Articles from www.wsj.com

Articles from www.wsj.com

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

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)
9 days ago 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)
9 days ago 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)
10 days ago 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)
10 days ago

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)
11 days ago 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)
11 days ago 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)
11 days ago

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

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)
15 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)
15 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)
15 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)
16 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)
16 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)
16 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)
16 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)
17 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)
17 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)
17 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)
17 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)
17 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)
17 days ago

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