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Charts and Data Library: Look up charts behind Big Tech’s spending spree, Anthropic’s margin squeeze, rising PE acquisitions and more

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Hello,

We recently launched a a searchable archive of every chart, diagram and data visual published in The Information's reporting. To show how it works — and why it matters — here are a few of the charts that illustrate the shifts shaping tech.

Big Tech's Spending Spree

This chart compares estimated cash flow from operations with projected capital expenditures at Amazon, Google, Meta and Microsoft. It shows how AI-related investment is set to consume nearly all of Amazon's operating cash flow this year — and most of it at Google and Meta.



Anthropic's Margin Squeeze

This chart tracks Anthropic's revenue against its paid inference costs, along with its gross margin projections. As the cost of running AI models has climbed, the company has lowered its most optimistic 2025 gross margin outlook from 50% to 40%.



More Acquisitions Than Exits

This chart shows private equity acquisitions of software companies outpacing sales or public listings of PE-backed firms in 2025. Even with tighter IPO markets, dealmaking continues at scale.



Each chart lives on its own page, and is linked directly to the reporting behind it — making it easier to move from data to insight.

To mark the launch of the Charts and Data Library, new subscribers can subscribe for $399 $299 and save 25% on an Annual subscription for the first year of The Information.

If you rely on data to understand where technology and business are headed, this library is designed for you.

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