Articles from www.wsj.com

Articles from www.wsj.com

The careers of Z.ai's Tang Jie and Moonshot AI's Yang Zhilin, once teacher and pupil at Tsinghua University, show that China's AI leap is no sudden development (www.wsj.com)
29 days ago China AI

Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi (www.wsj.com)
29 days ago China AI Nvidia

AI agents' growing capabilities are driving productivity FOMO among some startup founders, who feel compelled to work long hours managing and guiding the agents (www.wsj.com)
29 days ago Startup AI

How politicians who once championed data centers, including Greg Abbott and Josh Shapiro, are now slowing their development as the issue becomes a liability (www.wsj.com)
30 days ago

A bankruptcy court delays Google's $10M purchase of Spirit Airlines' data after former flight attendants sought assurances that their info would be removed (www.wsj.com)
2026-8-21 Google

PitchBook: California-based startups have raised ~$366B in 2026 so far across 4,000+ companies, more than triple the total of all other 49 states combined (www.wsj.com)
2026-8-20 Startup California

Stripe's OpenRouter deal, its largest-ever acquisition, is a bet on a future where users turn to a mix of AI models and gives it a foothold in the token market (www.wsj.com)
2026-8-20 AI

The US Army is phasing out its drone assault battalion, as part of a “back-to-basics” approach; it was created in January to learn from the conflict in Ukraine (www.wsj.com)
2026-8-20 Drone Ukraine

The FTC says businesses must disclose when they use personalized pricing and it will “deploy enforcement resources” against companies that do not disclose it (www.wsj.com)
2026-8-20

Network Bio, which is developing an AI foundation model from datasets of patient tissue and blood samples created by pooling access to biobanks, raised $50M (www.wsj.com)
2026-8-20 AI

SMR startup Oklo is currently building its reactor in Idaho, a step towards supplying Meta with power; there are an estimated 22 active US reactor projects (www.wsj.com)
2026-8-19 Startup

US tech companies are offering community investments, guaranteed jobs, and hosting open houses to address concerns and win public support for AI data centers (www.wsj.com)
2026-8-19 AI

Sources: OpenAI's Q2 revenue grew 18% QoQ to $6.7B, but its operating margin sank further; Anthropic more than doubled its revenue to $11.6B in the same period (www.wsj.com)
2026-8-19

Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount and gave a 12-hour deadline as it scrambled for cash at the end of July (www.wsj.com)
2026-8-19

Klarna says CFO Niclas Neglén and CMO David Sandström plan to step down in early 2027, and lowers its full-year GMV guidance; KLAR falls 19%+ pre-market (www.wsj.com)
2026-8-18

AI inference chip startup Etched raised $700M led by its new server rack customer Jane Street at a $21B valuation, up from $10.3B after raising $300M in July (www.wsj.com)
2026-8-18 Startup AI

Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount as it scrambled for cash; word of its trouble left it “being hunted” (www.wsj.com)
2026-8-18

Uber and Zipline partner to launch Uber Eats drone deliveries in Dallas and Houston by late 2026, aiming to scale nationwide and hit 1M daily deliveries in 2029 (www.wsj.com)
2026-8-17 Uber Drone

OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (www.wsj.com)
2026-8-17 Energy Nvidia

Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (www.wsj.com)
2026-8-17 AI Alphabet

How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment (www.wsj.com)
2026-8-17 AI Ford

How a Claude model made a math breakthrough during its unsuccessful 54-hour attempt to solve the Riemann hypothesis after a user repeatedly encouraged it (www.wsj.com)
2026-8-17 Mathematics

Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases (www.wsj.com)
2026-8-17 AI

A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, and the tech that underpins them (www.wsj.com)
2026-8-16 Sony

BCG: enterprise users spent a total of $300M on quantum computing in 2025, outranking the combined spending of research labs and governments for the first time (www.wsj.com)
2026-8-15 Quantum

Commerce Secretary Howard Lutnick says the US is “not in favor” of Apple buying Chinese memory chips, and there have to be “other solutions to the memory issue” (www.wsj.com)
2026-8-15 China Apple

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (www.wsj.com)
2026-8-15 Nvidia

Sources: PayPal is in talks to sell itself to a group including Stripe and Advent, which proposed paying $60.50/share in July; PayPal is seeking a higher price (www.wsj.com)
2026-8-15

In Q2, “other income”, mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (www.wsj.com)
2026-8-15 Amazon Tax Alphabet

Applied Materials reports Q3 revenue up 25% YoY to $9.12B, vs. $8.99B est., net income up 43% to $2.54B, and forecasts Q4 revenue above estimates (www.wsj.com)
2026-8-14 4Q

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