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CoreWeave's debt reckoning, SpaceX's AI cloud pivot and Anthropic's charity bill: October's top stories
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October 28, 2026 Tech's Biggest Scoops October's stories shaping 2027 Hello, With two months left in 2026, now is the time to put your remaining budget to work. Put it toward something that will pay off long after year-end: staying ahead of the shifts shaping what comes next in 2027. This month alone, we took readers inside the quiet investor behind two of tech’s hottest startups, the debt fears hanging over CoreWeave and the mounting pressure on Anthropic ahead of its IPO. That’s the edge The Information delivers: reporting from inside the companies, deals and decisions shaping technology, so you’re never the last to know. It’s one investment that keeps working for you all year. Follow the Money The deals, bets and feuds behind the AI boom The Big Read Shroud of Secrecy Cloaks Star Investor Behind Cognition, Ramp By Jemima McEvoy Exclusive How CoreWeave’s Debt Binge Brought a Moment of Reckoning By Dakin Campbell Exclusive Ramp Investors Went Nuclear Against Airwallex After Doomed Deal By Michael Roddan Exclusive Instacart Is Exploring a Sale By Valida Pau, Jessica E. Lessin and Cory Weinberg All Eyes on Anthropic The pressure on AI’s hottest company Anthropic’s Margin is OpenAI’s Opportunity By Laura Bratton and Stephanie Palazzolo Exclusive Microsoft Slashes Internal Claude Spending by a Third By Aaron Holmes, Jyoti Mann and Kevin McLaughlin AI Agenda Anthropic Readies Model That Reads Users’ Intentions Better By Stephanie Palazzolo Sunday Insights Anthropic’s Big Charity Bill for Shareholders By Cory Weinberg The Big Pivots Tech giants retooling around AI Exclusive How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella By Aaron Holmes Exclusive Why the SaaSpocalypse Isn’t Over For Workday By Laura Bratton and Anita Ramaswamy Exclusive How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm By Grace Kay Exclusive OpenAI Eyes Acquisition That Could Boost Cybersecurity Business By Valida Pau and Amir Efrati Before it’s everywhere, it’s in The Information. Subscribe now and save 25% on your first year to follow the exclusive reporting that goes beyond the headlines. Subscribe now Our reporting is now easier to access wherever you are with the new The Information app, available on the App Store and Google Play. New From The Information Pro Generative AI Database Which AI startups are raising, and at what valuation? Compare funding, valuations and more across hundreds of generative AI companies. Gain access to the Generative AI Database, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro. Think you know tech? Prove it. Five quick polls a day on the biggest stories in tech. QUESTION OF THE DAY Anthropic is targeting a Nasdaq debut the week of Nov. 16. What will AUNT’s first-day move be? Vote in the free app Subscribers can view past polls in the archive. Follow us Download our app Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103