Spring Forward: What Q1 Reveals About AI and Tech

Hello,

In just one quarter, AI revenue forecasts have surged, cash burn expectations have expanded, and data center ambitions are colliding with real-world limits. Meanwhile, the enterprise AI race is accelerating as OpenAI, Anthropic, and Microsoft reposition.

As you plan for the rest of the year, don't just guess—take stock of what Q1 really signaled.

Spring forward with The Information. Our reporting gives you the insights to make smarter bets, anticipate shifts, and plan 2026 with clarity.

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The Infrastructure Squeeze

Exclusive Inside OpenAI's Scramble to Get Computing Power After Stargate Stalled By Anissa Gardizy

AI Infrastructure The AI Boom Is Now an Energy Boom By Ann Davis Vaughan

AI Infrastructure Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen By Anissa Gardizy

Exclusive Nvidia's Big Ambitions to Solve Manufacturing Shows Slow Returns So Far By Wayne Ma and Juro Osawa

Growth at a Cost

Exclusive OpenAI Scales Back Shopping Plans for ChatGPT By Ann Gehan and Sri Muppidi

Exclusive OpenAI Boosts Revenue Forecasts, Predicts $111 Billion More Cash Burn Through 2030 By Sri Muppidi and Stephanie Palazzolo

Exclusive Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive By Sri Muppidi

Exclusive Thinking Machines Exodus Tests Investor Appetite for a $50 Billion Valuation By Erin Woo and Stephanie Palazzolo

The Enterprise AI Race

A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce By Aaron Holmes and Kevin McLaughlin

Exclusive Microsoft Moves to Respond to New Threats From Anthropic By Aaron Holmes

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