The AI boom is fueling massive cloud revenue growth, yet the staggering cost of specialized AI chips is creating a profit crisis. This is forcing cloud providers to accept razor-thin margins. Full story here: https://thein.fo/3KSwtsa
The Information
Technology, Information and Media
San Francisco, California 36,863 followers
The leading publication high-powered tech executives and founders read daily.
About us
The Information is a global publication committed to original reporting and in-depth analysis of the technology industry. Based in San Francisco and founded in 2013 by award-winning former Wall Street Journal reporter Jessica Lessin, The Information is one of the most influential voices in technology news and one of the fastest-growing news businesses in the world. In addition to delivering leading-edge journalism, the team hosts events and conference calls that draw thousands of C-level leaders annually. Sign up for our newsletters: https://www.theinformation.com/newsletters
- Website
-
https://www.theinformation.com/subscribe/promotion?offer=q3-2024-lvs
External link for The Information
- Industry
- Technology, Information and Media
- Company size
- 51-200 employees
- Headquarters
- San Francisco, California
- Type
- Self-Owned
- Founded
- 2013
Locations
-
Primary
Get directions
One Post St
Suite 1050
San Francisco, California 94104, US
Employees at The Information
Updates
-
What are major takeaways from Dreamforce 2025? The Information’s Erin Woo and Kevin McLaughlin reveal insights: Watch the full episode: https://thein.fo/4ojUyq6
-
Anthropic, recently valued at $170 billion, is preparing to increase its pace of acquisitions, telling investment bankers it's ready to move off the sidelines. Full story here: https://thein.fo/4o0JfUo
-
Salesforce CEO Shifts AI Strategy as OpenAI Threat Looms OpenAI overshadowed Salesforce at the enterprise software firm's Dreamforce event. Read more from Kevin McLaughlin and Erin Woo 👇 https://lnkd.in/eznP9Bx2
-
Rocket Drew, AI Reporter, on what he hears from software engineers about AI coding tools. "Either the tools are too bad to be useful, or they're so good that they're going to take your jobs.” Watch the full episode: https://thein.fo/4nahZRL
-
OpenAI overshadowed Salesforce at the enterprise software firm's Dreamforce event. Read more from Kevin McLaughlin and Erin Woo 👇 https://thein.fo/4nPmZfR
-
Decart CEO Dean Leitersdorf on the success of their novel real-time AI video model: “We've seen millions of customers adopt it in gaming and live streaming in terms of camera apps and VR.” Watch the full episode: https://thein.fo/4ojUyq6
-
Are doctors finally embracing AI? Christina Farr, Editor-in-Chief of Second Opinion Media: “I think physicians have really come around to the idea that, at the very least, they should be leveraging this as part of practice, and that there are things that, candidly, AI can do better than humans.” Watch the full episode: https://thein.fo/47aKQ2q
-
Founders are pursuing bricks-and-mortar and wholesale deals much earlier in their growth. Brands like Create are launching sales at major retailers after targeting just $25 million in revenue. See how: https://thein.fo/4ogo0gS
-
Junior programmers are more likely to accept buggy code from an AI. One startup had to spend two months debugging AI-generated code after an intern left. This shows the peril of inexperienced reliance on the tools. Read: https://thein.fo/4hqfAl3