August’s must-reads: Canva’s AI speed bump, AWS runs short on compute and Nvidia’s open-source bet

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August is revealing how the AI race is increasingly about who controls the capital, compute, policy and strategy behind it.

These were five of The Information’s most-read stories of the month so far—revealing the strategies, breakthroughs and influential players shaping where the industry goes next. Subscribe for $299 and save 25% on the first year.

AWS Tells Engineers to Cut CPU Waste Amid Crunch

The AI boom isn’t just straining supplies of GPUs. AWS engineers are facing days-long waits for CPU capacity, forcing the cloud giant to scrutinize how its own teams use computing resources.

Canva Hits AI Speedbump on Costs, ChatGPT Competition

AI has been a growth driver for Canva—but also a costly one. Rising expenses and competition from ChatGPT contributed to a slower AI rollout and a lower revenue growth forecast.

White House to Host AI Companies to Review AI Framework

The Trump administration is laying out a new framework for overseeing powerful AI models, giving leading AI companies an early look at rules that could shape how their technology is developed and released.

Anthropic’s ‘First Lady’ Took a Winding Road to the Top

Before becoming a key counselor to Anthropic CEO Dario Amodei, Cami Clark founded startups of her own. Our profile traces the unusual path that brought her into the inner circle of one of AI’s most influential companies.

Why Nvidia Is Trying To Develop The World’s Best Open-Source AI Models

Nvidia is building an ambitious new generation of open-source models, betting that better AI software will fuel demand for its chips—even as those models could put it in competition with some of its own customers.

Together, these stories reveal where AI’s next battles are taking shape: inside the companies building it, the investors financing it, the infrastructure powering it and the governments trying to oversee it. Subscribe now and save 25% on the first year of the Information Annual.

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