Articles from www.wsj.com

Articles from www.wsj.com

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)
9 days ago China AI

SAP reports Q2 cloud revenue up 22% YoY to €6.28B, vs. €6.26B est., total revenue up 9.4% to €9.88B, and lowers its 2026 non-IFRS operating profit guidance (www.wsj.com)
10 days ago

Sources: Stripe is in talks to acquire OpenRouter in a deal potentially worth around $10B; PitchBook: OpenRouter was valued at $1.3B in May (www.wsj.com)
10 days ago

A Google study using millions of de-identified AI interactions finds AI is helping workers, not replacing them, and much AI use is “shallow” for certain tasks (www.wsj.com)
10 days ago Google AI

Texas Instruments reports Q2 revenue up 23% YoY to $5.46B, above $5.26B est., net income up 53% to $1.98B, and forecasts $5.65B-$6.15B in Q3 revenue, above est. (www.wsj.com)
10 days ago Texas

Dassault Systèmes agrees to acquire ArisGlobal, a US supplier of software to the life sciences industry, from Nordic Capital for ~$2B, set to close in H2 2026 (www.wsj.com)
10 days ago

Source: OpenAI raised its projected cloud spending to ~$750B through 2030, up from a projection of ~$600B earlier this year, reflecting new cloud agreements (www.wsj.com)
11 days ago

AMD and Anthropic sign an AI server deal worth tens of billions; Anthropic will buy up to 2GW of MI450 chips from H1 2027, and AMD will invest $5B in Anthropic (www.wsj.com)
11 days ago AI AMD

Anthropic commits another $20M to Public First Action, after giving $20M earlier in 2026; PFA says it is a counterweight to a16z-backed Leading the Future (www.wsj.com)
11 days ago

Memo: the White House OSTP plans to redirect federal research funding from universities to individual scientists and AI use, reshaping ~$200B in annual spending (www.wsj.com)
11 days ago AI

Sources: Reddit, Politico, and others mull cutting Google's access to their content for AI as traffic drops; Reddit signed a $60M/year deal with Google in 2024 (www.wsj.com)
11 days ago Google AI Reddit

Doc: nearly 200 US utilities, data center developers, and others have signed Trump's pledge to ensure AI energy use doesn't push up consumer electric bills (www.wsj.com)
11 days ago Trump Energy AI

OpenAI adds Nubank founder and CEO David Vélez and BNY CEO Robin Vince to its board of directors, as the company moves toward a public listing (www.wsj.com)
11 days ago

Microsoft and Mistral sign a multibillion-dollar deal to build European data centers and integrate Mistral models into Foundry, Copilot Studio, and Azure Local (www.wsj.com)
12 days ago Europe Microsoft

Sources: BlackRock leads a $12B+ debt sale for Meta's new El Paso data center, as Meta signs a lease for a BlackRock-backed data-center project in Pennsylvania (www.wsj.com)
12 days ago

Retail traders are shifting from the Magnificent Seven to AI infrastructure stocks, like SK Hynix and Marvell; five of the Mag Seven stocks trail the market YTD (www.wsj.com)
13 days ago Retail AI

How PayPal CEO Enrique Lores, appointed earlier in 2026 to revive the payments pioneer, may handle Stripe and Advent's takeover offer, based on his HP tenure (www.wsj.com)
13 days ago

A look at Israel's influence campaign in the US that's included millions of AI-driven texts and a $45M+ contract with ex-Trump campaign strategist Brad Parscale (www.wsj.com)
13 days ago Trump Israel AI

Retail traders are shifting from Big Tech to stocks boosted by AI like SK Hynix and Marvell; five of the Magnificent Seven stocks trail the market this year (www.wsj.com)
13 days ago Retail AI

As companies stay private longer, VC firms, like Spark, Gigafund, and Greenoaks, are investing in companies later on and buying stakes without seeking influence (www.wsj.com)
13 days ago

As many companies cut AI costs by using cheaper models, some, like Shopify, go all-in on frontier models, barring engineers from using anything else (www.wsj.com)
14 days ago AI Shopify

A profile of businessman Sebastian Rucci, whose past ventures were subject to legal probes, as he bids to build California's biggest data center, a $10B project (www.wsj.com)
14 days ago California

Sources: CIA operative Jonny Gannon spied on G42 to probe its China ties and helped the UAE gain expanded access to US AI chips by allaying US suspicions (www.wsj.com)
14 days ago China AI

Prediction market political betting on insider info spreads in DC; sources: WH lawyers raised alarms over anonymous Polymarket bets on the Iran ceasefire timing (www.wsj.com)
15 days ago Iran

Sources: AI inference chip startup Etched is raising funds at a ~$20B valuation and is raising capital at a $10B valuation in a separate round led by Sequoia (www.wsj.com)
15 days ago Startup AI

Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software startup at $188B, a 40% increase from its December valuation (www.wsj.com)
16 days ago Startup

Sources: SpaceX is in talks with the DOD about providing the agency with access to data-center capacity worth billions of dollars for running AI models (www.wsj.com)
16 days ago AI SpaceX

Sources: Dave Brown, former SVP of AWS Compute, AI, and Platform, will join Meta in the coming weeks, where he will work on the company's data center build-out (www.wsj.com)
16 days ago AI

Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software company at $188B, a 40% increase from its December valuation (www.wsj.com)
16 days ago

Hyundai's South Korea auto workers have gone on a partial strike over wages, AI, and the prospect of it deploying Boston Dynamics' humanoid robot in factories (www.wsj.com)
17 days ago Korea AI Robot Boston Dynamics

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