WSJ Tech News Briefing

Apple is set to surpass $1 billion in artificial intelligence revenue this year, but much of it is derived from other companies’ AI leaps. WSJ tech reporter Rolfe Winkler explains how. Plus, the WSJ’s Jinjoo Lee asks what’s next for electric battery makers as EV demand dips. Katie Deighton hosts.

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Plus: Adobe probed by U.K. antitrust officials over cancellation fees. And Accenture reports higher revenue. Julie Chang hosts.

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Plus: Uber will invest as much as $1.25 billion in Rivian robotaxis. And federal regulators are expanding an investigation into Tesla’s automated driving-assistance system. Danny Lewis hosts.

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Plus: Canada’s defense and space-technology companies get pulled into global military spending surge. Nvidia launches the Nemotron Coalition to develop “open” AI models. Julie Chang hosts.

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Plus: Tencent beats earnings expectations as it ramps up AI efforts. And Amazon is planning to sharply cut the number of packages it ships through the U.S. Postal Service. Danny Lewis hosts.

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Plus: Microsoft reorganizes its Copilot teams. And Nvidia and Uber will expand their partnership to launch a global fleet of robotaxis. Julie Chang hosts.

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Amazon rolls out quicker delivery across the U.S. And Alibaba has formed a new business unit to oversee all of its AI products. Danny Lewis hosts.

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Nvidia made its name making chips for training AI models, but a new kind of computing is the talk of the town at the tech powerhouse’s annual conference. WSJ’s Robbie Whelan explains how the world’s biggest company is trying to pivot in the face of inference-mania. Plus, WSJ reporter Kate Clark on how software engineers are faring as (occasionally bossy) bot managers. Katie Deighton hosts.

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Plus: Intuit halts management stock sales and accelerates buybacks. And Micron will build a second manufacturing site in Taiwan for AI memory products. Julie Chang hosts.

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Nebius and Meta agree to a $27 billion AI infrastructure deal. And Foxconn expects exponential growth in AI server demand. Danny Lewis hosts.

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Plus: Uber is speeding up its rollout of robotaxi services. And EssilorLuxottica’s dominance in eyewear could erode amid smart glasses boom. Katherine Sullivan hosts.

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Plus: FedEx plans to expand its use of AI agents. And Adobe’s CEO abruptly steps down after 18 years. Danny Lewis hosts.

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Anthropic’s standoff with the Pentagon may be giving it an edge in the AI talent race, while OpenAI’s decision to make a deal with the agency has resulted in at least two resignations from high level employees. WSJ’s Meghan Bobrowsky shares the latest. Plus, WSJ enterprise tech reporter Belle Lin explains why companies are turning to digital AI clones of real people to conduct market research. Isabelle Bousquette hosts.

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Plus: Lucid launches three new models and a robotaxi as the EV company expands its midsize-vehicle platform. And Atlassian to cut about 10% of its workforce. Julie Chang hosts.

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Plus: Tesla gets license to supply electricity in Britain. And Honda expects up to $15.7 billion hit from EV strategy reassessment. Julie Chang hosts.

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Plus: WhatsApp introduces parent-managed accounts for preteens. And Microsoft rallies behind Anthropic in clash with the Pentagon. Julie Chang hosts.

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Plus: DOJ investigates Iran’s use of Binance to evade U.S. sanctions. And Oracle raises its sales outlook as demand for AI continues to outpace supply. Julie Chang hosts.

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Plus: Nvidia invests in Mira Murati’s Thinking Machines Lab. And Airbnb hires former Uber executive as new operations chief. Julie Chang hosts.

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DEK - Plus: Chinese EV-maker NIO reports first-ever net profit. And Uber expands feature that allows female users to request rides from women drivers. Julie Chang hosts.

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Consulting firms are striking a series of lucrative deals with AI giants like OpenAI and Anthropic in an effort to help other companies make use of the cutting edge tech. WSJ’s Allison Pohle shares what’s behind the trend. Plus, WSJ media reporter Alexandra Bruell explains why AI could be a surprising savior for local news. Isabelle Bousquette hosts.

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Plus: Archer Aviation sues rival Joby Aviation, alleging ties to Chinese suppliers. And Nasdaq partners with Kraken for around the clock tokenized stock trading. Julie Chang hosts.

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Plus: Trump’s sons back a new drone company. And AI infrastructure startup Nscale raises funds at a $14.6 billion valuation. Julie Chang hosts.

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Plus: Iran’s attack on the world’s largest liquefied natural gas export facility could be trouble for the global semiconductor industry. And DraftKings is working with ESPN to link March Madness brackets to sports betting accounts. Danny Lewis hosts.

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Plus: a Toyota-affiliated auto parts supplier makes a takeover bid for a Japanese chipmaker. And the Securities and Exchange Commission drops its fraud case against crypto billionaire and Trump donor Justin Sun. Danny Lewis hosts.

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Apple has announced a new, lower-cost entry-level phone and laptop. WSJ personal tech columnist Nicole Nguyen shares an inside look at the latest colorful devices — and what they mean for Apple’s strategy going forward. Plus, companies offering prediction markets, where users can bet on anything from celebrity appearances to military strikes, are marketing to college students. Wall Street Journal investigative reporter Katherine Long explains the companies’ strategies to sign students up. Peter Champelli hosts. 

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Plus: Canada says OpenAI has agreed to take immediate steps regarding notifying police about potentially suspicious use of ChatGPT. And Netflix acquires Ben Affleck’s AI filmmaking company. Danny Lewis hosts.

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Plus: a top South Korean lawmaker warns that a prolonged Middle East conflict could disrupt the chip industry. And the owner of the New York Stock Exchange is investing in one of the world’s largest cryptocurrency exchanges. Danny Lewis hosts.

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Plus: nuclear regulators gave the greenlight for a Bill Gates-backed project to begin construction. And semiconductor tool supplier ASM International posted a better-than-expected finish to its latest quarter. Danny Lewis hosts.

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Plus: Kraken becomes the first crypto firm to win access to the Federal Reserve’s core payments system. And OpenAI CEO Sam Altman defended his Pentagon deal during an all-hands meeting. Danny Lewis hosts.

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Plus: Goldman Sachs report predicts artificial intelligence will displace 6% of the US workforce. And Verizon has discussed revising or exiting its NFL partnership as part of a company-wide push to reduce costs. Danny Lewis hosts.

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Plus: Elliott Investment Management invests $1 billion in Pinterest. And Ziff Davis has struck a $1.2 billion deal to sell its connectivity division to Accenture. Danny Lewis hosts.

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Last year, roughly 40 data centers in Virginia suddenly dropped off the power grid, threatening to crash the system. A WSJ exclusive from reporter Katherine Blunt details this growing threat to power grids as companies across the country build infrastructure to power the AI boom. Plus, WSJ reporter Sean McLain joins to discuss Amazon’s strategy for catching up in the AI race. Peter Champelli hosts. 

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Plus: DraftKings is planning to introduce prediction markets to its app. And investors are returning to tech stocks amid the fallout of U.S. attacks on Iran. Danny Lewis hosts.

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Plus: Nvidia is investing $2 billion in advanced optic technology companies Lumentum and Coherent. And Chinese artificial intelligence startup MiniMax’s annual revenue surged in 2025. Anthony Bansie hosts.

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Plus: Paramount wins bidding war for Warner Bros. Discovery after Netflix drops out. And Trump Media in talks to spin off businesses into a new publicly traded company. Julie Chang hosts.

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Plus: OpenAI CEO Sam Altman wades into the standoff between Anthropic and the Pentagon. And how Jack Dorsey explained cutting nearly half of Block’s staff. Julie Chang hosts.

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Once a bankable, buoyant sector, software is turning off investors spooked by an AI-powered future. WSJ markets reporter Jack Pitcher explains how we got here. Plus, personal tech columnist Nicole Nguyen is here with tips to avoid those dreaded “storage full” alerts. Katie Deighton hosts.

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Plus: Nvidia stock falls after earnings, drags down shares of European chip companies. And Sam Altman’s ‘human verification’ startup leans on household brands to sell a far-out concept. Julie Chang hosts.

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Plus: Mistral AI lands tech consulting group Accenture as latest big client. And Stellantis targets return to profit after scaling back costly EV investments. Julie Chang hosts.

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Plus: Shares of Workday pare early losses. And Samsung releases a new line of flagship smartphones with AI features. Julie Chang hosts.

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Plus: DoorDash to wind down Deliveroo and Wolt operations in Qatar, Singapore, Japan and Uzbekistan. And Spain ramps up pressure on Apple and Amazon in a yearslong antitrust case. Julie Chang hosts.

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Plus: Stripe sees more successful and high-growth businesses join its platform as AI coding tools continue to advance. And China’s BYD sees blockbuster sales growth in Europe. Julie Chang hosts.

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Plus: Apple to move some Mac Mini desktop computer production from Asia to Houston. And Anthropic announces updates to Claude Cowork. Julie Chang hosts.

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Chip makers and other suppliers are building plants on American soil, spurred on by the promises of Big Tech’s investment in U.S. industry. WSJ reporter Rolfe Winkler takes us behind the scenes of the effort to manufacture technology onshore. Plus, how low can you go when it comes to headcount? Enterprise reporter Belle Lin explains why that’s the question all AI startups are asking in their bid to prove efficiency. Katie Deighton hosts.

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Plus: Financial stocks also take a hit. And Anthropic accuses three Chinese companies of siphoning data from Claude. Julie Chang hosts.

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Plus: Renault to take full control of Flexis electric-van. And Nvidia chips for laptop computers set to hit the market this year. Julie Chang hosts.

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Plus: Google is looking to expand the market for its AI chips to better compete with Nvidia. And India joins Pax Silica, a group of nations aiming to counter China’s influence in new technology and AI. Julie Chang hosts.

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Plus: Apple’s foray into smartglasses could be a boon, not a threat, for EssilorLuxottica. And theft of trade secrets is on the rise. Julie Chang hosts.

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Data centers are a booming business, and their rapid expansion is being felt across industries. On today’s show, we’re taking a look at two. In some regions of the country, big tech is buying up a lot of land to build data centers. Reporter Will Parker explains why some developers and homeowners aren’t happy. Plus, Heard on the Street columnist Jinjoo Lee tells us how every engine of the economy is getting recruited into the fight for AI dominance—and that includes ones made for jets. Patrick Coffee hosts. Sign up for the WSJ's free Technology newsletter.

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Plus: Walmart’s investments in technology are paying off, according to its CEO. And India’s Reliance Industries will invest more than $110 billion in AI over the next seven years. Julie Chang hosts.

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