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Getting in on the ground floor of the next AI wave can feel particularly elusive for investors. With billions continuing to pour into frontier models and the infrastructure powering them, much of that opportunity is already spoken for. For investors looking beyond hyperscalers and data centers, the question is no longer whether AI will reshape industries but where they can still find meaningful value.
To unpack where opportunity still exists, The Information’s Stephanie Palazzolo spoke with:
Alex Baker, p
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The Information
An East Bay apartment complex has been bought at a price that's well below its prior value. Read more ›
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A PG&E Corp. unit has bought a San Jose building in a move to bolster the utility's South Bay operations. Read more ›
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Silicon Valley's AI boom is moving into robotics as OpenAI, Meta, Tesla, and startups race to give AI a body. Read more ›
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AMD's $549 Radeon RX 9070 GRE offers strong high-refresh-rate 1080p and 1440p gaming performance as it launches globally at Computex 2026. But a lower price tag could have truly changed the midrange game. Read more ›
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AMD's Radeon RX 9070 GRE is finally available globally, and it's a solid performer for $549. Read more ›
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With GPUs in limited supply, AMD is relying on a cut-down graphics card to take up the slack. Read more ›
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Aftermarket tuner thinks a wide body kit and plenty of carbon fiber could improve Ferrari's recent Luce design Read more ›
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Here are hints and the answers for the NYT Connections: Sports Edition puzzle for June 2, No. 617. Read more ›
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The EV charging network is ditching its top-up model in favor of pay-per-session billing, a change that should make occasional charging a lot less complicated. Read more ›
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Here are hints and answers for the NYT Strands puzzle for June 2 No. 821. Read more ›
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iOS 27, iPadOS 27, and macOS 27 will include a standalone Siri app for the first time, providing a dedicated space for interfacing with Siri. Siri Chatbot Apple needs a Siri app because Siri is turning into a chatbot. Siri will work like ChatGPT or Claude, able to pull information from the web to provide answers to questions. Siri will be integrated into iOS, iPadOS, and macOS at the system... Read more ›
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The Claude developer is one of a trio of tech firms expected to go public this year, alongside SpaceX and OpenAI. Read more ›
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EVs don't hold their value well, but some EVs fare significantly worse than others in this metric, losing more than 60% of their value in just five years. Read more ›
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Samsung is expected to launch its next foldables in July. Recent leaks suggest that the rumored wide-screen foldable could be called the Galaxy Z Fold8, while the Galaxy Z Fold7 successor may be known as the Galaxy Z Fold8 Ultra. Ahead of anything official, the wide-screen foldable has been spotted in real-world images. Images of the alleged wide-screen Galaxy Z Fold8 have surfaced online courtesy of a user on South... Read more ›
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Google parent company Alphabet announced plans to sell new stock for the first time since 2005, aiming to raise $80 billion in equity to spend on AI infrastructure and compute. As part of the plans, announced Monday, Berkshire Hathaway has agreed to purchase $10 billion in stock at a discount to ... Read more ›
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Привет!Представим ситуацию, сейчас, в 2026 году, вам потребовался способ звонить родственникам, слать нюдсы горячо любимой жене (в целях повышения демографии, конечно же) и обсуждать в коллективных чатах с друзьями планы на лето. Либо, наоборот, нужен способ общения в небольшой компании. Не все доступные мессенджеры решают эти задачи идеально.Здесь, на Хабре, уже было несколько инструкций о том, как настроить свой Jabber, Matrix сервер, было описание Delta Chat. Эта статья не претендует... Read more ›
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Looking for Quordle clues? We can help. Plus get the answers to Quordle today and past solutions. Read more ›
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Twenty years after Swedish police raided The Pirate Bay's Stockholm data center and seized its servers, the site remains online. In fact, the 2006 crackdown arguably made it more famous, helping turn it into "one of the most resilient and iconic websites on the internet," reports TorrentFreak. From the report: On May 31, 2006, less than three years after The Pirate Bay was founded, 65 Swedish police officers entered a... Read more ›
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The Information
Catholic Pope Leo XIV on Monday weighed in on hot-button AI policy debates, publishing a treatise describing the church’s concerns about AI development and its current and potential societal harms. His post, Magnifica Humanitas (“Magnificent Humanity”), which runs more than 42,000 words, offers ... Read more ›
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When OpenAI first launched ChatGPT ads earlier this year, it lined up well-known brands with big advertising budgets, like Adobe, Ford and Target. Now it’s expanding its advertising business with offerings that cater more to marketers at far smaller companies, putting it directly into competition with ad giant Meta Platforms. OpenAI executives have told some outside ad technology firms that one priority is courting small local businesses, such as car... Read more ›
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The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or embarrassing moments for its executives in the limelight. The challenge of managing such execs might help explain... Read more ›
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American Airlines plans to start adding SpaceX’s Starlink satellite internet service to around half of its main aircraft fleet beginning early next year, the airline said on Tuesday. The deal will offer in-flight wifi on approximately 500 narrowbody Airbus planes, but does not include the ... Read more ›
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Nathan Allman, 32, the founder and CEO of Ondo Finance, the biggest tokenized stock provider, has died unexpectedly, the company said. “It is with profound sadness that we announce the unexpected passing of Nathan Allman, Ondo’s founder,” the company said on X late Monday, without disclosing the ... Read more ›
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Many corporate leaders say they’re getting value from AI as their spending on it skyrockets, but hype is outpacing reality in plenty of cases.On a podcast over the weekend, for instance, Uber Chief Operating Officer Andrew Macdonald said the ride-hailing company isn’t seeing a clear increase in productivity from using AI coding services despite their use by its engineering teams. That has prompted executives to discuss how to get a... Read more ›
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Dropbox founder and CEO Drew Houston said Tuesday that he plans to step down as CEO, ending one of the longest running tenures at the helm of a tech company. Houston said Ashraf Alkarmi would become co-CEO with him during a transition period, after which Houston would become executive chairman ... Read more ›
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ServiceNow Chief Marketing Officer Colin Fleming said Tuesday that he is leaving the IT services software giant for OpenAI, where he will assume the role of CMO for its business segment. The executive worked for ServiceNow for two years and was previously a marketing executive at Salesforce for ... Read more ›
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AI startup Baseten has recently been in talks with investors to raise $1 billion at an $11 billion valuation including the money, according to a person with knowledge of the fundraise. That would more than double the company’s $5 billion valuation from its last round, which was announced just three months ago. The fundraising comes on the back of strong revenue growth for the startup, which rents out Nvidia AI... Read more ›
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Less than a year ago, our reporters kept hearing doubts about a group of startups called inference providers. Companies like Fireworks, Baseten and Together AI, which rent out Nvidia servers to app developers and help them customize open-source models, had grown quickly but seemed at risk of getting steamrolled by major cloud providers that could build these capabilities in-house. Those traditional cloud providers also have the advantage of owning the... Read more ›
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01.06.2026 20:30
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