July’s must-read: OpenAI’s inference breakthrough, the AI threat to Salesforce and Google’s Frozen chip

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From OpenAI’s efforts to dramatically lower the cost of running its models to small firms using AI to replace traditional software and Google’s bet on a radically more efficient chip, July revealed how quickly the economics of AI are changing.

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

OpenAI Discovers New Way to Cut Inference Costs in Half

New engineering breakthroughs have allowed OpenAI to sharply reduce the computing power needed to run its models—giving it more flexibility on pricing, margins and future growth.

How Small Firms Use Claude to Quit Salesforce

Some smaller companies are using AI coding tools to build their own software, cut six-figure costs and reduce their reliance on platforms such as Salesforce and HubSpot.

China Begins Mass Production of Homegrown DUV Chip Tools

A state-backed Chinese company has begun producing critical chipmaking equipment domestically, marking a milestone in Beijing’s effort to reduce its dependence on foreign semiconductor technology.

Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently

Google is developing a specialized chip designed around its Gemini models—a major bet that could reduce its computing needs and the cost of running AI.

When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’

Meet the behind-the-scenes strategist powerful technology executives and venture firms turn to when legal disputes, corporate conflicts and other sensitive problems become especially complicated.

From the global semiconductor race to the changing economics of AI, these stories offer an inside look at the forces reshaping the technology industry. Subscribe now and save 25% on the first year of the Information Annual.

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