Articles from www.wsj.com

Articles from www.wsj.com

OpenAI's Broadcom deal shows how the AI startup is diversifying its chip suppliers, including Nvidia chips for training and Broadcom chips for inference (www.wsj.com)
2 hours ago Startup AI Nvidia

A look at some US energy companies linked to AI infrastructure, such as Sam Altman-backed Oklo, whose stocks have soared despite having little to no revenue (www.wsj.com)
15 hours ago Energy AI

AI data centers are building on-site power plants to bypass the overloaded grid and meet soaring electricity demand amid permitting and supply challenges (www.wsj.com)
2 days ago AI

The White House says representatives from Microsoft, Meta, Google, and other corporate donors to the $250M ballroom attended a dinner with President Trump (www.wsj.com)
3 days ago Trump Google Microsoft

Nvidia and AI coding startup Poolside plan a 500-acre data center on a Texas ranch powered by natural gas; sources: Poolside is raising $2B at a $14B valuation (www.wsj.com)
4 days ago Startup AI Nvidia Texas

US DHS: Chinese criminal organizations made $1B+ in the past three years via scam texts; Proofpoint: last month, a record 330K US toll-scam texts were reported (www.wsj.com)
4 days ago China

Google plans to invest $9B in South Carolina through 2027 to scale up its Berkeley County data center campus and support building two sites in Dorchester County (www.wsj.com)
5 days ago Google

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)
6 days ago 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)
6 days ago 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)
7 days ago 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)
8 days ago 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)
10 days ago 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)
11 days ago 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)
12 days ago 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)
12 days ago 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)
12 days ago

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)
13 days ago 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)
13 days ago 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)
13 days ago 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)
14 days ago 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)
15 days ago 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)
15 days ago

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)
16 days ago 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)
16 days ago 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)
16 days ago 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)
18 days ago 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)
19 days ago 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)
19 days ago 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)
20 days ago 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)
20 days ago

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