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Software disruption, AI infrastructure spending and the race to fund the buildout: latest Deep Research Reports


June 20, 2026

Deep Research Spotlight

Deep dives into the economics, power shifts and business realities shaping AI

Powered exclusively by nearly 11 years of The Information’s deeply reported journalism, Deep Research is our AI-powered chatbot built to help you move beyond headlines and get trusted answers grounded in the reporting executives, investors and founders rely on to stay ahead.

We used Deep Research to explore how AI is reshaping the economics of tech—from software business models and enterprise adoption to infrastructure spending and investor confidence. The reports below break down the financial realities, competitive threats and strategic bets shaping the next era of AI with our exclusive journalism of more than a decade.

You can use it to:

  • Understand how AI is reshaping software economics and monetization
  • Track the companies positioned to fund—and survive—the AI buildout
  • Analyze where enterprise AI is creating new winners, risks and competitive pressure
  • Connect infrastructure spending, M&A activity and market shifts faster

Before it’s everywhere, it’s in The Information. Subscribe to The Information Pro today for $999 $749 and save 25% on the first year to access these Deep Research Reports, org charts of 60+ companies, updated AI databases and more.

Listen to these deep dives—and every article from The Information—on desktop and mobile web. Stay informed while you multitask.

AI’s New Business Models

Pricing, margins and monetization shifts


The Cost of Building AI

Infrastructure costs and scaling pressure

Enterprise AI

Software incumbents race to adapt

For access to exclusive Pro features—including Deep Research, org charts of 60+ top tech companies, our AI infrastructure databases, The Information’s 2026 Next General Partners list and deeply reported analysis trusted by executives, investors and founders— subscribe to Pro for $749 (save 25%).

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By Ken Brown

Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence.

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