Articles from www.wsj.com

Articles from www.wsj.com

A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW (www.wsj.com)
2025-11-16 AI

A profile of Meta Chief AI Scientist Yann LeCun, reportedly leaving after being sidelined, who says LLMs are a dead end for AGI and backs world models instead (www.wsj.com)
2025-11-15 AI

Waymo partners with Moove and Baidu's ApolloGo partners with Lyft to roll out robotaxis in 2026 in London, the first place Chinese and US robotaxis will compete (www.wsj.com)
2025-11-15 China London

Microsoft unveils an AI “super factory”, a new class of hubs for AI training, in Atlanta, as part of its plan to double its data center footprint over two years (www.wsj.com)
2025-11-15 Microsoft AI

Sources: Amazon and Anthropic support the GAIN AI Act which would give US buyers first priority on advanced AI chips; Microsoft publicly supported it in October (www.wsj.com)
2025-11-14 Amazon Microsoft AI

Alembic, which offers AI-powered data analytics for marketers, raised a $145M Series B led by Prysm and Accenture at a $645M valuation, up from $49M in 2024 (www.wsj.com)
2025-11-14 AI

Sources: Verizon plans to cut ~15,000 jobs, its largest workforce reduction yet, and transition ~200 stores into franchised operations, seeking to reduce costs (www.wsj.com)
2025-11-14

An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls (www.wsj.com)
2025-11-14 Startup AI Nvidia Shanghai

Anthropic says China's state-sponsored hackers used its tools to automate 80% to 90% of a September hacking campaign that targeted corporations and governments (www.wsj.com)
2025-11-14 China

Sources: Verizon plans to cut ~15,000 jobs, its largest workforce reduction ever, and transition ~200 stores into franchised operations, seeking to cut costs (www.wsj.com)
2025-11-14

AI coding startup Cursor raised $2.3B co-led by Accel and Coatue at a $29.3B valuation, after raising a $900M Series C at a $9.9B valuation in June (www.wsj.com)
2025-11-13 Startup AI

SMIC reports Q3 revenue up 9.7% YoY to $2.38B, above $2.35B est., and net profit up 29% YoY to $191.8M, above $161.2M est., as analog chip demand rises (www.wsj.com)
2025-11-13

Tencent reports Q3 revenue up 15% YoY to ~$27B, above ~$26.6B est., net profit up 19% YoY to ~$8.9B, above ~$8B est., and domestic game revenue up 15% YoY (www.wsj.com)
2025-11-13 Tencent

An investigation traces how Shanghai-based AI company INF Tech accessed advanced Nvidia chips at an Indonesian data center despite US export controls (www.wsj.com)
2025-11-13 AI Indonesia Nvidia Shanghai

Microsoft unveils an AI “super factory”, a new class of hubs built for AI training, in Atlanta as part of its Fairwater network of data centers (www.wsj.com)
2025-11-13 Microsoft AI

Sources: the Chinese government is intervening in how SMIC distributes its chip output for AI, prioritizing Huawei amid US export restrictions on advanced chips (www.wsj.com)
2025-11-13 China AI

Stockholm-based driverless truck startup Einride plans to go public in H1 2026 via a blank-check merger at a $1.8B valuation and reports ~$43M in 2024 revenue (www.wsj.com)
2025-11-12 Startup

German chipmaker Infineon reports Q4 revenue up 1% YoY to €3.94B, vs. €3.91B est., a €231M net profit, and expects 2026 sales growth as AI demand keeps booming (www.wsj.com)
2025-11-12 Germany AI 4Q

Sources: the Chinese government is intervening in how SMIC allocates its chip output, prioritizing Huawei amid US export restrictions on advanced chips (www.wsj.com)
2025-11-12 China

An investor group and AI developer Voltai plan to use AI to design, build, and run a 3GW data center in South Korea, set to cost up to $35B and open in 2028 (www.wsj.com)
2025-11-11 Korea AI

How China ramped up its AI development since early 2024 to catch the US, including relaxed regulations, huge government funding, and a focus on domestic chips (www.wsj.com)
2025-11-11 China AI

Sony reports Q2 revenue up 4.6% YoY to ~$20.3B, net profit up 6.7% to ~$2.02B, 3.9M of PS5 units sold, and raises FY operating profit forecast by 7.5% to ~$9.3B (www.wsj.com)
2025-11-11 Sony

Financial documents: Anthropic expects to break even in 2028, while OpenAI projects ~$74B in operating losses that year before turning a profit in 2030 (www.wsj.com)
2025-11-11

Sony Q2: revenue up 4.6% YoY to ~$20.3B, net profit up 6.7% to ~$2.02B, says it sold 3.9M PS5 units, and raises annual operating profit forecast 7.5% to ~$9.3B (www.wsj.com)
2025-11-11 Sony

Financial documents show Anthropic expects to break even in 2028, while OpenAI projects ~$74B in operating losses that year before turning a profit in 2030 (www.wsj.com)
2025-11-11

Coinbase plans to launch a platform to let individual investors buy digital tokens before they are listed on its exchange, reviving 2017 and 2018's ICO craze (www.wsj.com)
2025-11-11 ICO Coinbase

Rumble agrees to acquire German AI infrastructure company Northern Data in an up to $970M deal, set to close in Q2 2026; both companies are backed by Tether (www.wsj.com)
2025-11-10 Germany AI

Selloff in bitcoin and ether is tanking shares of crypto‑treasury companies like Strategy and BitMine; Strategy's valuation is down from ~$128B in July to ~$70B (www.wsj.com)
2025-11-10 Bitcoin

Chinese robotaxi companies' tech and rider experience are generally similar to Waymo's, as they build businesses at home while also expanding internationally (www.wsj.com)
2025-11-9 China

Sources: Samsung is in talks with Barclays to launch a consumer credit card in the US; it's also exploring a high-yield savings account, BNPL product, and more (www.wsj.com)
2025-11-8 Samsung Credit Card

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