Articles from www.wsj.com

Articles from www.wsj.com

Elon Musk, Jeff Bezos, and Sundar Pichai are exploring future lunar and orbital AI data centers which could offer steady solar power with fewer regulations (www.wsj.com)
2025-11-17 AI Solar Elon Musk Jeff Bezos

A look at Flighty, a flight-tracking app that often beats airline updates; downloads went up 3x when the FAA cut air traffic during the US government shutdown (www.wsj.com)
2025-11-17

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

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