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Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi
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www.wsj.com
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2026-8-23
China
AI
Nvidia
AI agents' growing capabilities are driving productivity FOMO among some startup founders, who feel compelled to work long hours managing and guiding the agents
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www.wsj.com
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2026-8-23
Startup
AI
How politicians who once championed data centers, including Greg Abbott and Josh Shapiro, are now slowing their development as the issue becomes a liability
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www.wsj.com
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2026-8-22
A bankruptcy court delays Google's $10M purchase of Spirit Airlines' data after former flight attendants sought assurances that their info would be removed
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www.wsj.com
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2026-8-21
Google
PitchBook: California-based startups have raised ~$366B in 2026 so far across 4,000+ companies, more than triple the total of all other 49 states combined
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www.wsj.com
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2026-8-20
Startup
California
Stripe's OpenRouter deal, its largest-ever acquisition, is a bet on a future where users turn to a mix of AI models and gives it a foothold in the token market
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www.wsj.com
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2026-8-20
AI
The US Army is phasing out its drone assault battalion, as part of a “back-to-basics” approach; it was created in January to learn from the conflict in Ukraine
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www.wsj.com
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2026-8-20
Drone
Ukraine
The FTC says businesses must disclose when they use personalized pricing and it will “deploy enforcement resources” against companies that do not disclose it
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www.wsj.com
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2026-8-20
Network Bio, which is developing an AI foundation model from datasets of patient tissue and blood samples created by pooling access to biobanks, raised $50M
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www.wsj.com
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2026-8-20
AI
SMR startup Oklo is currently building its reactor in Idaho, a step towards supplying Meta with power; there are an estimated 22 active US reactor projects
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www.wsj.com
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2026-8-19
Startup
US tech companies are offering community investments, guaranteed jobs, and hosting open houses to address concerns and win public support for AI data centers
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www.wsj.com
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2026-8-19
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
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www.wsj.com
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2026-8-19
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
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www.wsj.com
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2026-8-19
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
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www.wsj.com
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2026-8-18
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
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www.wsj.com
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2026-8-18
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”
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www.wsj.com
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2026-8-18
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
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www.wsj.com
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2026-8-17
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
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www.wsj.com
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2026-8-17
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
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www.wsj.com
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2026-8-17
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
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2026-8-17
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
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2026-8-17
Mathematics
Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases
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www.wsj.com
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2026-8-17
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
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www.wsj.com
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2026-8-16
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
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www.wsj.com
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2026-8-15
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”
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www.wsj.com
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2026-8-15
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
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www.wsj.com
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2026-8-15
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
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www.wsj.com
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2026-8-15
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
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www.wsj.com
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2026-8-15
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
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www.wsj.com
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2026-8-14
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
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www.wsj.com
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2026-8-14
California
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