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The Briefing

Uber’s Self-Driving Car Quest

By Martin Peers · Mar 19, 2026 5:00pm PDT
For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t hold a candle to Uber. The ride-hailing giant seems to be on a quest to go into business with anyone who’s ever thought about developing a self-driving car. On Thursday, it announced a robotaxi deal with Rivian, the electric truck maker that is... For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t...
Art via Getty Images
Applied AI

Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk

By Aaron Holmes · Mar 19, 2026 12:05pm PDT
The debate over whether AI might replace traditional enterprise apps such as Salesforce, ServiceNow, SAP, and Workday often ignores a more likely near-term scenario: that AI will stop some customers increasing their spending on those apps.Brian Spanswick, chief information officer at data security firm Cohesity, which generates more than $2... The debate over whether AI might replace traditional enterprise apps such as Salesforce,...
Anjney Midha. Art by Clark Miller, image via AMP
AI Infrastructure

Early Anthropic Investor Develops a ‘Grid’ for AI Servers

By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment
Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in Anthropic, is finally ready to talk about his highly anticipated AI infrastructure venture, for which he was trying to raise more than $10 billion, my colleague Katie has reported.Midha says the new firm, AMP, is creating a “grid for AI,” similar to how... Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in...
Nscale CEO Josh Payne. Screenshot via YouTube/Nscale.
Exclusive

Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO

By Anissa Gardizy · Mar 12, 2026 4:35pm PDT
Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and Microsoft, is in talks to take control of one of the largest available sites for AI data centers in the U.S., according to people with knowledge of the talks and fundraising documents viewed by The Information. A deal to buy the site, located in West... Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and...