Exclusive: Cerebras IPO Winners Include Foundation, Benchmark—and OpenAI Start your subscription — save 25%

The Information
Sign in
Subscribe

    Data Tools

    • About Pro
    • The Executives Leading the Data Center Race
    • The Next GPs 2026
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List
    • Org Charts
    • The Information 50 2025
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Gigafactory Database

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Charts
  • 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 Executives Leading the Data Center Race
  • The Next GPs 2026
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List
  • Org Charts
  • The Information 50 2025
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Gigafactory Database

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
Deep Research
TITV
Tech
Finance
Weekend
Charts
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

ROI with AIAI frenzy to marketing ROI

Learn more
Featured Partner
Adobe logo
Latest
Most popular
BlackRock Weighs Multibillion-Dollar Investment in SpaceX IPOExclusive

BlackRock Weighs Multibillion-Dollar Investment in SpaceX IPO

BlackRock has discussed investing $5 billion to $10 billion in SpaceX’s initial public offering next month, people familiar with the matter said. The massive order, for an offering that could raise as much as $75 billion, would represent a vote of confidence in Elon Musk’s company from the world’s largest asset manager. The investment would highlight the close relationship between Musk and BlackRock CEO Larry Fink, both of whom traveled to China with President Donald Trump in recent days. The...

By
Cory Weinberg
Biotech

Silicon Valley Likes the Idea of Gene-Edited Embryos. It’ll Be a Wait

By
Amy Dockser Marcus
The Big Read

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

By
Jemima McEvoy
The Weekend

San Francisco’s Robo-Fight Club, General Catalyst’s Divisive Virality

By
Julia Hornstein
and
Abram Brown
The Briefing

Cerebras IPO Stock Pop; Apple-OpenAI Drama

By
Martin Peers

OpenAI Buys AI Voice Startup Weights

The smaller startup’s staff has joined OpenAI.

SpaceX Picks Nasdaq for Mid-June IPO

It would represent a slightly accelerated schedule for the space and AI company’s IPO.
Dealmaker

Cerebras Payday Includes Tiger—And SPVs

By
Katie Roof
and
Julia Hornstein

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.

OpenAI Reorganizes Product Teams Around Unified-App Strategy

Fidji Simo, OpenAI’s CEO of AGI Deployment, remains on medical leave

Trump Traded Millions in Tech Stocks in Q1

The disclosures show that Trump made more than a dozen purchases and sales of Nvidia shares from January through March. 

Cerebras Shows IPO Market Will Pay Up for Messy AI Math

By
The Information Staff

Ackman’s Pershing Square Builds $2 Billion Microsoft Stake

Ackman said Microsoft's recent stock slide has been driven by investors who “underestimate the resilience” of its Office 365 software.

Anthropic Calls for Tighter U.S. Chip Restrictions on China

Anthropic published a new paper on the threat from China’s AI development during President Trump’s state visit to China.

Featured Newsletters

View all
Every Saturday

The Weekend

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

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 Katie Roof tell you what’s coming next, who’s winning—and who’s losing—in the high-stakes world of startup investing.

View all

OpenAI’s Apple Partnership Sours

By
Aaron Tilley

Trade Representative Greer: Chip Export Controls Not Major Topic in Talks With Beijing

Greer said China will make its own decisions on whether the country will buy Nvidia’s H200 chips or not.

Newmark Data Center Advisor Brent Mayo Departs for DigitalBridge

Newmark hired Mayo in 2023 as part of the formal launch of a data center practice group.
Applied AI

Why Anthropic Costs Are Unpredictable

By
Laura Bratton

Anthropic Picks Co-Leads for $900 Billion Valuation Funding Round

Dragoneer, Greenoaks, Sequoia Capital and Altimeter Capital are co-leading.

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

View all
Biotech

Silicon Valley Likes the Idea of Gene-Edited Embryos. It’ll Be a Wait

By
Amy Dockser Marcus
The Big Read

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

By
Jemima McEvoy
View all

Musk, OpenAI, Microsoft Lawyers Deliver Closing Statements

OpenAI’s lawyers argued Musk waited too long to bring his lawsuit.
Exclusive

The SpaceXAI Exodus: More Than 50 Recent Exits as Meta, Thinking Machines Hire Staff

By
Theo Wayt

Salesforce Chief Product Officer Fisher Steps Down

Steve Fisher, a close associate of Salesforce CEO Marc Benioff and one of the company's top technical leaders, is moving to an advisory role.

Microsoft Names Former EY CEO to Board

Carmine Di Sibio previously spent more than 24 years at EY, ultimately serving as its CEO and chairman from 2019 to 2024.
The Electric

The Electric: China Steals a Manufacturing March on Another American-Made Technology

By
Steve LeVine

Trending on forum

View all

What Andy Jassy Told Me at Davos

Jessica E. LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

Alan JacobsonFounder, CeorevenueModel.ai

Eight Women Speak Out

Brian DemseyFounderHallucinations.cloud

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

Crypto Bill Advances in Senate, a Win Against Banks

A long-stalled crypto bill, the Clarity Act, moved one step closer to law.

U.S. Wireless Carriers to Work Together on Direct-to-Mobile Service

The arrangement could change how the mobile carriers do business with SpaceX’s Starlink Mobile service and other direct-to-cell providers.
AI Agenda

AGI Is the Elephant in the Musk v. OpenAI Courtroom

By
Rocket Drew

Cerebras Shares Jump 68% in IPO Debut

Among the big winners from the IPO was venture capital firm Benchmark, which stands to make 12 times on its initial investment.
Exclusive

Cerebras IPO Winners Include Foundation, Benchmark—and OpenAI

By
Julia Hornstein
,
Katie Roof
and
Cory Weinberg
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

Inside the AI Infrastructure Boom

\Zoom Webinar

AI Agenda Live SF 2026

\San Francisco, CA

The Information’s 2026 WTF Summit

\Yountville, CA 94599

View more

Latest in Pro

Cerebras Shows IPO Market Will Pay Up for Messy AI Math

Deep Research

Can AI Tollgates Become the New SaaS Model?

Community Commentary

Ivan FatovicCeo, Founder OfModamily
on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant
Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.
Jordan GushurstPresident And Owner
on… SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms
I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
Yelena AmbartsumianFounding AttorneyAMBART LAW pllc
on… Crypto Is Getting Bashed in Markets and Washington
The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.
  • About
  • Pro
  • Deep Research
  • Careers
  • TITV
  • Events
  • Brand Partnerships
  • Group Subscriptions
XFacebookLinkedInThreadsInstagram
TermsPrivacyHelp & Support
© 2013– The Information. All Rights Reserved.
Cookie Settings / Do Not Sell or Share My Info