Articles from www.wsj.com

Articles from www.wsj.com

Salesforce plans to invest $15B in San Francisco over the next five years, including funding an AI Incubator Hub and workforce programs; CRM is down 25% in 2025 (www.wsj.com)
2025-10-14 AI Salesforce San Francisco CRM

OpenAI agrees to acquire 10GW of chips from Broadcom and co-design custom GPUs with Broadcom to run its AI models; sources: the deal is worth multiple billions (www.wsj.com)
2025-10-14 AI

Cobots, or robots that collaborate with humans, are bringing automation to even the smallest US factories, amid a push to bring manufacturing back to the US (www.wsj.com)
2025-10-13 Robot Manufacturing

Thinking Machines Lab co-founder Andrew Tulloch has left to join Meta; he reportedly declined Zuckerberg's offer of a $1.5B+ package in August (www.wsj.com)
2025-10-12 Zuckerberg

Sources: Microsoft is planning a major healthcare push for Copilot in partnership with Harvard Medical School, as it seeks to reduce its dependence on OpenAI (www.wsj.com)
2025-10-9 Microsoft

The European Commission outlines its Apply AI Strategy and AI in Science Strategy, aiming to speed up AI adoption in key industries and AI-driven research (www.wsj.com)
2025-10-8 Europe AI

Anthropic and IBM partner to make Anthropic's Claude models available in IBM's latest IDE, and IBM aims to make Claude available in more products soon (www.wsj.com)
2025-10-7 IBM

How Israel's war in Gaza engulfed the entertainment industry, including popular TV shows produced in Israel going dark on US streaming platforms like Netflix (www.wsj.com)
2025-10-7 Israel Netflix

Sources: NYSE owner Intercontinental Exchange is in talks to invest $2B in Polymarket in a deal that could value it at between $8B and $10B (www.wsj.com)
2025-10-7

Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; Elon Musk said in July it would have 550K chips (www.wsj.com)
2025-10-6 Elon Musk Nvidia

A profile of EA CEO Andrew Wilson, who is expected to stay in the role, as Silver Lake's Egon Durban hails him for building EA's “crown jewel” sports business (www.wsj.com)
2025-10-6 Silver

PitchBook: US VCs have invested ~$14.2B in European AI startups so far in 2025, with founders saying US investors better fit the sector's high upfront costs (www.wsj.com)
2025-10-6 Europe Startup AI

Sources: Sam Altman is on a global tour since September, including UAE and East Asia, seeking funding and urging companies like TSMC to prioritize OpenAI orders (www.wsj.com)
2025-10-5 Asia

Applied Materials expects new US export rules from BIS restricting certain product shipments to China to hurt its Q4 revenue by $110M and 2026 revenue by $600M (www.wsj.com)
2025-10-4 China 4Q

US semiconductor equipment companies Axcelis and Veeco agree to merge in an all-stock deal, creating a combined company with an enterprise value of $4.4B (www.wsj.com)
2025-10-4

AI inference chip startup Groq, last valued at $6.9B, says it plans to establish 12+ new data centers in 2026; Groq has set up 12 data centers in 2025 so far (www.wsj.com)
2025-10-4 Startup AI

AI chip startup Groq, last valued at $6.9B, says it plans to break ground on 12+ new data centers in 2026; Groq has set up 12 data centers in 2025 so far (www.wsj.com)
2025-10-3 Startup AI

Sources: delays in the deal to send Nvidia's AI chips to the UAE, announced in May, are frustrating Jensen Huang and administration officials like David Sacks (www.wsj.com)
2025-10-3 AI Nvidia

Meta plans to start using users' AI chatbot conversations to help personalize ads and content, starting December 16, but not in the UK, South Korea, and the EU (www.wsj.com)
2025-10-1 Korea AI chatbot

Sources: Silver Lake told investors in its latest buyout fund that it was going back to its strategy of making big bets on technology companies (www.wsj.com)
2025-10-1 Silver

Filing: YouTube will pay $24.5M to settle a 2021 Trump lawsuit over suspending his account after January 6, the last Big Tech company to settle his lawsuits (www.wsj.com)
2025-9-30 Trump YouTube

Filing: YouTube will pay $24.5M to settle a 2021 Trump lawsuit over suspending his account after Jan. 6, the last Big Tech company to settle his lawsuits (www.wsj.com)
2025-9-30 Trump YouTube

Sources: OpenAI told studios that it plans to release a new version of Sora that creates videos featuring copyrighted material unless copyright holders opt out (www.wsj.com)
2025-9-30

The US Commerce Department says subsidiaries of entity list companies would also be subject to trade restrictions, threatening Chinese companies, from Tuesday (www.wsj.com)
2025-9-30 China

How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans (www.wsj.com)
2025-9-29 AI Oracle

The UK government underwrites a £1.5B loan to Jaguar Land Rover as the carmaker reels from a cyberattack that has crippled its production for around a month (www.wsj.com)
2025-9-29

A look at the setbacks facing the US DOD's Replicator program that seeks to quickly produce low-cost drones and other autonomous weapons to counter China (www.wsj.com)
2025-9-28 China Drone

Sources: EA is nearing a deal to go private in a leveraged buyout valuing the company at ~$50B; investors include Silver Lake and Saudi Arabia's PIF (www.wsj.com)
2025-9-27 Arabia Silver Saudi Arabia

Sources: US regulators examined 200+ companies about sharp share-price gains in the lead-up to their announcements about making buying crypto a core strategy (www.wsj.com)
2025-9-27

Sources: the Trump admin plans to require chipmakers to match local output with imports and impose tariffs on companies that fail to maintain a 1:1 ratio (www.wsj.com)
2025-9-26 Trump

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