Articles from www.wsj.com

Articles from www.wsj.com

A profile of Jacob Tsimerman, who won the Fields Medal last week and is taking a leave from the University of Toronto to join OpenAI and work on AI safety (www.wsj.com)
2026-8-2 AI Toronto

Malaysia shuts down Network School, Balaji Srinivasan's techno-utopian project, over licensing issues; Srinivasan says he is opening a new campus in Kazakhstan (www.wsj.com)
2026-8-2 Malaysia

Sources detail how OpenAI fell behind Anthropic in revenue growth and valuation after prioritizing consumer chatbots and flashy side projects over coding tools (www.wsj.com)
2026-8-1 chatbot

FBI and EPA say water and wastewater utilities in at least seven states reported cyberattacks this week, with some causing flooding and other operational issues (www.wsj.com)
2026-8-1 FBI

An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured investors he would focus on changes to his portfolio management (www.wsj.com)
2026-8-1

OpenAI says its models now have more than 1B active users and are used by more than 2M businesses (www.wsj.com)
2026-8-1

Sources: the Trump admin is weighing a $100K fee for foreign students seeking to work in the US after graduation; a judge blocked Trump's $100K H-1B fee in June (www.wsj.com)
2026-7-31 Trump H1B

Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (www.wsj.com)
2026-7-31

Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group (www.wsj.com)
2026-7-31 Trump Amazon Microsoft Apple

Sources: Tesla execs were told to prepare for a separation of its China unit ahead of a potential SpaceX merger; advisers weighed a sale, spinoff, or closure (www.wsj.com)
2026-7-31 China Tesla SpaceX

Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April (www.wsj.com)
2026-7-31

Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours (www.wsj.com)
2026-7-31

Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees (www.wsj.com)
2026-7-31 Google Texas

Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses (www.wsj.com)
2026-7-31 AI

Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for ~$6B in cash, a 33% premium, set to close in H1 2027 (www.wsj.com)
2026-7-30

The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 (www.wsj.com)
2026-7-30 AI

Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI (www.wsj.com)
2026-7-30 AI

Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032 (www.wsj.com)
2026-7-29 AI

Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (www.wsj.com)
2026-7-29

Mark Zuckerberg argues that superintelligence should be widely distributed as a tool that empowers everyone, rather than centralized in a few institutions (www.wsj.com)
2026-7-28 Zuckerberg

Corning's shares fall 16%+ after weak Q3 guidance, as its growth is squeezed by production limits on its AI connectivity products; Q2 sales rose 17% to $4.74B (www.wsj.com)
2026-7-28 AI

PayPal reports Q2 revenue up 5% YoY to $8.68B, above $8.47B est., transaction margin dollars up 1% YoY to $3.9B, and a $1.1B profit, down from $1.26B in Q2 2025 (www.wsj.com)
2026-7-28

Nvidia says it made a “substantial” investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an “order of magnitude” (www.wsj.com)
2026-7-27 Nvidia

How some young adults are using AI to navigate social situations, from drafting pickup lines and texts to formulating responses in face-to-face conversations (www.wsj.com)
2026-7-27 AI

Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio (www.wsj.com)
2026-7-27 Nvidia

How US companies flipped from “tokenmaxxing” to “thrift-maxxing”, mixing cheaper Chinese models with OpenAI and Anthropic, threatening the labs' IPO valuations (www.wsj.com)
2026-7-27 China IPO

Sources including AI lab staff say users have been persuading chatbots to accurately answer prompts about planning mass-casualty attacks and making bio-weapons (www.wsj.com)
2026-7-26 AI chatbot

Sources: Apple has pitched Trump on using Chinese memory chips in its products sold outside the US; Micron warned such a plan could destroy the US chip industry (www.wsj.com)
2026-7-25 Trump China Apple

Sources: OpenAI told Hugging Face only this week its models caused the July 11 hack; the models appear to have been active online for days before being stopped (www.wsj.com)
2026-7-24

A look at China's push to catch up with US AI chips; sources: its Vice Premier warned AI companies that anyone who resisted using local chips was a traitor (www.wsj.com)
2026-7-24 China AI

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