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You never know when the biggest stories in tech and finance will break.

A software shift can start quietly inside small firms. An AI lab’s chip strategy can move before the market catches on. A financing deal or new cloud arrangement can change the economics of the AI boom before it hits your feed.

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Get alerted when our biggest scoops publish, then choose how you want to dig in: read the full story, watch TITV for short video insights from the reporters behind the coverage, listen to articles while you are on the go, or use Deep Research to ask questions and explore AI-powered analysis grounded in The Information’s reporting.

This week, follow the stories everyone in tech and finance will be talking about:

How Small Firms Use Claude to Quit Salesforce

Small businesses are starting to replace traditional software tools with custom AI-built apps, raising new questions about the future of the SaaS stack.

Anthropic in Talks With Samsung to Manufacture Custom AI Chip

Anthropic is exploring a custom chip deal with Samsung as AI labs look for more control over the expensive infrastructure behind their models.

SoftBank, Altimeter, D1 to Invest in Thrive Holdings’ $2 Billion Financing

Thrive Holdings is drawing major investors as it looks to buy services firms and remake them with AI.

Nvidia Says It Will Take a Cut of Some Customers’ Cloud Revenues

Nvidia is testing a new financing model that could reshape how smaller cloud providers pay for the chips powering the AI boom.

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What happens when the AI race gets too expensive for Silicon Valley to fund on its own?

The generative AI boom is creating a new financing machine around the industry’s most valuable asset: chips. As startups burn billions and struggle to secure traditional loans, Wall Street lenders, hardware giants and cloud providers are finding new ways to turn AI infrastructure into collateral.

The result is a fast-growing market of chip-backed debt, SPVs, leasing deals and vendor guarantees. Nvidia, AMD and Broadcom are no longer just selling hardware. They’re helping finance the customers buying it, sometimes by backstopping unused capacity or renting back the very chips they helped put into the market.

We asked Deep Research to map the chip-financing structures reshaping the AI buildout. The report breaks down the key players behind these deals, how the models work and what they could mean for hardware makers, neoclouds and AI labs.

To read the full analysis, you’ll need The Information Pro. Take advantage of a special introductory rate of 25% off your Pro subscription.

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