Articles from www.wsj.com

Articles from www.wsj.com

How Amazon and Gilroy, California, quietly negotiated a $2B data center project that AWS applied to build in 2020, without any public meetings or votes (www.wsj.com)
2 hours ago Amazon California

Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools (www.wsj.com)
14 hours ago Startup AI Manufacturing

Singapore-based Multiplier, which acquires accounting firms to boost their growth with AI tools, raised a $35M Series B led by TheGP at a $300M valuation (www.wsj.com)
21 hours ago AI Singapore

Ad measurement company VideoAmp laid off ~20% of staff this week, citing AI as a “major platform shift”; sources: 50-60 employees were cut, including its CTO (www.wsj.com)
22 hours ago AI

Filing: ex-a16z partner Bryan Kim is forming venture firm Mido Capital; sources: he plans to raise ~$100M for a fund backing early-stage AI and other startups (www.wsj.com)
1 day ago Startup AI

Lyft reports Q2 revenue up 16% YoY to $1.84B, vs. $1.81B est., rides up 12% to 262.4M, and expects Q3 gross bookings growth to slow to 15%-19% (www.wsj.com)
1 day ago

Datadog drops 15%+ after forecasting weaker full-year sales due to reduced usage from its largest client, a leading AI company; Q2 revenue rises 36% to $1.12B (www.wsj.com)
1 day ago AI

Lumilens, which is building data center optical-interconnection tech to replace wires with light, raised $700M at a $5.5B valuation, for $900M in total funding (www.wsj.com)
2 days ago

AppLovin reports Q2 revenue up 53% YoY to $1.92B, below $1.94B est., and forecasts Q3 revenue within estimates; APP drops 16% after hours (www.wsj.com)
2 days ago

Meta is offering a cheaper Muse Spark 1.2 “contributor” tier priced at $0.10/1M input and $0.20/1M output tokens in exchange for using user prompts for training (www.wsj.com)
2 days ago

How Pringles maker Kellanova is using AI and a partnership with Siemens to improve production of the chip in Europe, including making digital twins of its dough (www.wsj.com)
2 days ago Europe AI Siemens

FanDuel parent Flutter says CEO Peter Jackson is stepping down, replaced by President Dan Taylor, and reports a lower profit outlook as its US business falters (www.wsj.com)
3 days ago

A profile of livestream shopping app Whatnot, which added 20M accounts in 2025, facilitated the sale of ~$8B in goods, and is set for $1B+ in revenue in 2026 (www.wsj.com)
3 days ago

SpaceX says its Q2 capex was $18.4B, up from $2.8B a year ago, including $15.8B for AI (www.wsj.com)
3 days ago AI SpaceX

Sources: to fight critics on social media, DHS sent platforms hundreds of subpoenas and asked posters to sign letters saying speech about ICE “may” be a crime (www.wsj.com)
4 days ago

Visa plans to acquire Israeli company BioCatch, which uses AI to detect fraud and distinguish legitimate users from attackers in real time, for $2.4B in cash (www.wsj.com)
5 days ago Israel AI

A look at the US open-weight AI model ecosystem, as VCs question the revenue potential of open-weight startups like Arcee, Reflection AI, and Poolside (www.wsj.com)
5 days ago Startup AI

Researchers used AI-assisted code to undetectably tamper with data from computerized scans of physical DNA evidence produced by widely used crime-lab machines (www.wsj.com)
5 days ago AI

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)
6 days ago 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)
6 days ago 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)
7 days ago 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)
7 days ago 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)
7 days ago

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

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)
8 days ago 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)
8 days ago

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)
8 days ago 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)
8 days ago 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)
8 days ago

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)
8 days ago

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