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AI Infrastructure

By Jessica Lessin

Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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Marc Boroditsky of Nebius, Chuck Fisher of Lambda and Nick Robbins of CoreWeave at The Information's Financing the AI Revolution event.
AI Infrastructure

Nebius, Lambda and CoreWeave Say ‘No’ to TPUs Amid Google’s Push

By · May 4, 2026 9:33am PDT
Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its tensor processing units for quite a while, and two developments last week helped us understand where things are actually headed.On one hand, Google said on its earnings call that it plans to sell its TPUs directly to customers for use in their own data... Good morning! Anissa here. We’ve been tracking Google’s effort to expand the reach of its...