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March 09, 2026

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AI Agenda, AI Infrastructure and Finance

Hello,

The biggest shifts in tech aren't happening in public press releases. They're unfolding in private memos, boardrooms and data centers.

Our subscriber-only newsletters give you direct access to the reporting that serious operators rely on — from AI breakthroughs and infrastructure battles to the deals financing it all. Subscribe now for $399 $299 and save 25% on the first year.

Here's a closer look at three you don't want to miss.

AI Agenda

By Stephanie Palazzolo and The Information staff

Get exclusive reporting on model innovation, startup momentum and the competitive moves inside Big Tech — minus the hype. Sign up now for a 14-day free trial.

The Loopholes in OpenAI's Pentagon Deal

By Erin Woo


OpenAI's Next AI Model Will Have 'Extreme' Reasoning

By Stephanie Palazzolo


Startup Developing GPS Alternative for Physical AI Earns $1 Billion-Valuation

By Katie Roof



AI Infrastructure

By Anissa Gardizy and Ann Davis Vaughan

AI Infrastructure covers the data centers, energy supply and financing behind the AI boom — and the structural risks emerging beneath it. Sign up now for a 14-day free trial.

What OpenAI's Stargate Issues Could Teach Anthropic

By Anissa Gardizy


Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy


AI Spurs Shockingly Big Plans for Extra-High-Voltage Power Lines

By Ann Davis Vaughan



The Information Finance

By Ken Brown

Follow the deals, valuations and investors shaping tech's future. This newsletter delivers exclusive scoops and sharp analysis on IPOs, M&A, venture capital and the financial strategies fueling AI. Sign up now for a 7-day free trial.

Blue Owl Fouls the Nest for AI Financing

By Ken Brown


Robinhood's Private Startup Fund Could Open the Floodgates

By Cory Weinberg


With AI Finance, It's All in the Timing

By Ken Brown


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