Venture Capital

The Information's in-depth reporting about the venture capital industry includes coverage of the major firms in the space, such as Sequoia, Tiger Global Management, and Andreessen Horowitz. Our team breaks the news about major funding deals, firm strategies and more.

Recent Articles about Venture Capital
Giga Energy cofounders Brent Whitehead and Matt Lohstroh. Photo courtesy of Giga.
AI Agenda

Meet Giga, a AI Data Center Developer That Has Barely Raised Capital

By Stephanie Palazzolo · Mar 19, 2026 7:00am PDT
Startups developing data centers to power AI are among the most capital-hungry businesses around right now. Many are raising billions of dollars in equity and debt to build complicated facilities.There are few like Houston-based Giga Energy, however. Founded in 2019 by two Texas A&M juniors studying finance and industrial distribution, Giga... Startups developing data centers to power AI are among the most capital-hungry businesses around...
Melanie Perkins, Canva co-founder and CEO. Alisha Jucevic/Getty Images.
True Value

Why Canva Was Smart to Hold Off on an IPO

By Anita Ramaswamy · Mar 19, 2026 6:00am PDT · 1 comment
A couple of years ago, design software firm Canva was one of the hot startups to watch, on everyone’s list of IPO candidates. But it sat out last year’s IPO class and now finds itself in an awkward spot. Not only is software out of favor with investors, who fret about how AI will disrupt it, but giant offerings coming from SpaceX, OpenAI and... A couple of years ago, design software firm Canva was one of the hot startups to watch, on...
Fal AI Co-Founder Burkay Gur. Getty Images.
Exclusive

Video Hosting Startup Fal in Funding Talks at $8 Billion Valuation

By Katie Roof · Mar 18, 2026 9:52pm PDT · 1 comment
Fal, a fast-growing cloud service for accessing and storing AI models that generate images, video, and audio, is in talks to raise $300 million to $350 million, according to a person with direct knowledge of the fundraise. The deal, which would nearly double the company’s paper valuation to around $8 billion from a financing three months ago,... Fal, a fast-growing cloud service for accessing and storing AI models that generate images,...
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
Jensen Huang speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/ Getty Images
AI Agenda

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

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...
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Palantir CEO Alex Karp via Getty
Applied AI

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
AI Agenda

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....
Art by Mike Sullivan
War Doesn’t Belong to U.S. Weapons Startups Yet
By Cory Weinberg · Mar 16, 2026 10:10am PDT
Art by Mike Sullivan
Reporter's Notebook

War Doesn’t Belong to U.S. Weapons Startups Yet

By Cory Weinberg · Mar 16, 2026 10:10am PDT
War focuses attention on the present. That was very clear from a week’s worth of conversations in Washington with leaders at defense tech startups, traditional military contractors and people close to the Pentagon. Until the U.S. and Israel attacked Iran, buzz was building around startups such as Anduril and Saronic that promised to deliver... War focuses attention on the present. That was very clear from a week’s worth of conversations in...
Elon Musk, left, and Sam Altman. Photos by Getty Images.
AI Agenda

What OpenAI Could Owe Elon Musk; An xAI Hiring Spree

By Rocket Drew · Mar 16, 2026 7:15am PDT
Yvonne Gonzalez Rogers, the judge hearing Elon Musk’s lawsuit against OpenAI, has shown herself in other high profile tech cases—such as Epic Games’ lawsuit against Apple—to be unafraid to skewer arguments or testimony from witnesses in her courtroom.That was clear on Friday, in a hearing in the OpenAI case to determine whether an economist Musk... Yvonne Gonzalez Rogers, the judge hearing Elon Musk’s lawsuit against OpenAI, has shown herself...
Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

What to Expect From GTC: Nvidia’s Groq Chip

By Qianer Liu and Anissa Gardizy · Mar 15, 2026 3:00pm PDT
It’s party time in San Jose, Calif.! Nvidia on Monday kicks off its annual GTC developer conference in the city, the biggest event on the chip giant’s calendar—which, given the number of public events featuring its CEO, Jensen Huang, is saying something. Huang is scheduled to deliver his keynote tomorrow morning, and it is sure to be a... It’s party time in San Jose, Calif.! Nvidia on Monday kicks off its annual GTC developer...
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Getty Images
Exclusive

Ex-Anthropic Researchers Are Raising Capital For New Startup at $1 Billion Valuation

By Julia Hornstein, Anissa Gardizy and Sri Muppidi · Mar 13, 2026 12:54pm PDT · 1 comment
Former Anthropic researchers are in talks to raise $175 million at a $1 billion valuation for a new startup that aims to conduct AI-driven research and development for scientific fields such as biology and materials science, according to people who have spoken to them. Andreesseen Horowitz and Kleiner Perkins are in talks to co-lead the round,... Former Anthropic researchers are in talks to raise $175 million at a $1 billion valuation for a...
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
Illustration: Clark Miller
The Big Read

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
Exclusive

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...
Assaf Rappaport, co-founder and CEO of Wiz. David Paul Morris/Bloomberg via Getty Images.
Dealmaker

Google-Wiz Completion Could Greenlight More Tech M&A

By Katie Roof · Mar 12, 2026 4:00pm PDT
Google completed its $32 billion purchase of Wiz this week, finalizing a real windfall for those who invested in the cybersecurity startup. But even the tech investors who missed out on backing Wiz stand to benefit.After many years of regulatory challenges from the U.S. and abroad, the ability for a big tech company to complete a mega deal... Google completed its $32 billion purchase of Wiz this week, finalizing a real windfall for those...
Andrew Milich (left) and Jason Ginsberg (right). Screenshots via YouTube/Linkedin.
Exclusive

XAI Hires Two Senior Leaders From Cursor to Catch Up on Coding

By Erin Woo and Theo Wayt · Mar 12, 2026 12:31pm PDT · 3 comments
Elon Musk’s xAI is hiring two senior Cursor leaders as part of an effort to catch up with AI rivals in coding, according to a person with direct knowledge of the move. The pair, Andrew Milich and Jason Ginsberg, will both report to Musk, the person said. The move follows a string of high-level departures at xAI, including the majority of its... Elon Musk’s xAI is hiring two senior Cursor leaders as part of an effort to catch up with AI...
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
A man wears a lobster hat that represents OpenClaw at Baidu's headquarters in Beijing. Photo by Adek Berry/ Getty Images)
AI Agenda

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...
Art via Getty Images
AI Agenda

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...