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The AI boom isn't one story. It's three, moving at once.

Chipmakers are racing to keep up with demand. Data center developers are racing to secure the power and land to run those chips. And a fast-growing set of generative AI companies is racing to turn all of that infrastructure into products, revenue and market share.

Our recent reporting has captured the squeeze from every angle: SpaceX's turbine-blade bet to solve its power crunch, a new multibillion-dollar chip-financing venture from Coatue and MatX, a leadership shake-up inside SpaceX's data center unit, and Nvidia's mixed messaging on chip longevity.

Most coverage picks one of these threads and follows it. The Information Pro is built to help you see all three at once.

Subscribe to The Information Pro today for $999 $749 and save 25% on the first year to go beyond any single story.

Three databases. One map of the AI economy.

With Pro, you can:

• Track the chip race: Use the AI Chip Database to follow companies competing across training, inference, cost, efficiency and specialization — a clearer view of the players competing beyond the biggest names.
• Track the buildout: Use the AI Data Center Database to see where major computing projects are being built, which companies are involved and how power constraints are shaping development.
• Track the companies building on top of it all: Use the Generative AI Database to compare funding, valuations, models and providers across hundreds of generative AI companies.

Together, these tools give Pro subscribers a map of the AI economy — from the chips inside the server clusters, to the data centers bringing them online, to the companies turning that compute into products.

Why this matters:

• Chip supply is a strategic risk. Demand is straining manufacturing capacity, and who's ahead—and who's catching up—keeps shifting.
• Power is becoming a hard constraint. Data center delays and cost overruns could leave billions of dollars of AI chips sitting unused.
• The application layer is exploding. Hundreds of generative AI companies are competing for funding, customers and staying power—and valuations are moving fast.

Following the AI buildout means seeing how chips, infrastructure and the companies built on top of them intersect—and where the next constraint, or opportunity, is emerging.

Before it's everywhere, it's in The Information.

Subscribe to The Information Pro today for $749 and save 25% on the first year to access the AI Chip Database, AI Data Center Database and Generative AI Database — plus Deep Research, org charts of 70+ companies and all of The Information's exclusive journalism.