The Information

160 Enterprise Software Startups That Could Be for Sale This Year

Many enterprise software startups that raised money at steep valuations between 2020 and 2022 face diminishing options. Venture capitalists who previously sank funds into these startups have shifted much of their money toward AI. Stocks in public enterprise software companies have fallen sharply. When the startups’ backers push for cash returns, the most likely exit is a sale. To find the companies facing the most pressure to sell themselves, The Information screened for privately owned U.S....

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Anthropic in Talks to Add Billions to Bank Credit Line Ahead of IPO

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Microsoft’s New Security Chief Replaces Top Execs to Force an AI Overhaul

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Kevin McLaughlin

Andreessen Horowitz Backs Startup Aiming to ‘Parent’ AI Agents

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Stripe’s PayPal Bid Puts Payments Firm in Play—Could Musk Jump In?

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Uber to Buy Germany’s Delivery Hero For Around $14 Billion

The acquisition sharply expands Uber's presence in Europe, and its food-delivery operation globally.

Japan to Develop Homegrown AI Models With Nvidia’s Vera Rubin Chips

Nvidia is forging many partnerships as governments around the world accelerate their efforts to build their own AI capabilities.

Thinking Machines Lab’s First Model Gives Nod to Chinese Open Source AI

The startup says its new open-source model’s architecture design “largely follows” DeepSeek’s V3.

TSMC Plans Another $100 Billion U.S. Investment as AI Demand Surges

Rising demand for advanced AI chips prompted TSMC to lift planned 2026 spending to as much as $64 billion and forecast revenue growth above 40%.

NY’s Data Center Moratorium, Microsoft’s New Security AI Overhaul, The American AI Dividend Debate

Nvidia Releases New Robotics AI Model

It’s another effort to diversify from data center chips.

AWS Stops Selling Two Versions of Its Hardware For Private Data Centers

AWS is ending sales of two cloud hardware products that let customers process and analyze data in places like retail stores and factory floors.

How Elon Musk Is Shaping Cursor

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SpaceX Shares Drop Below IPO Price

The stock has experienced significant volatility since its public debut in June.

Senior AWS Exec Dave Brown Departs

An Amazon commerce exec is taking his place.

The Four Keys to Surviving the SaaSpocalypse

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Stripe, Advent Made Joint Offer to Buy PayPal

PayPal shares jumped 16% after news of the unsolicited offer.

Apple Receives China’s Approval for AI Services Powered by Alibaba, Baidu

China's internet regulator also approved six other services, mostly from Chinese smartphone makers.

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Naveen Rao’s Cowboy Hat, Karlie Kloss’ Statement Dress: A Tech Mogul’s Guide to Summer Fashion

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Amy Dockser Marcus

ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance

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The Information Finance

Coinbase, JPMorgan Partnership Delays Drag On

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Apple Hunts for AI Chip Acquisitions

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Cursor Is Reinventing Itself as SpaceX Deal Looms

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On the Ground at UBS’ Private AI, Software and Internet Conference

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What Andy Jassy Told Me at Davos

Jessica LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

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Brian DemseyFounderHallucinations.cloud

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

DeepSeek’s Annualized Revenue Nears $500 Million, Boosting Fundraise and IPO Plans

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How AI Will Change Businesses by 2030

Hassabis’ AI Standards Idea Gets Support—What’s Next?

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FuriosaAI, Nuvacore, D-Matrix Join Chip Funding Spree

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Are AI Providers Really a Threat to Their Customers?

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Community Commentary

Zachary MagdovitzPartner, Co-FounderLorimer Ventures

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

Favorite read in a while.

Paul BaierCEOGai Insights

on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).

Elizabeth RichardsonConsultant And OwnerElizabeth Richardson LLC

on… Why Trump Officials and VCs Love This Nuclear Power Startup’s Brute-Force Approach

This is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.