The Information

Anthropic co-founder and president, Daniela Amodei. Kimberly White/Getty Images.

Anthropic in Talks to Buy AI Chips From U.K. Startup

By · May 2, 2026 7:00am PDT

As Anthropic’s sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia. The maker of Claude has recently been in talks with London-based startup Fractile to buy its inference chips, which aim to run AI models efficiently, when... As Anthropic’s sales explode, straining the servers it uses, the company is considering adding...

Philip Johnston, CEO of Starcloud. Screenshot via YouTube

Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest

By · Apr 30, 2026 2:24pm PDT

Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks to raise at least $200 million at a valuation of around $2.2 billion after the investment, according to a person involved in the deal. The discussions come just one month after Redmond, Wash.-based Starcloud said it raised $170 million at a $1.1... Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks...

Photo by David Kawai/ Getty Images.

Shopify Seeks Licenses to Push Deeper Into Fintech

By · Apr 30, 2026 6:00am PDT

Commerce giant Shopify is seeking regulatory approvals to take a bigger role in offering financial and payments services to the millions of merchants using its software. Shopify has already secured money transmitter licenses in more than a dozen U.S. states to hold and move funds itself, and it is seeking them nationwide. If that happens, the... Commerce giant Shopify is seeking regulatory approvals to take a bigger role in offering...

Michael Nicolls, senior vice president for Starlink at SpaceX, during a keynote speech at MWC Barcelona 2026 in Barcelona, Spain, on Monday, March 2, 2026. Photo by Angel Garcia/Getty Images

SpaceX’s Starlink Revenue Per User Fell 18% As Customers Quadrupled

By · Apr 29, 2026 10:53am PDT

Michael Nicolls, senior vice president for Starlink at SpaceX, during a keynote speech at MWC Barcelona 2026 in Barcelona, Spain, on Monday, March 2, 2026. Photo by Angel Garcia/Getty Images

SpaceX’s Starlink Revenue Per User Fell 18% As Customers Quadrupled

By · Apr 29, 2026 10:53am PDT

SpaceX’s Starlink satellite internet service quadrupled its individual subscribers between 2023 and 2025—but the average revenue each subscriber brought in fell 18% to $81 a month in that period, a draft version of SpaceX’s initial public offering prospectus shows. The decline in Starlink’s ARPU reflects the service’s introduction of... SpaceX’s Starlink satellite internet service quadrupled its individual subscribers between 2023...

Chip-Backed Borrowing Boom Propels AI Computing Startups

By Jonathan Daily · Apr 14, 2026 2:53pm PDT

Several startups offering computing power for artificial intelligence are embracing the “borrow big to grow fast” strategy pioneered by CoreWeave, loading up on debt backed by their stocks of high-powered chips. For instance, London-based cloud startup Fluidstack has gotten approval from Macquarie and other lenders to borrow more than $10... Several startups offering computing power for artificial intelligence are embracing the “borrow...

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By Nicholai Hansen · Mar 20, 2025 5:30pm PDT · 1 comment

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Salesforce CEO Marc Benioff via Getty. Art by Clark Miller

Why AI Isn’t Giving Salesforce a Boost

By · Mar 13, 2025 9:31am PDT

Salesforce CEO Marc Benioff last month declared 2025 as the “absolute year of Agentforce,” a product the software company launched last fall to help customers automate customer service and other business functions. “We’ve never seen products grow at these levels, especially Agentforce,” he said, citing customers such as gym owner Equinox and... Salesforce CEO Marc Benioff last month declared 2025 as the “absolute year of Agentforce,” a...

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Getty and Clark

Inside the Board Fight Over Michael Moritz at Klarna

By Ali Berenjian and Emily Drewry · Feb 22, 2024 10:00am PST

People close to Klarna founder Sebastian Siemiatkowski say he keeps a very tight inner circle. One of the people he trusts the most is Michael Moritz. So when big Klarna investor Sequoia Capital sought to oust Moritz—Klarna’s chair, who was a longtime leader of the venture capital firm before leaving last year—Siemiatkowski... People close to Klarna founder Sebastian Siemiatkowski say he keeps a very tight inner circle....

The FDIC’s First Chief Innovation Officer Made Big Claims. Many Don’t Stack Up

The FDIC’s First Chief Innovation Officer Made Big Claims. Many Don’t Stack Up

By Justin McCraw · Feb 9, 2024 6:00am PST

In 2015, fintech founder and eventual FDIC Chief Innovation Officer Sultan Meghji was sitting in a co-working space when a loud bang clapped through the room. It startled his colleagues, a group of founders from the St. Louis startup community, according to a person who was there. Meghji turned to a colleague and said the violent pop gave him... In 2015, fintech founder and eventual FDIC Chief Innovation Officer Sultan Meghji was sitting in...

TikTok Plans Seattle Beachhead for Shopping Expansion

By Martin Peers · Sep 21, 2023 6:00am PDT · 2 comments

As TikTok seeks to compete with Amazon, it’s planting a flag in the e-commerce giant’s backyard. The video app company is using the Seattle area as the base for an aggressive expansion into online shopping, the company confirmed. TikTok is offering existing employees in other TikTok offices, such as Los Angeles and New York... As TikTok seeks to compete with Amazon, it’s planting a flag in the e-commerce...

A very heartwarming story between two people who wanted to make a difference in the world.

To Reduce AI Costs, Google Wants to Ditch Broadcom as Its TPU Server Chip Supplier

By Martin Peers and Myk Klemme · Sep 21, 2023 1:22am PDT · 4 comments

A very heartwarming story between two people who wanted to make a difference in the world.

To Reduce AI Costs, Google Wants to Ditch Broadcom as Its TPU Server Chip Supplier

By Martin Peers and Myk Klemme · Sep 21, 2023 1:22am PDT · 4 comments

Google executives have extensively discussed dropping Broadcom as a supplier of artificial intelligence chips as early as 2027, according to a person with direct knowledge of the effort. In that scenario, Google would fully design the chips, known as tensor processing units, in-house, the person said. The move could help Google save billions of... Google executives have extensively discussed dropping Broadcom as a supplier of artificial...

Art by Mike Sullivan

Instagram Power Users Are Fuming Over Its $12-a-Month Subscription

By Myk Klemme · Sep 19, 2023 6:00am PDT · 2 comments

In late August, Jenny French discovered Instagram had disabled her account. That was a blow, since nearly half the prospects for her U.K. business, which trains physical therapists, jewelry boutiques and other clients on how to increase their Instagram reach, came from the account. But French figured she had an in with Instagram that would allow... In late August, Jenny French discovered Instagram had disabled her account. That was a blow,...

Salesforce’s Benioff Discussing Management Reorg

By · Apr 3, 2023 6:00am PDT

Salesforce has always been known for internal power struggles. Now, as the dust settles from the January departure of Bret Taylor as co-CEO, at least two senior executives are vying for a wider range of responsibilities, perhaps anticipating the day CEO and co-founder Marc Benioff finally steps aside. Srinivas Tallapragada, chief engineering... Salesforce has always been known for internal power struggles. Now, as the dust settles from the...

Photos via Goldman Sachs, Elliott Management, Bloomberg, the Berkeley Forum, JPMorgan Chase, Sequoia, UC Berkeley and YouTube.

Meet The Information’s New Financial Power Brokers

By Martin Peers and Myk Klemme · Mar 30, 2023 6:00am PDT

Jamie Dimon won’t run JPMorgan Chase forever, and Marc Andreessen will one day give way to the next generation of investors. The Information has identified the bankers, executives and investors who could replace them by stepping into the upper echelons of the finance industry in the years to come. They are The Information’s New... Jamie Dimon won’t run JPMorgan Chase forever, and Marc Andreessen will one day give way to...

Mike Sullivan

Revenue Surges at Google, Snap as Shift to Digital Ads Accelerates

By · Jul 28, 2021 6:01am PDT

Mike Sullivan

Revenue Surges at Google, Snap as Shift to Digital Ads Accelerates

By · Jul 28, 2021 6:01am PDT

Dell is rethinking how it spends this year’s ad budget. The computer maker is likely to shift as much as 15% of the nearly $100 million it typically spends on TV advertising in the Americas to digital ads, according to a person familiar with the plans. The company and other large brands are accelerating a yearslong shift in spending toward... Dell is rethinking how it spends this year’s ad budget. The computer maker is likely to...

Zhang Lei (left) and Neil Shen. Photos by Bloomberg; AP

Sequoia Capital vs. Hillhouse: Inside China’s Fiercest Investor Rivalry

By · Jul 27, 2021 6:01am PDT

Last fall, Sequoia Capital China, the Silicon Valley VC firm’s affiliate led by investor Neil Shen, pledged to invest $400 million in a new funding round for Full Truck Alliance, China’s “Uber for trucks.” Days later, Zhang Lei, the rival head of private-equity giant Hillhouse Capital Group, flew to Nanjing, met Full... Last fall, Sequoia Capital China, the Silicon Valley VC firm’s affiliate led by investor...

Ryan Wants Links

By Peter Schulz · Nov 13, 2020 12:14pm PST · 50 comments

Ryan Boland has asked the Engineering team at The Information to provide an article with many test links, sources close to the noted app developer report. Boland wants to see links to the info-reader-sandbox site’s Airbnb org chart, their famous diversity index, and the “Pressed” documentary. Other org charts include Apple and... Ryan Boland has asked the Engineering team at The Information to provide an article with many...

Larry Ellison discussing Oracle Cloud on stage in 2016. Photo by Bloomberg

With TikTok Deal, Oracle Could Gain Billion-Dollar Cloud Customer

By · Sep 16, 2020 6:00am PDT

Oracle’s deal to act as TikTok’s new “trusted technology partner” could be worth more than $1 billion in potential revenue annually for Oracle’s cloud business in the coming years, according to previously undisclosed data viewed by The Information.Revenue from housing TikTok’s data on Oracle’s servers... Oracle’s deal to act as TikTok’s new “trusted technology partner” could...

Tiger Woods and Peyton Manning during last month's charity tournament that drew heavy betting. Photo by Getty Images/Mike Ehrmann

Lots of Comments Because The Athletic and Bleacher Report Consider Betting Deals

By Peter Schulz · Jun 3, 2020 4:10pm PDT · 11 comments

Tiger Woods and Peyton Manning during last month's charity tournament that drew heavy betting. Photo by Getty Images/Mike Ehrmann

Lots of Comments Because The Athletic and Bleacher Report Consider Betting Deals

By Peter Schulz · Jun 3, 2020 4:10pm PDT · 11 comments

Over the past few years, online publishers have turned to commerce marketing as an important source of revenue. Now some publishers that specialize in sports, like The Athletic and AT&T’s Bleacher Report, are looking at doing similar deals around online sports betting, according to people familiar with the situation. Online betting is... Over the past few years, online publishers have turned to commerce marketing as an important...