Cursor reinvents itself ahead of SpaceX deal, AWS hits a capacity crunch and Microsoft overhauls AI security

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The next phase of the AI race will be decided by more than models. Companies are reworking leadership, pursuing new chip strategies and scrambling for the computing capacity required to scale.

The Information’s reporters are already inside the conversations shaping what comes next, giving subscribers an early view of the decisions that will define the industry. Subscribe for $299 and save 25% on the first year.

Here are four top stories this week that reveal how that competition is unfolding inside some of tech’s most consequential companies.

Cursor Is Reinventing Itself as SpaceX Deal Looms

As its proposed acquisition approaches, Cursor is laying the groundwork for a much broader AI ambition—and navigating the internal uncertainty that comes with it.

Microsoft’s New Security Chief Replaces Top Execs to Force an AI Overhaul

Microsoft’s new security leader is remaking the division’s executive ranks and shifting its priorities as AI changes both cyber threats and the products designed to stop them.

Apple Hunts for AI Chip Acquisitions

Apple’s search for semiconductor deals offers a glimpse into the infrastructure challenges behind its AI ambitions and its plans to rely less on outside providers.

AWS Is Overloaded. These Cloud Startups Are Picking Up the Slack

As AI startups struggle to secure enough affordable computing power from AWS, smaller cloud providers are gaining an opening to win their business.

Together, these stories show an industry racing to control the chips, compute and organizational muscle behind AI’s next era. Subscribe now and save 25% to follow the enterprise AI shift before it becomes obvious to the rest of the market.

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