Articles from www.wsj.com

Articles from www.wsj.com

US tech companies are offering community investments, guaranteed jobs, and hosting open houses to address concerns and win public support for AI data centers (www.wsj.com)
18 days ago AI

Sources: OpenAI's Q2 revenue grew 18% QoQ to $6.7B, but its operating margin sank further; Anthropic more than doubled its revenue to $11.6B in the same period (www.wsj.com)
19 days ago

Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount and gave a 12-hour deadline as it scrambled for cash at the end of July (www.wsj.com)
19 days ago

Klarna says CFO Niclas Neglén and CMO David Sandström plan to step down in early 2027, and lowers its full-year GMV guidance; KLAR falls 19%+ pre-market (www.wsj.com)
19 days ago

AI inference chip startup Etched raised $700M led by its new server rack customer Jane Street at a $21B valuation, up from $10.3B after raising $300M in July (www.wsj.com)
19 days ago Startup AI

Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount as it scrambled for cash; word of its trouble left it “being hunted” (www.wsj.com)
20 days ago

Uber and Zipline partner to launch Uber Eats drone deliveries in Dallas and Houston by late 2026, aiming to scale nationwide and hit 1M daily deliveries in 2029 (www.wsj.com)
20 days ago Uber Drone

OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (www.wsj.com)
20 days ago Energy Nvidia

Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (www.wsj.com)
20 days ago AI Alphabet

How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment (www.wsj.com)
20 days ago AI Ford

How a Claude model made a math breakthrough during its unsuccessful 54-hour attempt to solve the Riemann hypothesis after a user repeatedly encouraged it (www.wsj.com)
21 days ago Mathematics

Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases (www.wsj.com)
21 days ago AI

A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, and the tech that underpins them (www.wsj.com)
21 days ago Sony

BCG: enterprise users spent a total of $300M on quantum computing in 2025, outranking the combined spending of research labs and governments for the first time (www.wsj.com)
22 days ago Quantum

Commerce Secretary Howard Lutnick says the US is “not in favor” of Apple buying Chinese memory chips, and there have to be “other solutions to the memory issue” (www.wsj.com)
23 days ago China Apple

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (www.wsj.com)
23 days ago Nvidia

Sources: PayPal is in talks to sell itself to a group including Stripe and Advent, which proposed paying $60.50/share in July; PayPal is seeking a higher price (www.wsj.com)
23 days ago

In Q2, “other income”, mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (www.wsj.com)
23 days ago Amazon Tax Alphabet

Applied Materials reports Q3 revenue up 25% YoY to $9.12B, vs. $8.99B est., net income up 43% to $2.54B, and forecasts Q4 revenue above estimates (www.wsj.com)
24 days ago 4Q

Charter receives final state approval to buy Cox for $21.9B after making concessions to California regulators, including low-cost internet for some households (www.wsj.com)
24 days ago California

Tech hardware companies report the highest US CBP tariff refunds at $2.5B across six companies, including $2.2B in refunds to Apple alone; Amazon received $640M (www.wsj.com)
24 days ago Amazon Apple

Accelerant, which uses data analytics to connect insurance underwriters with risk capital partners, agrees to go private with Thoma Bravo in a $4.4B deal (www.wsj.com)
24 days ago Insurance

SMIC reports Q2 revenue up 36% YoY to ~$3B, net profit up 3x+ to ~$479.2M, above ~$283.1M est., and a 25.3% gross margin, driven by strong mature-node orders (www.wsj.com)
24 days ago

Amsterdam-based Adyen reports H1 2026 net revenue up 19% YoY to €1.3B, processed volumes up 24% YoY to €803.8B, and EBITDA of €641.5M; ADYEN.AS rises 12%+ (www.wsj.com)
24 days ago

Sources: Demis Hassabis pitched a new independent industry AI safety entity, modeled on the IAEA, to top Trump officials before stepping down as DeepMind CEO (www.wsj.com)
24 days ago Trump AI

Sources: Apple is discussing multiyear content deals with publishers to deliver current news and information for Siri AI, with a potential nine-figure budget (www.wsj.com)
25 days ago AI Apple Budget

AT&T says open models currently account for ~25% of its AI usage, and it targets 70% to 80% over time; AT&T uses an average of 45B AI tokens per day (www.wsj.com)
25 days ago AI AT&T

The NYC Council sent letters to Polymarket, Kalshi, Coinbase, and Gemini Titan to investigate alleged deceptive marketing practices and targeting minors (www.wsj.com)
25 days ago Coinbase

Foxconn reports Q2 revenue up 41% YoY to ~$78.4B, with cloud and networking products contributing 50%+ for the first time, and net profit up 35% to ~$1.86B (www.wsj.com)
25 days ago

Stockholm-based AI coding startup Lovable raised $400M at a $13.3B valuation, up from $6.6B in December 2025, becoming one of Europe's most valuable startups (www.wsj.com)
25 days ago Europe Startup AI

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