Exclusive: How Microsoft and OpenAI Went NonexclusiveSave 25% and learn more

The Information
Sign inSubscribe

    Data Tools

    • About Pro
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List
    • Org Charts
    • Sports Tech Owners Database
    • The Information 50 2024
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Cloud Database
    • Creator Economy Database
    • Creator Startup Takeover List
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Sports Rights Database
    • Tesla Diaspora Database
    • Gigafactory Database
    • Pro Newsletter

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
    • Kids and Technology Survey
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Events
  • TITV
    • Directory

      Search, find and engage with others who are serious about tech and business.

    • Forum

      Follow and be a part of discussions about tech, finance and media.

    • Brand Partnerships

      Premium advertising opportunities for brands

    • Group Subscriptions

      Team access to our exclusive tech news

    • Newsletters

      Journalists who break and shape the news, in your inbox

    • Video

      Catch up on conversations with global leaders in tech, media and finance

    • Partner Content

      Explore our recent partner collaborations

      XFacebookLinkedInThreadsInstagram
    • Help & Support
    • RSS Feed
    • Careers
  • About Pro
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List
  • Org Charts
  • Sports Tech Owners Database
  • The Information 50 2024
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Cloud Database
  • Creator Economy Database
  • Creator Startup Takeover List
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Sports Rights Database
  • Tesla Diaspora Database
  • Gigafactory Database
  • Pro Newsletter

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
  • Kids and Technology Survey
Deep Research
TITV
Tech
Finance
Weekend
Events
Newsletters
  • Directory

    Search, find and engage with others who are serious about tech and business.

  • Forum

    Follow and be a part of discussions about tech, finance and media.

  • Brand Partnerships

    Premium advertising opportunities for brands

  • Group Subscriptions

    Team access to our exclusive tech news

  • Newsletters

    Journalists who break and shape the news, in your inbox

  • Video

    Catch up on conversations with global leaders in tech, media and finance

  • Partner Content

    Explore our recent partner collaborations

Subscribe
  • Sign in
  • Search
  • Opinion
  • Venture Capital
  • Artificial Intelligence
  • Startups
  • Market Research
    XFacebookLinkedInThreadsInstagram
  • Help & Support
  • RSS Feed
  • Careers

Answer tough business questions, faster than ever. Ask

Latest
Most popular
Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia ChipsExclusive

Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips

Oracle on Thursday sought to reassure investors that its business of renting out servers packed with Nvidia chips to OpenAI, Meta and other artificial intelligence developers will become far more profitable as revenue surges. Oracle co-CEO Clay Magouyrk told financial analysts Thursday that the company’s AI data center business, which is mostly made up of rentals of Nvidia graphics processing units, will eventually generate a gross profit margin of 30% to 40%. The Information last week...

By
Anissa Gardizy

XAI’s Unusual Dealmaking to Fund Musk’s Colossus 2

By
Theo Wayt
and
Miles Kruppa
Exclusive

Why Microsoft Let OpenAI Play the Field

By
Aaron Holmes
4
The Briefing

Oracle’s Hypergrowth Forecasts

By
Martin Peers
Dealmaker

Bessemer Bets on War Worries in Europe

By
Cory Weinberg

Oracle Raises AI Cloud Revenue Projection, Struggles to Profit From Older Nvidia Chips

The company said it will lose money in a "ramp up" period before generating revenue from cloud customers.

Brazilian Fintech CloudWalk Hits $1.2 Billion Annualized Revenue

The company, backed by DST Global and Coatue Management, recently completed a tender offer valuing it at $3 billion.
Applied AI

What We Learned From Salesforce’s Dreamforce; Using OpenAI and Anthropic For Different Tasks

By
Kevin McLaughlin
and
Jing Yang

We didn’t build a better AI.We just built one with over a decade of The Information behind it.Deep Research is here.Try it now with Pro.

Exclusive: CoreWeave Hires Ex-AWS Executive as Chief Revenue Officer

The Information first reported Jones’ departure from AWS last month.

Ron Conway Criticizes Benioff’s Trump Support, Quits Salesforce Nonprofit

‘I now barely recognize the person I have so long admired,’ the investor wrote in an email to the Salesforce CEO.
AI Agenda

OpenAI’s Growing Ecosystem Play

By
Stephanie Palazzolo

Deel’s Valuation Rises to $17 Billion in $300m Fundraise

Human resources and payroll startup Deel has raised $300 million at a $17.3 billion valuation.

Microsoft Adds New AI Tools to Windows

The new push comes as Microsoft aims to convince more consumers to use its AI Copilot features.

Featured Newsletters

View all
Five times/week

The Briefing

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Two times/week

Dealmaker

Reporters Cory Weinberg and Natasha Mascarenhas tell you what’s coming next, who’s winning—and who’s losing—in the high-stakes world of startup investing.

Two times/week

Applied AI

A new The Information franchise that will take you inside how businesses are using AI to automate all kinds of work.

View all
The Electric

The Electric: The Defiant Startup That's Ignoring Lithium and Making Grid Batteries

By
Steve LeVine

DoorDash and Waymo Partner on Autonomous Deliveries

Waymo already partners with Uber on ride-hailing and is now expanding its business to include food delivery.

TSMC CEO: Preparing for U.S. Plant’s Faster Upgrade to Advanced Technology

The world’s largest chip maker is expanding its U.S. production capacity while navigating geopolitical tensions.
The Briefing

The Big Question for Amazon and OpenAI

By
Theo Wayt

Microsoft Aims to Make Most New Products Outside China From 2026

As geopolitical tensions have escalated, U.S. tech giants are trying to reduce their dependence on China’s supply chain.

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

View all
Artificial Intelligence

Rise of the Cursor Resistance: Why Some Techies Want to Ignore AI Coding Tools

By
Rocket Drew
28
The Arena

Sports Braces for a New Referee: AI

By
Sara Germano
View all

Anthropic Gets Ready for Startup M&A

Potential M&A targets could help boost Anthropic’s models, products and their underlying tech

Salesforce CEO Shifts AI Strategy as OpenAI Threat Looms

By
Kevin McLaughlin
and
Erin Woo
4

Anthropic Nears $7 Billion in Annualized Revenue

The company is reported to target as much as $26 billion in annualized revenue by the end of next year.

Exclusive: Poolside in Talks With CoreWeave-Backer Magnetar for New Funding

Poolside, a two-year-old startup that had been developing artificial intelligence coding assistants, also said CoreWeave would supply it with 40,000 Nvidia chips.
Deep Research

Why Cloud Profits Are Collapsing in the Chip Arms Race

By
The Information Staff

Trending on forum

View all

Energy abundance is on its way in China and everywhere but the US

Tim O'ReillyFounder & CEOO'Reilly Media

Apple's GPT-5 Integration: A Strategic Suicide Mission

Zack daiMindfulAI Thinktank

Will Agents eat B2B software

Steven Forth

Search our community Directory to engage with others who are serious about tech and business.

Meta and Arm Announce New Partnership

Meta will use Arm’s data center platforms to power the ranking and recommendation systems for its social media apps.

BlackRock-Led Group Makes $40 Billion Data Center Acquisition

The acquisition, which is expected to be finalized by the first half of next year, would be the largest such sale on record.
AI Agenda

Universities Are Part of the Cursor Resistance

By
Rocket Drew

Palmer Luckey’s Erebor Bank Conditionally Approved

The U.S government conditionally approved a bank charter application for Erebor Bank.

Amazon Planning Fresh Layoffs in Consumer Division

The e-commerce giant previously cut large numbers of staff in 2022 and 2023.
Read more

Subscribe to The Briefing by Martin Peers, Jessica Lessin and the team at The Information

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Read The Briefing

Upcoming Events

The Information’s 2025 WTF Summit

\Yountville, CA 94599

View more

Latest in Pro

Deep Research

Why Cloud Profits Are Collapsing in the Chip Arms Race

Deep Research

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

Community Commentary

Justin BakerFounderAdsbyjustin.com
on… Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips
Looks like the market initially cut oracle’s valuation by $58 billion as a result of this article. I have never moved public markets by $58 billion so that is impressive to me. Shows you how seriously markets take this publication.
Benjamin CohenManaging Member
on… Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips
Bombshell? Moving markets. Thought this was known!
Mihai SutaCofounder And Managing PartnerABQ.Institute
on… Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives
It starts with education and pen‑and‑paper basics: understand your company’s processes, data structures, and workflows; identify the key use cases; study the model landscape and market trends; and then adapt and train the teams. AI adoption means large‑scale augmentation, so not only are more resources required, but especially people.
  • About
  • Pro
  • Deep Research
  • Careers
  • TITV
  • Events
  • Brand Partnerships
  • Group Subscriptions
Subscribe to The Information
XFacebookLinkedInThreadsInstagram
TermsPrivacyHelp & Support
© 2013– The Information. All Rights Reserved.
Cookies Settings