Articles from www.wsj.com

Articles from www.wsj.com

China is aggressively deploying AI and robotics to maintain its status as the world's manufacturing hub, and major companies are pioneering AI “dark factories” (www.wsj.com)
2025-11-25 China AI Robot Manufacturing

South Korea, the EU, the UK, Saudi Arabia, the UAE, and others aim to build “sovereign AI”; Gartner expects $1.5T in AI spending in 2025, up 50% from 2024 (www.wsj.com)
2025-11-25 Korea AI Arabia Saudi Arabia

Character.ai is cutting off access to ongoing chats for users under 18 over mental-health concerns, after adding a two-hour daily limit on October 29 (www.wsj.com)
2025-11-25 AI

How Meta's financing structure for its $27B Louisiana data center, which helps it keep debt off its books, hinges on some convenient accounting assumptions (www.wsj.com)
2025-11-25

How the US' annualized 1.6% GDP growth in H1 was heavily dependent on AI-related investments, which might have accounted for as much as 50% of the growth (www.wsj.com)
2025-11-25 AI GDP

A look at AMD's pivot to AI chips in 2022 under CEO Lisa Su, increasing AMD's market value from $90B to $335B+ in three years, as the chipmaker takes on Nvidia (www.wsj.com)
2025-11-24 AI Nvidia AMD

Sources: China's Moonshot AI, developer of the Kimi models, is raising several hundred million dollars at a ~$4B valuation and is aiming for an IPO in H2 2026 (www.wsj.com)
2025-11-24 China IPO AI

How the launch of Gemini 3, which surged ahead of models from OpenAI and other competitors on benchmark tests, has pushed Google ahead in the AI race (www.wsj.com)
2025-11-24 Google AI

Internal memo: Verizon CEO Dan Schulman says the company will begin notifying the 13,000+ employees impacted by its largest-ever round of layoffs (www.wsj.com)
2025-11-21 Layoffs

A study of mental health conversations with ChatGPT, Claude, Gemini, and Meta AI: they often failed to recognize signs of conditions and offered general advice (www.wsj.com)
2025-11-20 AI

How scientists are exploring the use of quantum sensors, developed by startups like Q-CTRL, as a secure GPS alternative with military and civilian applications (www.wsj.com)
2025-11-20 Startup Quantum GPS

Lenovo reports Q2 revenue up 15% YoY to $20.45B, vs. $20B est., net profit down 5% to $340M, vs. $382M est., but adjusted net profit up 25% to $512M (www.wsj.com)
2025-11-20 Lenovo

Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each (www.wsj.com)
2025-11-20 Nvidia

AI music platform Suno raised $250M led by Menlo Ventures at a $2.45B valuation, up from ~$500M in 2024, and says its annual revenue has reached $200M (www.wsj.com)
2025-11-20 AI

Sources: Adobe nears a $1.9B deal to acquire NYSE-listed Semrush, which helps companies run search engine optimization as AI use increases, paying $12 per share (www.wsj.com)
2025-11-19 AI Adobe

Crypto miners like IREN are pivoting to AI data centers amid the AI boom; IREN's stock, down to ~$1 in 2022, is up 300% in 2025, giving it a $13B+ market cap (www.wsj.com)
2025-11-19 AI

Kuaishou reports Q3 revenue up 14% YoY to ~$5B and net profit up 37% YoY to ~$632M, above ~$588M est., driven by ad growth and its Kling AI video generator (www.wsj.com)
2025-11-19 AI

Brookfield Asset Management is targeting $10B for its new AI infrastructure fund and has already raised $5B from its balance sheet, Nvidia, and other investors (www.wsj.com)
2025-11-19 AI Nvidia Asset

Sources: xAI is in advanced talks to raise $15B at a $230B valuation, up from the $113B it reported after merging with X in March 2025 (www.wsj.com)
2025-11-19

The US DOE will provide Constellation with a $1B loan to restart the Three Mile Island nuclear plant; the output will be sold to Microsoft under a 20-year deal (www.wsj.com)
2025-11-19 Microsoft

OpenAI and Intuit sign a multiyear deal, set to generate $100M+ in OpenAI revenue, in which Intuit will deepen its use of OpenAI models and launch ChatGPT apps (www.wsj.com)
2025-11-19

Lambda, which rents access to AI chips, raised a $1.5B Series E led by TWG Global, after raising $500M in April 2024, taking its total funding to $2.3B (www.wsj.com)
2025-11-18 AI

Pinkfong prices its South Korea IPO at ~$26 per share, valuing the company behind Baby Shark Dance, YouTube's most-watched video with 16.4B views, at ~$375M (www.wsj.com)
2025-11-18 Korea IPO YouTube

Elon Musk, Jeff Bezos, and Sundar Pichai are exploring future lunar and orbital AI data centers which could offer steady solar power with fewer regulations (www.wsj.com)
2025-11-17 AI Solar Elon Musk Jeff Bezos

A look at Flighty, a flight-tracking app that often beats airline updates; downloads went up 3x when the FAA cut air traffic during the US government shutdown (www.wsj.com)
2025-11-17

A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW (www.wsj.com)
2025-11-16 AI

A profile of Meta Chief AI Scientist Yann LeCun, reportedly leaving after being sidelined, who says LLMs are a dead end for AGI and backs world models instead (www.wsj.com)
2025-11-15 AI

Waymo partners with Moove and Baidu's ApolloGo partners with Lyft to roll out robotaxis in 2026 in London, the first place Chinese and US robotaxis will compete (www.wsj.com)
2025-11-15 China London

Microsoft unveils an AI “super factory”, a new class of hubs for AI training, in Atlanta, as part of its plan to double its data center footprint over two years (www.wsj.com)
2025-11-15 Microsoft AI

Sources: Amazon and Anthropic support the GAIN AI Act which would give US buyers first priority on advanced AI chips; Microsoft publicly supported it in October (www.wsj.com)
2025-11-14 Amazon Microsoft AI

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