The Information
The Information has a simple mission: deliver important, deeply reported stories about the technology business you won’t find elsewhere.
The Information
Nov 04, 2025

Join high-powered tech and business leaders who read The Information every day. Save 25% on an annual subscription.

The Information Forum Digest

The top posts from The Information's subscriber only community.

Write a post

Featured posts

Jensen Huang gets it wrong

Posted by Tim O'reilly · Founder & CEO 7 hours ago

In a recent newsletter, Ben Thompson suggested paying attention to a portion of Jensen Huang’s keynote at NVidia’s GPU Technology Conference (GTC) in...

Top comments

Justin Baker

on... Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Looks like the market initially cut oracle’s valuation by $58 billion as a result of this article.

I have never moved public markets by $58 billion so that is impressive to me.

Shows you how seriously markets take this publication.

Message

Benjamin Cohen

on... Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Bombshell? Moving markets. Thought this was known!

Message

Mihai Suta

on... Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives

It starts with education and pen‑and‑paper basics: understand your company’s processes, data structures, and workflows; identify the key use cases; study the model landscape and market trends; and then adapt and train the teams. AI adoption means large‑scale augmentation, so not only are more resources required, but especially people.

Message
Follow us
X
LinkedIn
Facebook
Threads
Instagram
Sent to fugol@nie.podam.pl | Manage your preferences or unsubscribe | Help
The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103