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The data behind AI’s revenue race, software pricing shift and Nvidia reset

The Information has tracked the private financials behind AI’s biggest rivalry for years.  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ 


Hello,

The biggest numbers in tech are getting bigger. But what they mean is becoming harder to read.

The Information’s Charts and Data Library brings together the visuals behind our reporting, helping subscribers quickly spot the shifts taking shape across technology and finance.

Subscribe for $299 and save 25% on your first year to get the reporting and context behind the numbers.

AI revenue surges

AI startups are generating extraordinary revenue, but our Rocketing Revenue chart shows just how concentrated that growth has become.

Software pricing shifts

Salesforce, OpenAI and other software companies are experimenting with new ways to charge for AI, putting pressure on the traditional per-seat model.

Investors rethink Nvidia

Nvidia remains at the center of the AI buildout, but its valuation has fallen sharply from its highs, offering another signal of how investors are reassessing the AI trade.

Big numbers need context

In China, eye-popping tech IPO gains tell a more complicated story than the headline numbers suggest.

And as ChatGPT approaches a major milestone, our chart of its climb toward 1 billion weekly users shows how quickly the competitive landscape is evolving.

Taken together, the charts capture an AI market where growth is accelerating, business models are shifting and investors are becoming more selective.

The Information’s subject specialists are already inside the companies and conversations shaping that shift. Subscribe now and save 25% to follow the exclusive reporting that goes beyond the headlines.


Our reporting is now easier to access wherever you are with the new The Information app, available on the App Store and Google Play.

From The Information Pro

Deep Research

AI Race Upends Big Tech Balance Sheets

For years, Big Tech could grow fast while funding buybacks, dividends and expansion. Now, the AI race is putting that cash-rich model under pressure.

 

Gain access to this report, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro.

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AI Infrastructure

Ann Davis Vaughan

Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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