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943 Nvidia CEO Projects $1 Trillion in Chip Revenue Through 2027

The Information
Martin Peers @ The Information · 03/16/2026 17:33 EDT

Nvidia CEO Projects $1 Trillion in Chip Revenue Through 2027

Nvidia CEO Jensen Huang said the company now expects $1 trillion in revenue from its Blackwell and Rubin AI chips between 2025 and 2027, a huge amount for a company that in the year through January reported $216 billion in revenue. In making the projection, Huang was updating a projection from ...

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The Information
Jessica E. Lessin @ The Information · 05/11/2026 08:30 EDT

Uber Promotes Jill Hazelbaker to President

Uber promoted its Chief Marketing Officer Jill Hazelbaker to president and chief corporate affairs officer, adding human resources, real estate and safety to her remit. Hazelbaker is a veteran technology communications and public policy leader who worked at Google and Snap before joining Uber in ... Read more â€ș

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The Information
Aaron Holmes @ The Information · 05/11/2026 10:05 EDT

Google Says Hackers Used AI to Find Critical Security Flaw

Google recently observed hackers using AI models to find a previously undiscovered security flaw, the company said on Monday. The hacker planned to use the flaw for a “mass exploitation event,” but Google security researchers believe they successfully warded off the attack after noticing the ... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 05/11/2026 10:30 EDT

The Startup Helping OpenAI Optimize Its AI For Cerebras Chips

As access to Nvidia AI chips become more elusive, major developers such OpenAI and Meta Platforms are diversifying their sources of computing power, including by striking deals to use a variety of AI server chips. But making that approach work is not a cinch. The AI labs need to tailor the code that trains and runs their models to each type of chip they use. It turns out there are... Read more â€ș

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The Information
Martin Peers @ The Information · 05/11/2026 10:40 EDT

Cerebras Raises Pricing Range Ahead of IPO

AI chip designer Cerebras Systems raised its preliminary IPO pricing range to between $150 and $160 a share, from between $115 and $125, in a sign that investor demand for the company is strong. At the new pricing range, Cerebras would raise about $4.5 billion. It would also value Cerebras at ... Read more â€ș

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The Information
Ann Davis Vaughan @ The Information · 05/11/2026 11:00 EDT

Water Use Isn’t a Data Center Problem, It’s an AI Problem

Critics of the AI build-out are picking the wrong fight when they attack data centers for their water use. But they are right when they say the digital economy is getting thirstier and the tech industry should answer for it.The whole AI supply chain is water intensive, and reducing use in one place can increase it elsewhere. New research shows chip factories and power plants use considerably more water than... Read more â€ș

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The Information
Stephanie Palazzolo @ The Information · 05/11/2026 11:43 EDT

OpenAI Launches $10 Billion Private-Equity Joint Venture, Acquires Consultancy

OpenAI on Monday announced its $10 billion private-equity joint venture called the OpenAI Deployment Company, which aims to help businesses deploy and integrate AI into their operations. As part of the new company, OpenAI also announced it had bought Tomoro, an AI consulting and engineering ... Read more â€ș

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