Articles from www.wsj.com

Articles from www.wsj.com

IPO documents: SoftBank's SB Energy plans to file for an IPO as soon as this week, aiming to raise $5B to $7B, and has awarded OpenAI warrants worth ~$5.5B (www.wsj.com)
21 days ago IPO Energy

The US-led AI boom is offsetting the global growth squeeze from the energy crunch; ING says the boom accounts for about a third of recent US economic growth (www.wsj.com)
21 days ago Energy AI

Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (www.wsj.com)
22 days ago China AI Robot Nvidia

Trade unions threaten to withhold support for politicians opposing data center projects, warning that blocking the projects endangers building-related jobs (www.wsj.com)
23 days ago

South Korea unveils a project with KT, SK Telecom, and Kakao to provide premium AI tools to the public for free, a move that treats AI like a public utility (www.wsj.com)
24 days ago Korea AI

Sources: some tech companies are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House (www.wsj.com)
24 days ago Democrat Republican

Sources: federal authorities prepare to charge a US serviceman and a KPMG employee with insider trading on prediction markets, as part of a new batch of cases (www.wsj.com)
24 days ago KPMG

Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place (www.wsj.com)
24 days ago AI Nvidia

Sources: Abu Dhabi's Sheikh Tahnoon and co-investors back an entity owning 49%, the largest stake, in the company behind the Trump family's planned crypto bank (www.wsj.com)
24 days ago Trump

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (www.wsj.com)
24 days ago AI 4Q Nvidia

Kalshi partners with Weather Co. to verify climate and weather prediction market settlements; Kalshi says weather vertical trading volume will hit $1.1B in 2026 (www.wsj.com)
25 days ago Climate

AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (www.wsj.com)
25 days ago AI

Sources: DeepSeek is set to soon raise $7.4B at a $74B valuation from existing and new investors to fund R&D and its expansion into computing infrastructure (www.wsj.com)
25 days ago

SEC filing: OpenAI invests ~$400M in its second startup fund, after it raised $175M for its first fund in 2021 from outside investors, including Microsoft (www.wsj.com)
25 days ago Microsoft Startup

Thinking Machines Lab co-founder Barret Zoph is returning to Google as VP of research, after leaving OpenAI in June and Thinking Machines Lab in January (www.wsj.com)
25 days ago Google

Internal email: Google is moving DeepMind's ~90-person “AI responsibility” team, focused on the risks and societal impact of AI, to Google's global affairs unit (www.wsj.com)
25 days ago Google AI

AI assistant Instinct is raising a $250M Series B co-led by Index Ventures and Benchmark at a $2.5B valuation, bringing its total raised to $350M (www.wsj.com)
25 days ago AI

Deep Cogito, which develops open-weight models and helps companies build their own specialized AI models, raised a $43M Series A led by TQ Ventures (www.wsj.com)
25 days ago AI

Banks are warming up to launching their own stablecoins as nonbank companies enter the market; sources: JPMorgan Chase evaluated launching its own stablecoin (www.wsj.com)
26 days ago JPMorgan

Meta's AG settlement will be distributed to the 48 signing states and four jurisdictions in annual installments over a 10-year period based on their populations (www.wsj.com)
26 days ago

Microsoft faces investor criticism over opaque financial reporting across capex, its OpenAI deal, and Azure, which is buried in the Intelligent Cloud segment (www.wsj.com)
26 days ago Microsoft

A profile of Leopold Aschenbrenner, who worked for SBF and OpenAI before launching Situational Awareness; Aschenbrenner married Dario Amodei's chief of staff (www.wsj.com)
26 days ago

Chris Malone, who joined OpenAI as head of data centers in March 2025, has left the company amid a broader exodus (www.wsj.com)
26 days ago

Intuit reports Q4 revenue up 14% YoY to $4.35B, vs. $4.27B est., and forecasts FY 2027 revenue growth of 9% to 10%, below ~11% est.; INTU drops 8%+ after hours (www.wsj.com)
26 days ago 4Q

Sources: Chris Malone, who joined OpenAI as head of data centers in March 2025, left the company last week amid a broader exodus (www.wsj.com)
26 days ago

Sources: Anthropic is likely to tell IPO investors that its potential revenue opportunities are above $30T, topping SpaceX's $28.5T; Uber predicted $6T in 2019 (www.wsj.com)
26 days ago IPO Uber SpaceX

Apple raises Mac mini and Studio prices: the M6 and M5 Pro Mac mini are $899+ and $1,699+, $100 above M4 models, and the M5 Ultra Mac Studio is $5,499+, up $200 (www.wsj.com)
27 days ago Apple

A look at startups like General Intuition working on large action models, aka world models, which are trained on videogames and simulations, to pilot robots (www.wsj.com)
27 days ago Startup Robot

Temu owner PDD reports Q2 revenue up 8.1% YoY to ~$16.72B, missing estimate of ~$17.17B, net profit down 12% YoY to ~$4.04B, above ~$3.63B estimate (www.wsj.com)
27 days ago

Sources detail how the Trump admin bypassed the DOJ trial team and pushed to settle the Live Nation case, after CEO Michael Rapino met White House officials (www.wsj.com)
28 days ago Trump

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