developer, according to three people who heard the comments, a shift from its roots of... Cursor, the coding startup set to be acquired by SpaceX for $60 billion later this year, has been...

Images via Getty; art by Mike Sullivan

Are AI Providers Really a Threat to Their Customers?

By Aaron Holmes and Rocket Drew · Jul 14, 2026 2:02pm PDT · 1 comment

Should businesses worry about whether leading AI providers are using their corporate data to develop competing products? The AI providers’ rivals, including the CEOs of Microsoft, Salesforce and Palantir, seem to think soThe real threat is far more subtle, having more to do with the high-level usage data AI providers can collect and a loophole... Should businesses worry about whether leading AI providers are using their corporate data to...

OpenAI researcher Noam Brown. Art by Clark Miller; YouTube.

OpenAI Researcher Says GPT-5.6 is Better at AI Research Than Most Human Interns

By Stephanie Palazzolo · Jul 8, 2026 7:00am PDT

I’m reporting from Seoul, where thousands of AI researchers from around the world have gathered for this year’s International Conference on Machine Learning. One of the most popular spots at the conference is OpenAI’s booth, which has been consistently encircled by a line of young AI PhDs.They’re waiting for the chance to talk to OpenAI... I’m reporting from Seoul, where thousands of AI researchers from around the world have gathered...

Outside Samsung's headquarters in Suwon, South Korea. Getty Images.

Samsung’s Memory-Driven Profit Explosion

By Martin Peers · Jul 7, 2026 5:01pm PDT

Outside Samsung's headquarters in Suwon, South Korea. Getty Images.

Samsung’s Memory-Driven Profit Explosion

By Martin Peers · Jul 7, 2026 5:01pm PDT

Samsung, it seems, deserves a little more respect. The electronics conglomerate may be best known in the U.S. for its TV sets and smartphones, which jostle with the iPhone for attention, but it’s also one of the three biggest makers of memory chips globally (along with Micron Technology and SK Hynix). The explosion of that business, thanks to... Samsung, it seems, deserves a little more respect. The electronics conglomerate may be best known...

Nvidia CEO Jensen Huang. Ian Maule/Bloomberg/Getty.

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions

By Martin Peers · May 20, 2026 5:00pm PDT

Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth for its April quarter, the first in its 2027 fiscal year. Even better, Nvidia forecast 95% growth for the second quarter. Its fiscal 2027 is shaping up to be a firecracker, with sharply faster growth than last year’s still-stellar 66% rate of... Nvidia, wow. The AI chip giant did it again, delivering better than projected 85% revenue growth...

5 Charts That Make Sense of SpaceX’s IPO Numbers

By Cory Weinberg and Valida Pau · May 19, 2026 2:08pm PDT · 1 comment

SpaceX’s initial public offering prospectus will read like a kaleidoscope when it’s unveiled publicly in the coming days. There will be a dazzling mixture of storylines and figures that show huge financial losses, exciting promises, impressive growth and unmet expectations. Information in the prospectus will help investors knit together parts of... SpaceX’s initial public offering prospectus will read like a kaleidoscope when it’s unveiled...

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Cerebras Payday Includes Tiger—And SPVs

By Katie Roof and Julia Hornstein · May 14, 2026 4:20pm PDT

Earlier this morning we published exclusive returns on some of the biggest investors in AI chip designer Cerebras, whose shares surged in their first day of trading. The offering represents welcome cash for investors after they’ve seen initial public offerings get delayed year after year. Tiger Global Management, for instance, bought... Earlier this morning we published exclusive returns on some of the biggest investors in AI...

Art by Clark Miller.

Why Anthropic Costs Are Unpredictable

By Laura Bratton · May 14, 2026 12:08pm PDT · 3 comments

Art by Clark Miller.

Why Anthropic Costs Are Unpredictable

By Laura Bratton · May 14, 2026 12:08pm PDT · 3 comments

Anthropic customers are already feeling pinched by the company’s AI price hikes, Aaron and I reported Wednesday. Making matters harder, Anthropic customers like PagerDuty and ServiceNow—which says it already blew through its full-year budget for Anthropic AI tools—can’t predict what they’ll pay this year.One reason Anthropic costs are tough to... Anthropic customers are already feeling pinched by the company’s AI price hikes, Aaron and I...