Alex Eichenstein
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🌐 theinformation.comSource
Greetings! On their earnings calls earlier in the week, Meta Platforms and SpaceX delivered the same underlying message to investors: demand for AI is running ahead of the supply of AI compute. On Thursday, another important player in the AI ecosystem—Blackstone, the alternativ
🌐 theinformation.comSource
Cybersecurity has been a dealmaking bright spot amid the broader software gloom, fueled by bets that AI adoption will boost demand for security products. But it’s been hard for private equity firms to get in on the sizzling sector. Corporate buyers have been snapping up cybersec