Enterprise

Enterprise companies are large scale organizations. Enterprise companies covered by the Information include AWS, Salesforce, Databricks and more.

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As Anthropic Costs Mount, Businesses Pressure Software Firms to Shorten Contracts

By Laura Bratton · May 20, 2026 9:00am PDT · 2 comments
Businesses are spending more on Anthropic and other AI providers, and the additional budget has to come from somewhere. One natural target for cuts is other software. While businesses aren’t abandoning their enterprise applications outright, they’re putting themselves in a better position to do so if AI makes traditional apps less important. For... Businesses are spending more on Anthropic and other AI providers, and the additional budget has...
Guests during Cerebras Systems IPO at Nasdaq MarketSite May 14.
Dealmaker

Investors Fall Back in Love With IPOs

By Valida Pau · May 19, 2026 5:30pm PDT
For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past few months, it’s not Anthropic and OpenAI driving those discussions—but hardware and utility companies a few steps removed from what the AI model makers do.On Monday,... For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI...
How Microsoft, Meta, xAI Get AI Training Data From Their Employees
Applied AI

How Microsoft, Meta, xAI Get AI Training Data From Their Employees

By Aaron Holmes and Jyoti Mann · May 19, 2026 10:30am PDT
Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals like Anthropic and Cursor, but Microsoft thinks it has an advantage over those companies: roughly 100,000 software engineers who work for Microsoft. As we reported Monday, Microsoft leaders think they can develop coding models using the wealth of... Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals...
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Deep Research

Software Under Siege: Enterprise AI Report Card

By The Information Staff · Apr 1, 2026 12:59pm PDT
Artificial intelligence has loomed large over the software sector, with fears of AI disruption battering the stocks of legacy enterprise software giants. Beyond the investor panic and Silicon Valley hype, what is actually happening inside big companies that spend money on software? An analysis by The Information’s Deep Research suggests an early... Artificial intelligence has loomed large over the software sector, with fears of AI disruption...
Art by Mike Sullivan.
Exclusive

OpenAI’s Shopping U-Turn Could Complicate Enterprise Playbook

By Ann Gehan · Mar 23, 2026 6:00am PDT · 1 comment
OpenAI’s abrupt shopping pullback earlier this month didn’t just raise questions about its decision-making. It also affected several commerce and payments firms, including PayPal and Etsy, that have put in work to help the ChatGPT maker expand the high-profile shopping venture and are now in limbo as it sorts out what’s next. And in the case of... OpenAI’s abrupt shopping pullback earlier this month didn’t just raise questions about its...
Enterprise Power List

Introducing The Information’s Enterprise Tech Power List

By Kevin McLaughlin, Aaron Holmes and Amir Efrati · Aug 8, 2022 6:00am PDT
The biggest battle in tech is happening where most consumers can’t see it: the cloud. And a new cast of executives and investors are increasingly calling the shots—making decisions about the future of the battle with trillions of dollars at stake. The Information spent the last several months researching these leaders to compile... The biggest battle in tech is happening where most consumers can’t see it: the cloud. And a...