The Information

Art by Clark Miller

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT

The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...

Art by Clark Miller

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

By The Information Staff · Oct 9, 2025 7:15am PDT

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping the AI hardware market. We turned to our Deep... The path to building the most advanced AI is being throttled by a single point of failure:...

Art by Clark Miller.

Beyond the Ban: The Complex Questions Raised by TikTok’s New Deal

By The Information Staff · Oct 2, 2025 6:39am PDT

Following the President’s recent executive order, a path has been created for TikTok to continue operating in the U.S. However, the proposed deal is proving to be a highly complex and controversial arrangement, raising new questions about the company’s future. We turned to our Deep Research AI to get insights. Following the President’s recent executive order, a path has been created for TikTok to continue...

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of smart glasses with a built-in AI assistant is the latest example of tech giants and ambitious startups trying to transform AI into the next personal device after the smartphone. We asked Deep Research to create a comprehensive report on the topic. The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of...

Deep Research Report: AI 2026 Predictions

By The Information Staff · Sep 17, 2025 10:08am PDT · 3 comments

Businesses are evaluating a growing list of AI products aimed at specific uses. We asked our Deep Research tool, “What are the biggest applied artificial intelligence themes for the coming 12 months?”, and received the following answer. Businesses are evaluating a growing list of AI products aimed at specific uses. We asked our Deep...

Deep Research Report: Why AI ROI is Hard to Prove

By The Information Staff · Sep 11, 2025 8:52am PDT

Despite the widespread hype around AI, its adoption in the enterprise is facing challenges. How are CEOs handling the high costs of implementing AI and the difficulty in demonstrating a return on investment? We asked our new Deep Research tool and got the following answer. Despite the widespread hype around AI, its adoption in the enterprise is facing challenges. How...

How the Talent War is Impacting the Race for AGI

By The Information Staff · Aug 27, 2025 11:55am PDT

A central question looms over artificial intelligence: How is the intensifying the war for talent impacting the race for artificial general intelligence (AGI)? A central question looms over artificial intelligence: How is the intensifying the war for talent...