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2025 marked a pivotal year for AI. The rise of autonomous "agents" promised to fundamentally reshape the workplace and our interaction with technology. Yet, as the ambition of this new paradigm soared, so did the underlying financial strain.

The Information's rigorous reporting highlighted below brought to light both sides of this revolution. The significant technological breakthroughs driving AI's next phase, and the critical fiscal challenges now threatening its momentum.

This look back at 2025 captures a turning point in tech and finance, but the next chapter is already unfolding. Subscribe for $299 and save 25% on the first year to stay ahead of what’s next in 2026.

The Agentic Boom

OpenAI’s agents upended consumer apps like DoorDash, redefined productivity software and set off an industry-wide rush to build the next generation of autonomous tools.

The Monetization Reckoning: The Hard Math of AI

Startups overstated AI revenue, cloud spending slowed, and forecasts showed OpenAI burning billions, marking the moment AI’s business model met reality.

From the technical rise of AI agents to the hard math behind their costs, The Information uncovered the critical developments that defined 2025. Subscribe to The Information Annual for $399 $299 and save 25% on the first year.

If you want deeper insights into the companies driving the agent boom, you’ll need The Information Pro. From Deep Research to map strategic shifts in seconds, to the Generative AI Database and AI Data Center Database revealing the infrastructure behind soaring compute costs—Pro gives you the intelligence layer behind the headlines. Subscribe for $749 and save 25% on the first year.