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Hello, Recently, we were the first to break stories on SpaceX’s move into AI cloud computing, trouble in Jane Street-linked data center debt, a Tether bank partner caught up in an assets seizure and more. Publications such as Reuters, CoinDesk, 9fin and Techmeme followed our reporting. At The Information, we break the stories that matter before they become mainstream. Subscribe for $299 and save 25% on your first year to see them first. Here's what we told our readers first. AI’s compute boom Elon Musk once rejected the idea of selling xAI’s computing power, saying it wouldn’t be taken seriously as an AI lab. Now SpaceX’s AI unit has turned itself into an AI cloud firm, with labs such as Anthropic and Google among its customers. How it got there is in the story. Demand for inference is also fueling startups: Fireworks and Fal are weighing new rounds, and GPU cloud provider GMI raised $668 million in equity and debt. But debt tied to a data center leased to Jane Street has soured in secondary trading. What investors are asking for, and why, is in the story. Meta’s Muse finds an audience Meta’s agent has passed 3 million weekly users just weeks after launch. How engaged those users are, and how that compares with Meta’s reach, is in the story. A stablecoin giant’s bank partner One of Tether’s bank partners got caught up in an assets seizure. Which bank, and how Tether ends up exposed to it, is in the story. Across AI infrastructure and crypto, money is moving fast, and not every deal is landing smoothly. Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on your first year for reporting that shows where the money is moving before the rest of the market catches on. Subscribe now From The Information Pro IPO Tracker Which tech company goes public next? Follow nearly 80 companies on the road to an IPO, from Anthropic and OpenAI to Discord and Strava, with expected timing, valuations and outlook for each. Gain access to the IPO Tracker, 60+ org charts, proprietary databases, exclusive newsletters, subscriber-only events and more by subscribing to The Information Pro for $749. Sign Up for Our Newsletter 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