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Apple is looking for new ways to strengthen its AI infrastructure. Anthropic is preparing its finances for a potential IPO. And companies across the AI boom are competing for capital, manufacturing capacity and power.
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.
The New York Times’ DealBook prominently flagged Pau’s reporting that Anthropic has discussed adding billions of dollars to its credit line ahead of a potential IPO.
TechCrunch and
Techmeme followed Aaron Holmes’ reporting that
Microsoft is preparing an AI tool to find software bugs on crypto investigations.
Techmeme separately highlighted his exclusive on
leadership changes inside Microsoft’s security organization.
Reuters numerous other outlets followed Aaron Tilley and Valida Pau’s scoop that Apple is searching for AI chip acquisitions to strengthen its server capabilities. CNBC highlighted the reporting on air, and Techmeme featured the story.
Reuters and other outlets followed Valida Pau and Ann Gehan’s reporting that Lancium, a power developer tied to OpenAI’s Stargate project, is in talks to sell a stake as demand for energy-secure data center sites rises.
The Financial Times’ Due Diligence newsletter featured Juro Osawa and Jing Yang’s scoop that Susquehanna is winding down its China venture team amid rising geopolitical tensions. Reuters also followed the reporting.
Bloomberg, Reuters and Techmeme cited Qianer Liu’s scoop that ASML plans to raise equipment prices despite resistance from major customer TSMC.
TechCrunch and Techmeme highlighted Julia Black and Jemima McEvoy’s scoop that nuclear startup Valar Atomics is seeking new funding at a $6 billion valuation after reaching a key power milestone.
Watch: Creative Dealmaking in the Age of AI
Join The Information finance reporter Dakin Campbell tomorrow, Wednesday, July 22, at 12:00 p.m. PT / 3:00 p.m. ET for a subscriber-only conversation with Goldman Sachs’ John Greenwood, Blue Owl’s Matthew A’Hearn and Skadden’s Steven Messina about the new deal structures financing the AI infrastructure boom.
