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# ![@theinformation Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1881168794.png) @theinformation The Information

The Information posts on X about open ai, chips, founders fund, investment the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1881168794/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +115%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1881168794/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +21%
- X Months XXXXX +100%
- X Year XXXXX +82%

### Followers: XXXXXXX [#](/creator/twitter::1881168794/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:followers.svg)

- X Week XXXXXXX +0.18%
- X Month XXXXXXX +1.20%
- X Months XXXXXXX +6.20%
- X Year XXXXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::1881168794/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881168794/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1881168794/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [vc firms](/list/vc-firms)  #492 [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[open ai](/topic/open-ai) #332, [chips](/topic/chips) #428, [founders fund](/topic/founders-fund) 0.7%, [investment](/topic/investment) #2187, [microsoft](/topic/microsoft) #679, [fintech](/topic/fintech) 0.35%, [salesforce](/topic/salesforce) #223, [concentrated](/topic/concentrated) 0.35%, [infrastructure](/topic/infrastructure) #2905, [builder](/topic/builder) XXXX%

**Top accounts mentioned or mentioned by**
[@stephpalazzolo](/creator/undefined) [@accrued_int](/creator/undefined) [@reo_reports](/creator/undefined) [@srimuppidi](/creator/undefined) [@aaronpholmes](/creator/undefined) [@coryweinberg](/creator/undefined) [@nmasc](/creator/undefined) [@anitaramaswamy](/creator/undefined) [@kevkubernetes](/creator/undefined) [@stevelevine](/creator/undefined) [@grok](/creator/undefined) [@mwa_ia](/creator/undefined) [@mimiktech](/creator/undefined) [@dallinfae](/creator/undefined) [@akashpasricha](/creator/undefined) [@anissagardizy8](/creator/undefined) [@openservai](/creator/undefined) [@erinkwoo](/creator/undefined) [@jingyanghk](/creator/undefined) [@amir](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Salesforce Inc (CRM)](/topic/salesforce) [Klarna Group (KLAR)](/topic/klarna) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts [#](/creator/twitter::1881168794/posts)
---
Top posts by engagements in the last XX hours

"OpenAI overshadowed Salesforce at the enterprise software firm's Dreamforce event. Read more from @Kevkubernetes and @ErinkWoo 👇"  
[X Link](https://x.com/theinformation/status/1978577893325214075) [@theinformation](/creator/x/theinformation) 2025-10-15T21:45Z 121.5K followers, 2159 engagements


"San Francisco-based Reducto uses a mix of traditional OCR and vision-language models (VLMs) to parse intricate documents for finance healthcare and legal fields. Learn more:"  
[X Link](https://x.com/theinformation/status/1978517498111631541) [@theinformation](/creator/x/theinformation) 2025-10-15T17:45Z 121.5K followers, 1853 engagements


"Lightspeed Venture Partners Khosla Ventures Coatue Management and DST Global are among the investors in Distyl AI's latest funding round. The startup founded by former Palantir employees had previously raised $XX million. Read more here:"  
[X Link](https://x.com/theinformation/status/1971239549557748043) [@theinformation](/creator/x/theinformation) 2025-09-25T15:45Z 121.5K followers, 2696 engagements


".@Runwayml CEO @c_valenzuelab explains why AI-generated content should have the same copyright protections as traditional art: "If artists are the ones communicating via this medium then artists should hold their rights to anything they create. Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1975670585033216496) [@theinformation](/creator/x/theinformation) 2025-10-07T21:12Z 121.7K followers, 195.4K engagements


"XAI is entering into unusual financial arrangements to fund Colossus X including: -A $XX billion lease-to-own deal for Nvidia chips with Valor Equity Partners raising the money through a special purpose vehicle (SPV). -A joint venture with Solaris Energy Infrastructure to build a 1-gigawatt power plant. Full story here:"  
[X Link](https://x.com/theinformation/status/1978910081061200214) [@theinformation](/creator/x/theinformation) 2025-10-16T19:45Z 121.5K followers, 2664 engagements


"Founders Fund is planning to invest in a new round of funding for data center builder Crusoe at a $XX billion valuation and has taken a XXXX% stake in incubated nuclear fuel startup General Matter. Read:"  
[X Link](https://x.com/theinformation/status/1976675367889813950) [@theinformation](/creator/x/theinformation) 2025-10-10T15:45Z 121.5K followers, 2381 engagements


"The "Sign In with ChatGPT" concept includes a novel payment idea: companies that adopt the sign-in feature could transfer the cost of using OpenAI's models to their customers. -For non-paying ChatGPT users the cost would be offset against their query capacity limits. -If a non-paying user hits their rate limits while using a startups feature they could be prompted to upgrade to a paid ChatGPT account. Learn more:"  
[X Link](https://x.com/theinformation/status/1979193214272770378) [@theinformation](/creator/x/theinformation) 2025-10-17T14:30Z 121.7K followers, 2384 engagements


"For xAI to secure the chips for Colossus X a special purpose vehicle (SPV) anchored by Valor Equity Partners is raising $XX billion to purchase Nvidia chips and lease them to the company The SPV is composed of $XXX billion in equity (including up to $X billion from Nvidia) and $XXXX billion in debt. Read:"  
[X Link](https://x.com/theinformation/status/1978966707843567936) [@theinformation](/creator/x/theinformation) 2025-10-16T23:30Z 121.5K followers, 3004 engagements


"Sequoia Capital which first invested in Klarna in 2010 made a $XXX billion gain on its original $XXX million investment after the fintech went public this month. Find out more:"  
[X Link](https://x.com/theinformation/status/1969435142721556800) [@theinformation](/creator/x/theinformation) 2025-09-20T16:15Z 121.5K followers, 3127 engagements


"TD Cowens Derrick Wood on @Oracles stock movement. It was up X% yesterday on the news. When they did give annual guidance over the next five years there was a little bit more back end loaded EPs ramp in fiscal XX and fiscal XX. Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1979289918552641592) [@theinformation](/creator/x/theinformation) 2025-10-17T20:54Z 121.7K followers, 2255 engagements


"A "land grab" is on in AI ad tech pitting giants like Salesforce Microsoft Amazon and Google against each other to reshape the complex business of digital advertising. Learn more about the market battle for AI-powered solutions:"  
[X Link](https://x.com/theinformation/status/1977792730433528273) [@theinformation](/creator/x/theinformation) 2025-10-13T17:45Z 121.5K followers, 2282 engagements


"Founders Fund's concentrated AI strategy aligns with Peter Thiel's view that winners in AI must achieve enormous scale quickly. This justifies its recent $X billion investment in OpenAI. Read:"  
[X Link](https://x.com/theinformation/status/1975897732687548703) [@theinformation](/creator/x/theinformation) 2025-10-08T12:15Z 121.5K followers, 2838 engagements


"To win favor with Washington The Metals Co. secured an $XX million investment from Korea Zinc to build U.S. processing plants for battery metals aiming to challenge Chinese dominance in the supply chain. Find the full scope:"  
[X Link](https://x.com/theinformation/status/1978177756820041896) [@theinformation](/creator/x/theinformation) 2025-10-14T19:15Z 121.5K followers, 2279 engagements


"OpenAI is collaborating with SoftBank's Arm to develop a central processing unit (CPU) chip designed to work with OpenAI's AI server chip co-designed with Broadcom. Full story here:"  
[X Link](https://x.com/theinformation/status/1978109822735176047) [@theinformation](/creator/x/theinformation) 2025-10-14T14:45Z 121.5K followers, 3526 engagements


"Recent deals with OpenAI expose Nvidia Broadcom and AMD to the risk that the AI firm's projected $XXX billion cash burn through 2029 could impact its ability to meet commitments. See the specific risks each firm faces:"  
[X Link](https://x.com/theinformation/status/1979262449250447482) [@theinformation](/creator/x/theinformation) 2025-10-17T19:05Z 121.7K followers, 2281 engagements


".@XAI's Colossus X data center is "going to be more than one gigawatt of power with about 550000 Nvidia chips in it which would make it the first data center of that scale in the world. It's really unprecedented in size." The Informations @theo_wayt Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1978936591797104801) [@theinformation](/creator/x/theinformation) 2025-10-16T21:30Z 121.7K followers, 2638 engagements


"Today's revenue growth is masking tomorrow's profitability challenges. Massive outlays on chips and data centers will increase depreciation expenses in 2025 directly reducing operating profit for cloud giants. See the details:"  
[X Link](https://x.com/theinformation/status/1979559355730022792) [@theinformation](/creator/x/theinformation) 2025-10-18T14:45Z 121.7K followers, 1944 engagements


"The Arm-designed CPU for OpenAI aims to do more AI computing than CPUs that currently run with Nvidia chips. The CPU is worth billions of dollars in potential revenue to Arm. Full analysis:"  
[X Link](https://x.com/theinformation/status/1979604644427899139) [@theinformation](/creator/x/theinformation) 2025-10-18T17:45Z 121.7K followers, 2849 engagements


"Salesforce CEO Shifts AI Strategy as OpenAI Threat Looms OpenAI overshadowed Salesforce at the enterprise software firm's Dreamforce event. Read more from @KevKubernetes and @erinkwoo 👇"  
[X Link](https://x.com/theinformation/status/1978579595973525883) [@theinformation](/creator/x/theinformation) 2025-10-15T21:51Z 121.5K followers, 2336 engagements


"Fintech in the US hasn't really happened yet @BrexHQ CEO @pedroh96 Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1978215589219881466) [@theinformation](/creator/x/theinformation) 2025-10-14T21:45Z 121.5K followers, 3433 engagements


"Sodium ion battery technology has faced a tough year: -Two major sodium-ion startups Bedrock Materials and Natron Energy have closed their doors. -The ex-CEO of Bedrock and a paper in Nature concluded that sodium ion cannot beat LFP on cost citing its lower energy density. Full details:"  
[X Link](https://x.com/theinformation/status/1978876115318972831) [@theinformation](/creator/x/theinformation) 2025-10-16T17:30Z 121.7K followers, 1980 engagements


"A major new threat for e-commerce brands is AI search tools like ChatGPT and Perplexity which have already decimated traffic to some websites. Optimizing for AI search is now critical. Find out more:"  
[X Link](https://x.com/theinformation/status/1979238505990455307) [@theinformation](/creator/x/theinformation) 2025-10-17T17:30Z 121.7K followers, 1779 engagements


"Founders Fund is placing its biggest bets on companies like OpenAI data center builder Crusoe and nuclear fuel startup General Matter outlining its strategy at a recent annual general meeting"  
[X Link](https://x.com/theinformation/status/1975618393253331408) [@theinformation](/creator/x/theinformation) 2025-10-07T17:45Z 121.5K followers, 2323 engagements


"What do AI researchers look for when considering roles Chris Davis Managing Director at @RRAonLeadership: It just comes down to the quality of the prompt engineering in some ways it's the curiosity too. . to really think about the scope of what's possible with these models and frankly not just to be siloed within the world of research. Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1977864515761889784) [@theinformation](/creator/x/theinformation) 2025-10-13T22:30Z 121.5K followers, 2587 engagements


"While Kleiner Perkins has mostly backed AI application companies like Harvey and Glean its partners were convinced to invest in Anthropic by the success of its coding assistant Claude Code. Read more:"  
[X Link](https://x.com/theinformation/status/1963629404338180263) [@theinformation](/creator/x/theinformation) 2025-09-04T15:45Z 121.5K followers, 1817 engagements


"Exclusive: Nvidia is financially supporting neocloud upstarts like Together AI CoreWeave and Lambda providing them with chip allocations to foster competition against traditional cloud giants. Learn more:"  
[X Link](https://x.com/theinformation/status/1979189430838501869) [@theinformation](/creator/x/theinformation) 2025-10-17T14:15Z 121.7K followers, 2264 engagements


"Of the 34000 organizations running our AI capabilities the most successful are those that make it easy for human behavior to adapt says Jared Coyle chief AI officer at SAP Americas. The more disruptive and less intuitive the change the more likely it is to flop. Read more from the recap of our #AIAgendaLive panel with @SAP @AMD and Tessera Labs:"  
[X Link](https://x.com/theinformation/status/1979264927656300674) [@theinformation](/creator/x/theinformation) 2025-10-17T19:15Z 121.7K followers, 2285 engagements


"Microsoft is the world's second most valuable company potentially making it less vulnerable to political pressure than competitors. Its market cap is $XXX trillion. The companys handling of the Monaco situation is a critical test. Read more:"  
[X Link](https://x.com/theinformation/status/1978207953351012676) [@theinformation](/creator/x/theinformation) 2025-10-14T21:15Z 121.5K followers, 2367 engagements


"The new OpenAI sign-in approach has potential downsides for companies: -Many companies want to use models from other providers like Anthropic. -For startups charging on a usage basis the model could turn them into "free middleware" for OpenAI hurting revenue as usage credited to users ChatGPT accounts would be free. Find out more about the challenges:"  
[X Link](https://x.com/theinformation/status/1979548128945611174) [@theinformation](/creator/x/theinformation) 2025-10-18T14:00Z 121.7K followers, 3908 engagements


"Exclusive: OpenAI is set to spend more on server rentals with rivalsprimarily Oraclethan with Microsoft by 2030 marking the end of their exclusive cloud partnership. Read:"  
[X Link](https://x.com/theinformation/status/1978879881283862711) [@theinformation](/creator/x/theinformation) 2025-10-16T17:45Z 121.6K followers, 2004 engagements


"While rivals like Andreessen Horowitz spread their capital widely Founders Fund plans to back about XX companies from its most recent $XXX billion growth-stage fund reducing the number of investments from prior funds. The divide in venture capital approaches could reshape the industry. More details:"  
[X Link](https://x.com/theinformation/status/1976403552026193922) [@theinformation](/creator/x/theinformation) 2025-10-09T21:45Z 121.5K followers, 2553 engagements


".@awscloud CMO Julia White on their AI chip strategy: Our long term investment in our own chips with Trainium being kind of the most current example is really a wonderful advantage for us from a price performance perspective. Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1977834484570444279) [@theinformation](/creator/x/theinformation) 2025-10-13T20:31Z 121.7K followers, 11.6K engagements


"OpenAI has a $XXX billion computing cost problem"  
[X Link](https://x.com/theinformation/status/1975456056298893702) [@theinformation](/creator/x/theinformation) 2025-10-07T07:00Z 121.7K followers, 19.3K engagements


"SoftBank a major shareholder in OpenAI is committing to investing tens of billions of dollars into the startup and into financing its ambitious data center plans. Learn more:"  
[X Link](https://x.com/theinformation/status/1978487309294018871) [@theinformation](/creator/x/theinformation) 2025-10-15T15:45Z 121.5K followers, 1977 engagements


"Exclusive: Anthropic has hired former bankers and venture capitalists including two since May to staff a corporate development team reporting to CFO Krishna Rao. This team prefers smaller acquisitions suggesting deals worth $XXX million or less. Full details:"  
[X Link](https://x.com/theinformation/status/1979521602258690401) [@theinformation](/creator/x/theinformation) 2025-10-18T12:15Z 121.7K followers, 10.8K engagements


"Peter Thiel's Founders Fund is doubling down on concentrated AI bets a shift from its recent caution on generative AI. The firm is focusing its capital on a handful of key players. Read more:"  
[X Link](https://x.com/theinformation/status/1975248466466013295) [@theinformation](/creator/x/theinformation) 2025-10-06T17:15Z 121.5K followers, 2295 engagements


"Salesforce is pitching its Agentforce AI agent service to help with media planning and evaluating performance even claiming it "can take action" like pausing spending on underperforming campaigns. Learn more:"  
[X Link](https://x.com/theinformation/status/1978834593588334884) [@theinformation](/creator/x/theinformation) 2025-10-16T14:45Z 121.6K followers, 1858 engagements


"OpenAI CEO Sam Altman is pressing TSMC to free up more manufacturing capacity to produce the company's new AI chip with Broadcom. Read:"  
[X Link](https://x.com/theinformation/status/1978887432138358823) [@theinformation](/creator/x/theinformation) 2025-10-16T18:15Z 121.7K followers, 66.9K engagements


".@carlosdomingo Founder and CEO of @Securitize on why real-world asset tokenization is the future of crypto. "What we see is validating our thesis that bring into the crypto economy real-world assets that have intrinsic value and solid backing it's actually something that more people should be considering." Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1977856995802714499) [@theinformation](/creator/x/theinformation) 2025-10-13T22:00Z 121.7K followers, 24.7K engagements


"Nvidia CEO Jensen Huang praised Cursor on CNBC as his favorite enterprise AI service noting that every Nvidia engineer is assisted by AI coders. Read our deep dive:"  
[X Link](https://x.com/theinformation/status/1978155107456889036) [@theinformation](/creator/x/theinformation) 2025-10-14T17:45Z 121.5K followers, 1881 engagements


".@Ouraring CEO on raising $XXX million: "Everyone knows that AI is incredibly expensive and I think AI and the future of healthcare are intertwined. Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1978198152256671776) [@theinformation](/creator/x/theinformation) 2025-10-14T20:36Z 121.5K followers, 2536 engagements


"An OpenAI executive expects the entire economy to become an Reinforcement Learning Machine. This implies that AI might train on recordings of how professionals in all fields handle day-to-day work on their devices. Details on this new era of AI training: AI developers are training models on carefully curated examples of answers to difficult questions. Data labeling firms are hiring experienced professionals in niche fields to complete real-world tasks using specific applications that the AI can watch. Read more:"  
[X Link](https://x.com/theinformation/status/1969827732046426400) [@theinformation](/creator/x/theinformation) 2025-09-21T18:15Z 121.7K followers, 628.9K engagements


"Exclusive: OpenAI Is Working With SoftBanks Arm on Broadcom AI Chip Effort Read more from @QianerLiu and @anissagardizy8 👇"  
[X Link](https://x.com/theinformation/status/1977867014468223134) [@theinformation](/creator/x/theinformation) 2025-10-13T22:40Z 121.7K followers, 35.7K engagements


"Together AI is looking to expand its GPU cloud presence outside the U.S. and has discussed working on data center facilities in Saudi Arabia in partnership with the country's AI push company Humain. Read the full story:"  
[X Link](https://x.com/theinformation/status/1979566909432414389) [@theinformation](/creator/x/theinformation) 2025-10-18T15:15Z 121.7K followers, 2000 engagements


"Founders Fund Shifts From Caution to Concentrated Bets on AI Peter Thiels Founders Fund bets that scale will determine success in the AI race. Read more from Miles Kruppa 👇"  
[X Link](https://x.com/theinformation/status/1975191084465598948) [@theinformation](/creator/x/theinformation) 2025-10-06T13:27Z 121.5K followers, 2489 engagements


"AI Agenda: The proposed "Sign In with ChatGPT" model could be especially attractive for smaller startups offering them a way to reduce high API bills or a solution before they've figured out how to charge customers for their services. Learn how this model could impact their costs:"  
[X Link](https://x.com/theinformation/status/1979253601328333306) [@theinformation](/creator/x/theinformation) 2025-10-17T18:30Z 121.6K followers, 2129 engagements


"Generative AI and the rise of AI-generated fake sports highlights are adding to misinformation concerns for sports leagues. Corporate partners preparing for the Super Bowl and FIFA World Cup express trepidation. See what we found:"  
[X Link](https://x.com/theinformation/status/1978502398436843676) [@theinformation](/creator/x/theinformation) 2025-10-15T16:45Z 121.5K followers, 1851 engagements


"Founders Fund is shying away from major bets on AI chipsthe only one of five AI categories the firm laid out at its annual meeting where it hasn't yet made a significant investment"  
[X Link](https://x.com/theinformation/status/1977022639173505509) [@theinformation](/creator/x/theinformation) 2025-10-11T14:45Z 121.5K followers, 2575 engagements


"The crypto market lost nearly $XXX billion in value from last Friday to Sunday after the sell-off gained steam one of the largest market losses since the collapse of FTX in 2022. Read:"  
[X Link](https://x.com/theinformation/status/1978434448598208734) [@theinformation](/creator/x/theinformation) 2025-10-15T12:15Z 121.6K followers, 2067 engagements


"Anthropic recently valued at $XXX billion is preparing to increase its pace of acquisitions telling investment bankers it's ready to move off the sidelines. Full story here:"  
[X Link](https://x.com/theinformation/status/1978585448285913523) [@theinformation](/creator/x/theinformation) 2025-10-15T22:15Z 121.5K followers, 2369 engagements


"XAI's strategy to control its data centers contrasts with rivals like OpenAI and Anthropic who have partnered extensively with outside cloud firms for computing power. The $XX billion chip deal means xAI won't own the majority of its chips at first nor will it control the power facility. Learn more:"  
[X Link](https://x.com/theinformation/status/1979200889895198752) [@theinformation](/creator/x/theinformation) 2025-10-17T15:00Z 121.7K followers, 2224 engagements


"A technical glitch at Binance prevented traders from stepping in to buy Ethenas USDe at a discount during the sell-off causing its price to fall to XX cents. Read the full analysis:"  
[X Link](https://x.com/theinformation/status/1979280023568662830) [@theinformation](/creator/x/theinformation) 2025-10-17T20:15Z 121.7K followers, 2302 engagements


"AI is fueling a sharp divide over generated broadcasts. While some leagues license legendary sportscasters' voices for personalized highlights others wonder if fans will miss listening to the original human call of the game. Our takeaways:"  
[X Link](https://x.com/theinformation/status/1979272471233626278) [@theinformation](/creator/x/theinformation) 2025-10-17T19:45Z 121.7K followers, 2290 engagements


"Oracle is looking to reassure investors that its AI data center business renting out servers with Nvidia chips to firms like OpenAI and Meta will hit a XX% to XX% gross profit margin. Full story here:"  
[X Link](https://x.com/theinformation/status/1979179482066862426) [@theinformation](/creator/x/theinformation) 2025-10-17T13:35Z 121.7K followers, 2121 engagements


"Andreessen Horowitz led a new round for Reducto a startup combining OCR with new AI to understand complex documents. This Series B triples its valuation to $XXX million. Full story here:"  
[X Link](https://x.com/theinformation/status/1978170215960568108) [@theinformation](/creator/x/theinformation) 2025-10-14T18:45Z 121.5K followers, 2257 engagements


"Interactive Brokers and Cloudflare are among the noncrypto players potentially entering the stablecoin market further intensifying competition and changing the industry landscape. Read:"  
[X Link](https://x.com/theinformation/status/1977098130656027068) [@theinformation](/creator/x/theinformation) 2025-10-11T19:45Z 121.5K followers, 2843 engagements


"Exclusive: Oracles AI Cloud Business Has a Razor-Thin XX% Gross Profit Margin New Data Show Internal documents at Oracle show the financial challenge of buying and renting out Nvidia chips. Read more from Anissa Gardizy Anita Ramaswamy and Cory Weinberg 👇"  
[X Link](https://x.com/theinformation/status/1975581152762097899) [@theinformation](/creator/x/theinformation) 2025-10-07T15:17Z 121.5K followers, 11.2K engagements


"The San Francisco-based startup Anthropic could use acquisitions to hire more technical staff and expand its capabilities beyond coding-related tasks which currently comprise most of its revenue. Read:"  
[X Link](https://x.com/theinformation/status/1979204530240716913) [@theinformation](/creator/x/theinformation) 2025-10-17T15:15Z 121.7K followers, 2013 engagements


"Japanese banks are making a strong push into the data center market with two firms in particular moving fast. Sumitomo Mitsui Banking Corp. and Mitsubishi UFJ Financial Group ranked second and third in recent telecoms deals league tables. These banks are able to offer cheaper access to capital for infrastructure projects compared to American banks. Read the full story:"  
[X Link](https://x.com/theinformation/status/1971948948492267818) [@theinformation](/creator/x/theinformation) 2025-09-27T14:44Z 121.5K followers, 2979 engagements


"The sell-off in Ethenas wildly popular USDe a "synthetic dollar" that uses a basis trade to maintain its value triggered further sales during the crypto crash over the weekend. Details:"  
[X Link](https://x.com/theinformation/status/1978842143050334704) [@theinformation](/creator/x/theinformation) 2025-10-16T15:15Z 121.7K followers, 1927 engagements


"OpenAI range of deals have different structures: -Broadcom is partnering to develop custom chips. -Nvidia pledged to invest in OpenAI as its AI data centers are built out. -AMD pledged to give up to XX% of its stock in warrants in exchange for a commitment to buy its chips. Learn more:"  
[X Link](https://x.com/theinformation/status/1979276307977363530) [@theinformation](/creator/x/theinformation) 2025-10-17T20:00Z 121.7K followers, 3075 engagements


"Today on The Informations TITV: -@ouraring CEO Tom Hale (@tomeghale) on their $900M funding round -@BrexHQ Founder Pedro Franceschi (@pedroh96) on the next phase of fintech & growth -@josephfkrause CEO of @radicalai_inc on AI supercharging the way materials are designed developed and discovered -@steph_palazzolo AI Reporter on neo-cloud companies redefining the market 📺 Tune in at XX am PT / X pm ET on"  
[X Link](https://x.com/theinformation/status/1978132501437571131) [@theinformation](/creator/x/theinformation) 2025-10-14T16:15Z 121.5K followers, 2179 engagements


""Anthropic is telling outside bankers that they are ready to do acquisitions. And that's a break from their strategies in the past when they're focusing on talent." The Informations @PauValida details @Anthropics shift in M&A strategy. Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1978944185869705472) [@theinformation](/creator/x/theinformation) 2025-10-16T22:00Z 121.7K followers, 3610 engagements


"OpenAI is preparing to release ChatGPT 'agents' that could threaten Microsoft Excel and PowerPoint"  
[X Link](https://x.com/theinformation/status/1945485825443283360) [@theinformation](/creator/x/theinformation) 2025-07-16T14:09Z 121.6K followers, 136.3K engagements


"With a new Series B Reducto's total funding is $XXX million. The company has burned less than $X million in two years and still holds more than $XXX million in the bank. Full story here:"  
[X Link](https://x.com/theinformation/status/1979582000315973661) [@theinformation](/creator/x/theinformation) 2025-10-18T16:15Z 121.7K followers, 2194 engagements


"OpenAI is taking steps to make ChatGPT "people's personal AI subscription" with "apps in ChatGPT" enabling users to search Zillow or create Spotify playlists directly within the chatbot. Read the full story on OpenAI's ecosystem play:"  
[X Link](https://x.com/theinformation/status/1979027095884845353) [@theinformation](/creator/x/theinformation) 2025-10-17T03:30Z 121.6K followers, 3575 engagements


"Elon Musks xAI is pursuing an ambitious plan to build the world's most powerful data center Colossus X and a massive natural gas plant to power it. The project's scale and xAI's precarious finances necessitate reliance on outside funding and risk-sharing. Learn more:"  
[X Link](https://x.com/theinformation/status/1978883734246932731) [@theinformation](/creator/x/theinformation) 2025-10-16T18:00Z 121.7K followers, 4851 engagements


".@radicalai_inc CEO @josephfkrause on the impact of AI-powered labs: You're going to now have those PhDs spend all of that brainpower. thinking about implementing novel material systems." Watch the full episode:"  
[X Link](https://x.com/theinformation/status/1978223122282070081) [@theinformation](/creator/x/theinformation) 2025-10-14T22:15Z 121.5K followers, 3961 engagements