The Information

Artwork by Clark Miller

Anthropic vs. the Pentagon: What’s at Stake for AI Labs

By The Information Staff · Mar 11, 2026 11:49am PDT

The legal battle between Anthropic and the United States Department of Defense is testing the limits of how much control AI companies can retain over the use of their models. The case highlights the trade-offs between ethical guardrails, federal contracts, and talent retention in an industry under growing government scrutiny. We asked Deep... The legal battle between Anthropic and the United States Department of Defense is testing the...

Artwork by Clark Miller

OpenAI or Hegseth: Who Sets the AI Rules?

By The Information Staff · Mar 5, 2026 12:27pm PST · 1 comment

Recent actions involving the U.S. Department of Defense, Anthropic and OpenAI highlight a shift in how advanced AI systems intersect with national security policy. Government scrutiny and contracting decisions are beginning to shape not only how companies define acceptable uses of their models, but also how they position themselves in relation... Recent actions involving the U.S. Department of Defense, Anthropic and OpenAI highlight a shift...

Artwork by Clark Miller

From Vision to Constraints: The Lessons of OpenAI’s Stargate Buildout

By The Information Staff · Feb 25, 2026 1:49pm PST · 1 comment

OpenAI’s ambitions to build some of the world’s largest AI data centers have evolved significantly over the past two years, offering a revealing look at how difficult it is to translate demand for compute into physical infrastructure. Shifts in partners, scope and timelines highlight the financial and operational trade-offs that come with... OpenAI’s ambitions to build some of the world’s largest AI data centers have evolved...

What AI Means for Software Builders—and Software Business Models

By The Information Staff · Feb 18, 2026 11:11am PST

What AI Means for Software Builders—and Software Business Models

By The Information Staff · Feb 18, 2026 11:11am PST

The impact of AI on software is showing up both on the engineering side and in the economics of the industry. Tools that automate coding are altering productivity assumptions, while AI-driven workflows are challenging how providers price and package their products. We asked Deep Research to analyze how these changes are affecting incumbents,... The impact of AI on software is showing up both on the engineering side and in the economics of...

Artwork by Clark Miller

Who Can Afford the AI Buildout? Follow the Balance Sheets

By The Information Staff · Feb 12, 2026 12:39pm PST · 1 comment

The soaring cost and operational risk of building AI infrastructure—especially as companies race to deploy next-generation Nvidia chips—are driving a clear split in how the industry finances growth. Tech incumbents like Microsoft and Google are leaning on scale, credit strength and partnerships to spread risk, while challengers such... The soaring cost and operational risk of building AI infrastructure—especially as companies...

Artwork by Clark Miller

Can Anthropic Scale Like OpenAI—and Still Claim the Moral High Ground?

By The Information Staff · Feb 5, 2026 11:42am PST

Anthropic is facing growing pressure to compete more aggressively with rivals like OpenAI and Microsoft while preserving the safety-first identity that has defined it since its founding. Surging revenue forecasts and the launch of its Cowork agent suggest a company pushing harder into enterprise markets, even as it continues to emphasize ethical... Anthropic is facing growing pressure to compete more aggressively with rivals like OpenAI and...

How OpenAI’s Bids For Enterprise, Ad Dollars Could Play Out

By The Information Staff · Jan 28, 2026 12:32pm PST

OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks a shift in where power and profits could accrue in the tech industry. As the company moves into markets long dominated by established software vendors, consultancies and ad platforms, its expansion raises questions about which incumbents are most... OpenAI’s push beyond selling AI models and into enterprise software and digital advertising marks...

What the Thinking Machines Shake-Up Reveals About the AI Talent Market

By The Information Staff · Jan 21, 2026 12:11pm PST

What the Thinking Machines Shake-Up Reveals About the AI Talent Market

By The Information Staff · Jan 21, 2026 12:11pm PST

The recent shake-up at Thinking Machines Lab offers a clear view into how competition for AI talent is evolving across the industry. As leading firms move more aggressively to recruit and retain a small pool of highly sought-after researchers, the effects are showing up not just in hiring practices but in valuations, investor confidence and... The recent shake-up at Thinking Machines Lab offers a clear view into how competition for AI...

Art by Clark Miller

Why Google, Amazon and OpenAI Are on a Collision Course Over AI Commerce

By The Information Staff · Jan 14, 2026 1:07pm PST

AI-powered shopping is becoming a new area of competition among major technology companies, e-commerce platforms and retailers, each pursuing different approaches to how consumers discover and purchase products online. These efforts range from proprietary shopping agents to shared commerce protocols and embedded checkout systems that could... AI-powered shopping is becoming a new area of competition among major technology companies,...

How Artificial Intelligence is Reshaping the Global Energy Market

By The Information Staff · Jan 7, 2026 1:25pm PST · 1 comment

The rapid expansion of artificial intelligence is driving an unprecedented surge in electricity consumption, creating a conflict between immediate climate goals and the industry’s growth. While tech companies are currently increasing their reliance on fossil fuels to power new data centers, the urgent demand for energy is also accelerating... The rapid expansion of artificial intelligence is driving an unprecedented surge in electricity...

Art by Clark Miller.

Defending the Crown: Nvidia’s Ruthless Strategy to Neutralize Emerging Threats

By The Information Staff · Dec 31, 2025 9:57am PST

Nvidia is consolidating its dominance in the AI hardware market through a dual strategy of retreating from direct cloud competition and aggressively expanding its footprint in AI inference. By restructuring its DGX Cloud division and striking a $20 billion licensing and “acqui-hire” deal with startup Groq, the company is shifting from an... Nvidia is consolidating its dominance in the AI hardware market through a dual strategy of...

Art by Clark Miller.

How OpenAI and Anthropic Are Navigating the Research-Product Divide

By The Information Staff · Dec 24, 2025 8:00am PST

Art by Clark Miller.

How OpenAI and Anthropic Are Navigating the Research-Product Divide

By The Information Staff · Dec 24, 2025 8:00am PST

The tension between “pure research” and “commercial growth” is being put to the test as OpenAI and Anthropic attempt to scale into global giants while pursuing the horizon of AGI. We asked Deep Research to investigate how these companies are managing this messy transformation to ensure that their scientific DNA doesn’t become a bottleneck for... The tension between “pure research” and “commercial growth” is being put to the test as OpenAI...

Artwork by Clark Miller

How Prediction Markets Are Reshaping Valuation for Both Private Unicorns and Public Tech Giants

By The Information Staff · Dec 17, 2025 1:52pm PST

The rapid ascent of prediction markets like Kalshi and Polymarket is introducing a volatile, real-time, and largely unregulated signal for valuing companies and forecasting performance. This disruptive trend forces new scrutiny onto both private valuations and public corporate expectations. Crucially, their growth is shadowed by significant... The rapid ascent of prediction markets like Kalshi and Polymarket is introducing a volatile,...

Artwork by Clark Miller

Why Tech Giants Are Partnering with Broadcom to Break Free from Nvidia

By The Information Staff · Dec 11, 2025 1:17pm PST

Broadcom has established itself as the premier design partner for custom AI chips (ASICs), carving out a lucrative role at the center of the industry’s “shadow war” against Nvidia dominance. The company’s strategy is to enable major tech giants, including Google, Apple, and OpenAI, to reduce their costly reliance on proprietary hardware by... Broadcom has established itself as the premier design partner for custom AI chips (ASICs),...

Art by Clark Miller

OpenAI Pivots to Counter Gemini 3

By The Information Staff · Dec 3, 2025 12:37pm PST · 1 comment

OpenAI has fundamentally shifted from a position of unchallenged dominance to a defensive “code red” as Google made gains in a part of the AI model development process that OpenAI has struggled in for the last 12 months. We asked Deep Research to analyze Sam Altman’s urgent pivot to the new “Garlic” model and the resulting delay of commercial... OpenAI has fundamentally shifted from a position of unchallenged dominance to a defensive “code...

Art by Clark Miller

Google’s Vertical Assault on the AI Market

By The Information Staff · Nov 26, 2025 8:00am PST

Art by Clark Miller

Google’s Vertical Assault on the AI Market

By The Information Staff · Nov 26, 2025 8:00am PST

Google is leveraging its financial stamina and vertical integration to take share from markets dominated by OpenAI and Nvidia. We asked Deep Research to analyze how Google’s resurgence this year in AI software and its continued server hardware improvements are reshaping the industry. Here is the response. Google is leveraging its financial stamina and vertical integration to take share from markets...

Chaos and Competition: The Future of AI Agents in 2026

By The Information Staff · Nov 20, 2025 11:00am PST

The race to launch and successfully sell AI agents in 2026 will be decided by which companies can create a differentiated product in an environment where every firm is offering nearly identical AI agents. We asked Deep Research to explain how this competition will unfold. Here is the response. The race to launch and successfully sell AI agents in 2026 will be decided by which companies can...

Art by Clark Miller.

2026 Watch List: The Candidates, the Wildcard, and the IPO Market’s Tunnel Vision

By The Information Staff · Nov 12, 2025 11:42am PST · 1 comment

The 2025 initial public offering market was defined by a stark divergence: a welcome comeback year for new listings that instantly created clear winners and losers. While investors rewarded companies with an artificial intelligence or cryptocurrency narrative, stocks of consumer facing companies and software firms that couldn’t articulate an... The 2025 initial public offering market was defined by a stark divergence: a welcome comeback...

Art by Clark Miller.

OpenAI Moves Up the Stack: Why Every Software Incumbent is Now a Target

By The Information Staff · Oct 29, 2025 1:24pm PDT

OpenAI is moving beyond its role as a technology partner, transforming its model lead into a multi-front assault on established software giants. This pivot positions the company not just as a supplier, but as a formidable application competitor, aiming to own the entire user workflow in markets like productivity, consulting, and e-commerce. This... OpenAI is moving beyond its role as a technology partner, transforming its model lead into a...

Art by Clark Miller

Why OpenAI Just Declared War on Google’s $100 Billion Search Moat

By The Information Staff · Oct 22, 2025 1:09pm PDT · 1 comment

Art by Clark Miller

Why OpenAI Just Declared War on Google’s $100 Billion Search Moat

By The Information Staff · Oct 22, 2025 1:09pm PDT · 1 comment

OpenAI has launched a direct strategic assault on Google’s advertising empire by introducing its new AI browser, ChatGPT Atlas. This is a high-stakes move that positions the AI model as the ultimate user interface for all web activity, aiming to entirely bypass the traditional search page where Google makes its money. This aggressive move forces... OpenAI has launched a direct strategic assault on Google’s advertising empire by introducing its...