Twitch

Twitch is a live-streaming platform owned by Amazon that primarily focuses on video game content, but has expanded to include other areas such as music, creative arts, and talk shows. Twitch faces competition from other live-streaming platforms such as YouTube and Facebook Gaming.

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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
Lists

The Best Video Games of 2025

By Simon Parkin · Dec 27, 2025 6:00am PST · 4 comments
In the early 1980s, while driving his sports car, the game designer Eugene Jarvis was struck by another vehicle that ran a red light. His car did not survive the collision, but Jarvis, mercifully, did—though with a hand injury that temporarily made it impossible for him to press an arcade cabinet’s buttons. Rather than abandon his work,... In the early 1980s, while driving his sports car, the game designer Eugene Jarvis was struck by...
Art by Clark Miller
The Arena

Sports Betting Everywhere: Prediction Markets Explode

By Sara Germano and Yueqi Yang · Dec 20, 2025 6:00am PST · 3 comments
Prediction markets like Kalshi and Polymarket have gained popularity in the U.S. by letting people bet on everything from elections to Oscar winners to weather trends. But over the past year, a substantial portion of their wagers—and in Kalshi’s case the vast majority—have come from sports betting. And now traditional sportsbooks and... Prediction markets like Kalshi and Polymarket have gained popularity in the U.S. by letting...
Ford canceled production of its electric F-150 Lightning. Photo: Getty
Ford Halts Electric F-150 Production, Expands Use of Chinese Technology
By Steve LeVine · Dec 15, 2025 2:38pm PST · 2 comments
Ford canceled production of its electric F-150 Lightning. Photo: Getty

Ford Halts Electric F-150 Production, Expands Use of Chinese Technology

By Steve LeVine · Dec 15, 2025 2:38pm PST · 2 comments
Ford on Monday will halt production of its electric F-150 Lightning pickup after poor sales of the vehicle, and will re-introduce it as a plug-in hybrid that uses an unusual technology to deliver more than 700 miles of range. The company also sharply cut plans to make batteries in the U.S. and, in a move likely to spark controversy in... Ford on Monday will halt production of its electric F-150 Lightning pickup after poor sales of...
Chart by Shane Burke.
True Value

Arista Is the AI Data Center Networking Stock to Watch

By Anita Ramaswamy · Dec 9, 2025 11:06am PST · 5 comments
All the data centers hastily going up around the country for AI need networking pipes and software for moving data around. A few companies specialize in selling the networking gear, but one company, Arista Networks, stands out as undervalued on Wall Street. Arista has a much higher gross margin—64%—than rival Celestica, whose margin... All the data centers hastily going up around the country for AI need networking pipes and...
Aidan Gomez, CEO of Cohere. Chris J. Ratcliffe/Bloomberg via Getty Images
AI Agenda

Cohere CEO Says His Gross Profit Margins Are Great; Takeaways From NeurIPS

By Aaron Holmes and Stephanie Palazzolo · Dec 8, 2025 7:00am PST
Before we get to today’s column, check out this story about last week’s Neural Information Processing Systems conference, where a number of researchers cast doubt on some of today’s most popular techniques for improving AI. Some researchers, including at OpenAI, have ideas for new techniques that could produce better results.Other researchers... Before we get to today’s column, check out this story about last week’s Neural Information...
Nick Turley. Screenshot via YouTube.
Exclusive

The ChatGPT Product Chief Responding to a ‘Code Red’

By Sri Muppidi, Rocket Drew, Jessica E. Lessin and Stephanie Palazzolo · Dec 6, 2025 11:00am PST · 6 comments
OpenAI CEO Sam Altman recently declared a “code red” to galvanize the AI startup’s staff to make bigger improvements to its flagship product, ChatGPT. The success of that push could hinge on Nick Turley, the little-known executive who runs the OpenAI chatbot. Turley, 30 years old, came to OpenAI three years ago after stints at Dropbox and... OpenAI CEO Sam Altman recently declared a “code red” to galvanize the AI startup’s staff to make...
Art by Clark Miller
‘Diamonds and Turds’: How Hock Tan Turned Broadcom Into Nvidia’s Nightmare
By Jemima McEvoy, Qianer Liu and Wayne Ma · Dec 5, 2025 9:02am PST · 9 comments
Art by Clark Miller
The Big Read

‘Diamonds and Turds’: How Hock Tan Turned Broadcom Into Nvidia’s Nightmare

By Jemima McEvoy, Qianer Liu and Wayne Ma · Dec 5, 2025 9:02am PST · 9 comments
Early last year, Broadcom CEO Hock Tan decided to host what he likes to call a “coffee chat” with the employees of VMware, the software giant that the Broadcom CEO had recently purchased for $84 billion. The companywide meeting was Tan’s effort to introduce himself and answer questions from those employees about life at the semiconductor firm. ... Early last year, Broadcom CEO Hock Tan decided to host what he likes to call a “coffee chat” with...
CEO of Anthropic, Dario Amodei. Photo by Michael M. Santiago/Getty Images
AI Agenda

Anthropic’s CEO Says He Doesn’t Do ‘Code Reds’

By Rocket Drew · Dec 4, 2025 7:00am PST · 1 comment
Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York Times Dealbook Summit that “we don’t have to do any code reds.” It was a reference to our report Monday that OpenAI CEO Sam Altman initiated a “code red,” shifting staff to improve ChatGPT and image generation in response to Google’s success with its... Anthropic CEO Dario Amodei on Wednesday threw shade at archrival OpenAI, saying at The New York...
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Exclusive

ByteDance Challenges Alibaba’s Reign in China’s AI Cloud Market

By Juro Osawa · Dec 1, 2025 4:00am PST
ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also becoming known as a major force in cloud computing—so much so that it is now threatening Alibaba Group, long the undisputed king of cloud services in China. In one sign of the intensifying rivalry, executives at Alibaba have started to focus on the... ByteDance is best known in the U.S. as the owner of TikTok. In China, the tech giant is also...
Art by Clark Miller; images courtesy of companies.
Lists

The Information’s 2025 Gift Guide

By The Information Staff · Nov 28, 2025 8:30am PST · 5 comments
Here at The Information, we approach the holidays with the same mindset that guides our reporting on the world’s most powerful people and largest companies throughout the rest of the year. This is all to say: We focus on dispensing nothing but the no-holds-barred truth. So each year, our annual gift guide features only items we know and... Here at The Information, we approach the holidays with the same mindset that guides our reporting...
The Stargate AI data center in Abilene, Tex. in September. Getty Images.
Oracle-Linked Borrowing Binge Worries Lenders
By Miles Kruppa · Nov 25, 2025 6:00am PST
The Stargate AI data center in Abilene, Tex. in September. Getty Images.
Exclusive

Oracle-Linked Borrowing Binge Worries Lenders

By Miles Kruppa · Nov 25, 2025 6:00am PST
Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to become one of OpenAI’s biggest cloud providers, leading to a flood of debt to help build new data centers for the database giant. The volume of borrowing is making some lenders leery. Companies building data centers for Oracle have borrowed at least... Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to...
Art by Clark Miller
The Weekend

Maybe Google Does Win It All

By Abram Brown · Nov 22, 2025 7:00am PST · 2 comments
Welcome, Weekenders! In this newsletter:• The Big Read: Zach Dell’s Texas-size dream • The Arena: Figure skating launches a comeback—with AI• Plus, our Recommendations: “Allison After NXIVM,” “The Finest Hotel in Kabul” and “Bugonia”A horrifying thought has lately been immovable from my mind: Am I gonna have to dump ChatGPT for Gemini?Well,... Welcome, Weekenders! In this newsletter:• The Big Read: Zach Dell’s Texas-size dream • The...
Art by Clark Miller
The Big Read

Why Data Centers Want James Bond–Style Security Consultants

By Jemima McEvoy · Nov 7, 2025 9:00am PST
On a quiet September morning, Alex Leithiser was out in the woods somewhere in the South on a secret mission: to break into a data center. First, he slipped through a small gap in the facility’s barbed wire fence, and as soon as he hit the ground, he switched clothes, pulling a fresh set from a small backpack. With cameras and alarms all over... On a quiet September morning, Alex Leithiser was out in the woods somewhere in the South on a...
On TITV

Vinod Khosla Talks AI, Power and Why Businesses Struggle With New AI Services

By Akash Pasricha · Oct 26, 2025 10:00am PDT · 2 comments
Vinod Khosla thinks companies which say they’re struggling to get a return on their spending on artificial-intelligence services may be doing it wrong. In an interview with The Information’s TITV this past week, he said “most enterprises who are executing AI are doing it with their people who are not qualified to execute.” In contrast, when... Vinod Khosla thinks companies which say they’re struggling to get a return on their spending on...
Art by Clark Miller
Our Smart Bed Future May Be a Nightmare
By Abram Brown · Oct 25, 2025 7:04am PDT
Art by Clark Miller
The Weekend

Our Smart Bed Future May Be a Nightmare

By Abram Brown · Oct 25, 2025 7:04am PDT
Welcome, Weekenders!Quickly, a programming note: The Briefing, the newsletter written by my colleague Martin Peers, is shifting to an altered schedule, and starting tomorrow, it’ll appear Sunday through Thursday. Martin on a Sunday evening—what a treat! Among other topics, he’ll be applying his inimitable powers of explanation to previewing tech... Welcome, Weekenders!Quickly, a programming note: The Briefing, the newsletter written by my...
Pro subscription required icon Pro subscription required icon Art by Clark Miller
Deep Research

Why OpenAI Just Declared War on Google’s $100 Billion Search Moat

By The Information Staff · Oct 22, 2025 1:09pm PDT · 1 comment
OpenAI has launched a direct strategic assault on Google’s advertising empire by introducing its new AI browser, ChatGPT Atlas. This is a high-stakes move that positions the AI model as the ultimate user interface for all web activity, aiming to entirely bypass the traditional search page where Google makes its money. This aggressive move forces... OpenAI has launched a direct strategic assault on Google’s advertising empire by introducing its...