July 27, 2026
Monday Readout
The stories to start your week
Trying to get up to speed before the week starts? Catch up on the tech and finance stories you need to start the week informed, with The Information’s exclusive reporting and analysis on the companies, deals and shifts shaping the industry.
We reported on how Google is using Wall Street financing techniques to expand sales of its AI chips, why Nvidia shares may be pricing in an overly pessimistic future and how Mercor’s rapid growth depends on the largest AI model makers.
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Key highlights:
- Google is providing billions of dollars in financial backstops to help expand sales of its AI chips.
- Nvidia’s valuation suggests investors expect its AI growth to slow sharply.
- Mercor’s breakout growth rests heavily on the biggest AI labs.
Coming out of the weekend
AI money, markets and culture
Sunday Insights
How Google Is Using Wall Street Financing Techniques to Expand Chip Sales
By Dakin Campbell
True Value
Nvidia Shares Are Priced For Everything To Go Wrong: That Makes No Sense
By Anita Ramaswamy
Events
Wall Street Hunts for Creative AI Financing as ‘Digestion Issues’ Emerge
By The Information Staff
Artificial Intelligence
Crackdown on AI Lovers Ignites Heartbreak in China—and Hopes to Get Them Back
By Henry Siu, Juro Osawa and Jing Yang
What to know from last week
AI growth, chips and IPOs
Exclusive
Mercor’s Fast Growth Relies on Biggest AI Companies, Documents Show
By Cory Weinberg and Julia Hornstein
Exclusive
Anthropic Considers Unusual Plan for Employee Stock Sales After It Goes Public
By Cory Weinberg
Exclusive
Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently
By Erin Woo and Qianer Liu
Exclusive
AlphaSense Tops $700 Million in Annual Recurring Revenue, Takes IPO Steps
By Kevin McLaughlin and Valida Pau
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