Hello,
The AI boom is creating an increasingly urgent set of challenges: Companies need more computing power, but they also need to make that infrastructure faster, cheaper and easier to build.
These shifts often look obvious only after the market catches up. The Information’s reporters see them earlier because they are deeply sourced inside the executive teams, investment firms and boardrooms where strategy takes shape. Subscribe now and save 25% off your Annual subscription for $399 $299.
Reuters Bloomberg and CNBC followed Erin Woo and Qianer Liu’s scoop that Google is developing a new chip designed to run its Gemini models far more efficiently. The reporting was credited with helping lift Alphabet shares 3%.
Morgan Stanley sent investors a note on Aaron Tilley and Valida Pau’s reporting that
Apple is searching for AI chip acquisitions as it looks to strengthen its server capabilities and reduce its reliance on Nvidia.
CNBC aired a segment based on Ann Davis’ reporting that Oracle’s proposed AI supercampus is facing multibillion-dollar cost surprises as the company searches for a viable way to power the project.
Reuters and Data Center Dynamics followed Grace Kay’s scoop that SpaceXAI is exploring a major data center expansion in Texas. The reporting also prompted a research note from Wedbush.
TechCrunch picked up Stephanie Palazzolo’s reporting that Anthropic and robotics developer Physical Intelligence held early acquisition talks—offering a glimpse into how Anthropic is thinking about the next frontier of AI.
Artificial Confidence analyzed Cathy Gao’s scoop that Anthropic renegotiated its Amazon agreement around tokens rather than computing hours, a change that could raise Amazon’s costs and reshape the companies’ relationship.
The Wall Street Journal cited The Information’s scoop that OpenRouter has attracted multibillion-dollar takeover interest as its platform becomes increasingly important to developers managing AI models and costs.
Before these developments became part of the broader industry conversation, The Information was already reporting from inside them. Subscribe and save 25% off your Annual subscription for $399 $299 for the first year.
Our reporting is now easier to access wherever you are with the new The Information app. Get alerts when exclusive stories break, then read, watch, listen or use Deep Research to understand the bigger picture. Available on the App Store and Google Play.
