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AI’s models are only half the story—the race to build the chips, data centers and power to run them is heating up just as fast.
This week, our reporting went inside OpenAI’s Astra model, SpaceX’s data center shakeup, China’s memory-chip breakthrough, the finance AI startups racing Claude, and KKR’s new infrastructure bet.
The Information reports from inside the companies, deals and decisions shaping what comes next—giving subscribers an early view of where the industry is headed. Subscribe for $299 and save 25% on your first year.
Here are five top stories to read this week.
A new technique boosts Astra’s performance—but makes its reasoning harder to monitor, raising alarm inside OpenAI and across the industry.
Elon Musk has reshuffled the team behind SpaceX’s AI data centers, swapping in executives from the company’s rocket and satellite businesses.
China’s top memory-chip maker has taken a step toward closing the gap with Samsung, SK Hynix and Micron.
Two of the most highly valued finance AI startups are growing fast—even as questions mount about whether the AI labs will eventually swallow their market.
KKR’s new AI infrastructure venture has made its first senior hires as it races to acquire and build the data center and power capacity AI cloud customers need.
Together, these stories show how quickly AI is reshaping infrastructure, capital and competition. Subscribe now and save 25% to follow the shifts before they become obvious to the rest of the market.
Our reporting is now easier to access wherever you are with the new The Information app. Get alerts when exclusive stories break, then read, watch, listen or use Deep Research to understand the bigger picture. Available on the App Store and Google Play.
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