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Hello, Every AI model depends on chips, power and the money to build data centers. A small group of people has an outsized say in all three, and The Information named them. Our new 50 Most Influential People in Tech list names the people we think will shape the industry over the next decade. Among the people steering the compute behind AI are SpaceX’s Elon Musk, Nvidia’s Jensen Huang and Meta’s Mark Zuckerberg, plus a few names you might not expect. We didn’t take applications or listen to PR pitches. The list draws on what The Information does best: the hundreds of conversations our reporters have with sources every week, which show us what these leaders are up to before they announce their moves. Subscribe for $399 $299 and save 25% on your first year to unlock the full list. Elon Musk’s surprise pivot Musk once rejected the idea of renting out his AI computing power. Now SpaceX’s AI unit has talked with Microsoft about leasing its capacity, with labs like Anthropic and Google already among its customers. The Amodeis’ compute shopping spree Dario and Daniela Amodei’s Anthropic has lined up computing deals with cloud giants, chipmakers and even SpaceX. We added up the deals, and the total is likely far higher than what Anthropic told investors last year. Jensen Huang is tracking the world’s power Nvidia sees power as a key barrier to getting its chips online. Huang says the company knows where the world’s available power is, and Nvidia is going further, investing in energy companies and even leasing data centers on its customers’ behalf. Mark Zuckerberg’s data center hits a debt snag A data center being built for Meta, an investment-grade customer, had to sweeten its debt deal to land investors, one of the clearest signs yet that financing AI’s buildout is getting harder. The neocloud Nadella and the Amodeis rely on Nscale counts Microsoft and Anthropic among its biggest customers and Nvidia among its backers. But its IPO pitch rests on contracts that nearly all depend on data centers it hasn’t finished building. The people shaping AI’s chips, power and money rarely announce their next move. To know where they’re headed, you have to be in the conversations before the press release, which is where our reporters are every week. Subscribe for $399 $299 and save 25% on your first year to see who else made the 50 Most Influential People in Tech, and to get the reporting behind every name. Subscribe now New From The Information Pro AI Inflection Index Flagging emergent terms and investable themes. 77 core AI trends tracked across 10,000 articles, newsletters, and briefings. Gain access to AI Index, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events, and more by subscribing to The Information Pro. Sign Up for Our Newsletters Two times/week Dealmaker By The Information Staff The Information’s reporters Valida Pau and Julia Hornstein give you the inside scoop on tech deals and dealmakers. Sign up Follow us Read anywhere 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