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Exclusive

Below is a collection of every Exclusive article by The Information.
Photo by Getty Images
Exclusive

Apple Kicks Vibe Coding App Out of App Store, Escalating Crackdown

By Aaron Tilley · Mar 30, 2026 11:51am PDT
Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out of its App Store for violating its rules. Last Thursday, Apple removed the app, Anything, from the App Store, according to Dhruv Amin, co-founder and CEO of the eponymous startup that makes the app. Apple’s action came a week after The... Apple appears to have escalated its crackdown on vibe coding by recently booting one such app out...
Exclusive

Tencent Bets on OpenClaw to Make Up for Lost Ground in China AI Battle

By Qianer Liu and Juro Osawa · Mar 27, 2026 6:00am PDT · 1 comment
Shortly after OpenClaw shot to popularity in January, a newly hired product manager at Tencent in China became obsessed with the open-source software for building AI agents. That manager, Shuyu Zhang, quickly came up with the idea for QClaw, an OpenClaw-based agent that can be installed with one click and controlled with Tencent’s WeChat app,... Shortly after OpenClaw shot to popularity in January, a newly hired product manager at Tencent in...
Anthropic CEO Dario Amodei via AP
Exclusive

Anthropic Discusses Going Public as Soon as the Fourth Quarter

By Valida Pau and Sri Muppidi · Mar 26, 2026 3:10pm PDT · 1 comment
Anthropic executives have discussed an initial public offering of the AI firm’s shares as soon as the fourth quarter this year, according to people familiar with the matter. Bankers vying to take Anthropic public expect the company to raise more than $60 billion in the initial public offering, said some of the people. That could be the... Anthropic executives have discussed an initial public offering of the AI firm’s shares as soon as...
Microsoft CEO Satya Nadella via Getty
Microsoft Freezes Hiring in Major Cloud and Sales Groups
By Kevin McLaughlin and Aaron Holmes · Mar 26, 2026 10:36am PDT
Microsoft CEO Satya Nadella via Getty
Exclusive

Microsoft Freezes Hiring in Major Cloud and Sales Groups

By Kevin McLaughlin and Aaron Holmes · Mar 26, 2026 10:36am PDT
Microsoft executives in recent weeks told managers at major divisions, including its Azure cloud and North American sales groups, to suspend new hiring, according to three current employees with direct knowledge of the decision. It’s not uncommon for Microsoft to slow hiring or even lay off staff toward the end of its fiscal year, which ends in... Microsoft executives in recent weeks told managers at major divisions, including its Azure cloud...
Getty Images
Exclusive

Blackstone Nears Deal to Buy Data Center Firm Rowan

By Anissa Gardizy, Valida Pau and Miles Kruppa · Mar 25, 2026 2:26pm PDT
Blackstone is close to a deal to buy Rowan Digital Infrastructure, a major U.S. data center developer that builds campuses for large cloud providers, according to a person with direct knowledge of the deal. The terms of the deal couldn’t be learned, but the company would likely be valued at more than $10 billion, including its debt, people... Blackstone is close to a deal to buy Rowan Digital Infrastructure, a major U.S. data center...
Photo via Getty Images
Exclusive

Meta Platforms to Lay Off Hundreds

By Jyoti Mann · Mar 25, 2026 6:36am PDT
Meta Platforms will lay off a few hundred people across the company on Wednesday, according to two people familiar with the matter, part of a broader effort to overhaul the company for work in the AI age. The cuts will affect staffers in Reality Labs — the division behind its hardware platforms and wearables — as well as across its... Meta Platforms will lay off a few hundred people across the company on Wednesday, according to...
Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.
Exclusive

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT
Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...
Spacex CEO Elon Musk. Photo by Getty Images
SpaceX Aims to File for IPO as Soon as This Week
By Katie Roof and Valida Pau · Mar 24, 2026 5:15pm PDT · 3 comments
Spacex CEO Elon Musk. Photo by Getty Images
Exclusive

SpaceX Aims to File for IPO as Soon as This Week

By Katie Roof and Valida Pau · Mar 24, 2026 5:15pm PDT · 3 comments
SpaceX is aiming to file its initial public offering prospectus with regulators later this week or next week, according to a person with direct knowledge of the plans. The confidential filing will formalize the IPO plans for Elon Musk’s rocket and telecom company as it targets a June public listing. The offering will test investor appetite... SpaceX is aiming to file its initial public offering prospectus with regulators later this week...
An Oura smart ring. Photo by Angel Garcia/ Getty Images
Exclusive

Health Ring Oura Interviews Banks for IPO as Soon as This Year

By Katie Roof and Julia Hornstein · Mar 24, 2026 1:46pm PDT
Health ring maker Oura has been interviewing bankers to advise on an initial public offering that could take place as soon as this year, according to a person with direct knowledge of discussions. A public offering would follow fast growth at the company, which sells connected devices and a monthly subscription to an app that tracks the user’s... Health ring maker Oura has been interviewing bankers to advise on an initial public offering that...
OpenAI CEO Sam Altman. Photo by Anna Moneymaker/Getty Images
Exclusive

OpenAI CEO Shifts Responsibilities, Preps ‘Spud’ AI Model

By Stephanie Palazzolo and Amir Efrati · Mar 24, 2026 12:58pm PDT · 2 comments
OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security teams so he can focus on raising capital, supply chains and “building datacenters at unprecedented scale,” he told staff on Tuesday. At the same time, he said the company had completed the initial development of its next major AI model, codenamed Spud,... OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security...
Image via Getty
Exclusive

AWS Accelerates Internal AI Agents Following Staff Cuts

By Kevin McLaughlin · Mar 24, 2026 6:00am PDT
Amazon Web Services is developing AI to automate functions in its sales, business development and other groups where it recently laid off hundreds of employees or even more. For instance, AWS has been developing an AI agent that helps its sales employees provide customers with fast answers to technical questions, according to two people who have... Amazon Web Services is developing AI to automate functions in its sales, business development and...
Art by Mike Sullivan.
OpenAI’s Shopping U-Turn Could Complicate Enterprise Playbook
By Ann Gehan · Mar 23, 2026 6:00am PDT · 1 comment
Art by Mike Sullivan.
Exclusive

OpenAI’s Shopping U-Turn Could Complicate Enterprise Playbook

By Ann Gehan · Mar 23, 2026 6:00am PDT · 1 comment
OpenAI’s abrupt shopping pullback earlier this month didn’t just raise questions about its decision-making. It also affected several commerce and payments firms, including PayPal and Etsy, that have put in work to help the ChatGPT maker expand the high-profile shopping venture and are now in limbo as it sorts out what’s next. And in the case of... OpenAI’s abrupt shopping pullback earlier this month didn’t just raise questions about its...
Art by Mike Sullivan
Exclusive

OpenAI’s First Advertisers Can’t Prove ChatGPT Ads Work

By Catherine Perloff · Mar 21, 2026 9:00am PDT · 3 comments
As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what some advertisers say was lacking in the initial ad sales offering. Among other things, the ChatGPT creator is planning to streamline the process of ad buying, either in partnerships with ad tech firms or with its own ad management system. So far,... As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what...
Art by Clark Miller
Exclusive

Apple Acquisition Talks, Fraud Accusations: Behind One App Startup’s Nasty Split

By Aaron Tilley · Mar 21, 2026 5:00am PDT
Last summer, Apple held talks to acquire Lux Optics, a tiny startup that makes Halide, one of the most popular and critically acclaimed camera apps in the App Store. The deal never happened. Instead, a couple months after the talks ended, Apple began recruiting Sebastiaan de With, Lux’s co-founder and designer—a revelation to the startup’s... Last summer, Apple held talks to acquire Lux Optics, a tiny startup that makes Halide, one of the...
Art by Clark Miller
Exclusive

CIA Venture Arm Invests in Data Center Developer Prometheus Hyperscale

By Ann Davis Vaughan · Mar 20, 2026 3:33pm PDT
The Central Intelligence Agency’s venture investment arm, IQT, has invested in AI data center company Prometheus Hyperscale, which is developing campuses in Wyoming and Texas, the company said. Wyoming has long been a location for sensitive military assets, and the CIA’s investment suggests Prometheus could potentially run national security... The Central Intelligence Agency’s venture investment arm, IQT, has invested in AI data center...
A RIVR ONE delivery robot. Screenshot via YouTube; art by Mike Sullivan.
Amazon Acquires Robotics Startup, Boosting Efforts to Streamline Deliveries
By Catherine Perloff and Valida Pau · Mar 19, 2026 1:13pm PDT
A RIVR ONE delivery robot. Screenshot via YouTube; art by Mike Sullivan.
Exclusive

Amazon Acquires Robotics Startup, Boosting Efforts to Streamline Deliveries

By Catherine Perloff and Valida Pau · Mar 19, 2026 1:13pm PDT
Amazon has acquired autonomous robotics startup Rivr, an Amazon spokesperson confirmed, a deal that could help the commerce and logistics giant deliver packages to shoppers’ doors more efficiently. Based in Zurich and formerly known as Swiss-Mile, Rivr was valued at $110 million in an August 2024 funding round, according to PitchBook. Amazon and... Amazon has acquired autonomous robotics startup Rivr, an Amazon spokesperson confirmed, a deal...
Fal AI Co-Founder Burkay Gur. Getty Images.
Exclusive

Video Hosting Startup Fal in Funding Talks at $8 Billion Valuation

By Katie Roof · Mar 18, 2026 9:52pm PDT · 1 comment
Fal, a fast-growing cloud service for accessing and storing AI models that generate images, video, and audio, is in talks to raise $300 million to $350 million, according to a person with direct knowledge of the fundraise. The deal, which would nearly double the company’s paper valuation to around $8 billion from a financing three months ago,... Fal, a fast-growing cloud service for accessing and storing AI models that generate images,...
Art by Clark Miller
Exclusive

Inside Meta, a Rogue AI Agent Triggers Security Alert

By Jyoti Mann · Mar 18, 2026 2:31pm PDT
A rogue AI agent recently triggered a major security alert at Meta Platforms, by taking action without approval that led to the exposure of sensitive company and user data to Meta employees who didn’t have authorization to access the data. A Meta spokesperson confirmed the incident, while adding that “no user data was mishandled” as a result of... A rogue AI agent recently triggered a major security alert at Meta Platforms, by taking action...
Art by Mike Sullivan
Exclusive

Apple Cracks Down on ‘Vibe Coding’ Apps

By Stephanie Palazzolo and Aaron Tilley · Mar 18, 2026 6:00am PDT · 1 comment
Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people create games and other applications, from releasing updates to their mobile apps on the App Store unless they make modifications, according to several people with knowledge of the situation. The company confirmed it has told some app developers that... Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people...
Art by Mike Sullivan
OpenAI Clinches AWS Deal in Bid to Win Government Contracts
By Sri Muppidi and Aaron Holmes · Mar 17, 2026 6:00am PDT
Art by Mike Sullivan
Exclusive

OpenAI Clinches AWS Deal in Bid to Win Government Contracts

By Sri Muppidi and Aaron Holmes · Mar 17, 2026 6:00am PDT
OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government employees for both classified and unclassified work, according to two people with direct knowledge of the agreement. The contract will allow OpenAI to support the Pentagon through a deal it hastily won late last month after the agency ditched its... OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government...
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