| Hello, The AI buildout is being decided in the infrastructure layer: the chips that run models, the data centers that house them and the power required to keep everything online. The Information has been inside that story early. Our reporting has shown how Google and Nvidia are considering Intel as a backup chip manufacturer as TSMC capacity tightens, and how Meta’s Rivos acquisition has struggled to accelerate its custom AI chip push. The Information Pro helps subscribers track this buildout more clearly. Alongside our exclusive reporting, Pro gives readers proprietary tools that show where companies are building, who is leading those efforts and what could shape the market next. Our AI Chip Database AI chip companies across training, inference, cost, efficiency and specialization, offering a clearer view of the players competing beyond the biggest names. Subscribe for $749 and save 25% on the first year. For leaders, operators and investors, these stories point to the same reality: AI infrastructure is getting more complex, more specialized and harder to track. Why it matters:
- Chip supply is a strategic risk. AI demand is straining existing manufacturing capacity.
- Custom chips are hard to get right. Meta’s Rivos struggles show talent alone does not guarantee execution.
- Workloads are fragmenting. Training and inference need different architectures.
- Data center capacity is the next constraint. Chips still need power, land and facilities to run at scale.
With The Information’s AI Data Center Database, Pro subscribers can also track the facilities powering the AI boom, including where capacity is being built, which companies are involved and how power demand is shaping the buildout. Together, the databases give subscribers a map of AI infrastructure, from the chips inside the server clusters to the data centers bringing them online. Pro subscribers also get access to our Talent Tracker, The Executives Leading the AI Data Center Race, which highlights 16 leaders emerging as some of the industry’s most important infrastructure operators. Before it's everywhere, it's on The Information. Subscribe today for $999 $749 and save 25% on the first year on your first year for proprietary databases, exclusive reporting and insider analysis on the infrastructure powering the next era of AI.
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