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Nvidia’s Fat Margins Are Google and AMD’s Opportunity

by Wallstreet Journal | December 3, 2025 4:15 pm | US Markets

Nvidia’s leading position in AI chips is secure, but its profit margins look vulnerable.

Waymo’s Self-Driving Cars Are Suddenly Behaving Like New York Cabbies

by Wallstreet Journal | December 3, 2025 9:11 am | US Markets

Autonomous vehicles are adopting humanlike qualities, making illegal U-turns and flooring it the second the light goes green.

Amazon Releases AI Agents It Says Can Work for Days at a Time

by Wallstreet Journal | December 3, 2025 12:10 am | US Markets

AWS CEO Matt Garman unveiled a set of new tools at the cloud giant’s annual re:Invent conference, calling them critical to helping companies get value out of AI.

This AI Startup Wants to Remake the $800 Billion Chip Industry

by Wallstreet Journal | December 2, 2025 11:20 pm | US Markets

Founded by ex-Google researchers, Ricursive raised $35 million with backing from Sequoia to automate chip design.

Amazon’s Custom Chips Pose Another Threat to Nvidia

by Wallstreet Journal | December 2, 2025 10:10 pm | US Markets

The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips.

How Estée Lauder and Google Taught AI to Sell Fragrances

by Wallstreet Journal | December 2, 2025 6:24 pm | US Markets

A new AI bot at the beauty company’s Jo Malone unit seems to have bridged a digital chasm: getting people to buy perfume without smelling it first.

OpenAI’s Altman Declares ‘Code Red’ to Improve ChatGPT as Google Threatens AI Lead

by Wallstreet Journal | December 2, 2025 1:00 pm | US Markets

Sam Altman told employees they must focus on the company’s chatbot experience, to the exclusion of other priorities including advertising.

OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse It.

by Wallstreet Journal | December 2, 2025 1:00 pm | US Markets

The coalition backing the effort has appealed to Elon Musk for help funding the measure.

Samsung’s Next Salvo Against Apple: A Triple-Folding Smartphone

by Wallstreet Journal | December 2, 2025 8:34 am | US Markets

In a first for the U.S. market, Galaxy Z TriFold folds inward twice like a pamphlet.

Apple to Revamp AI Team After Announcing Top Executive’s Departure

by Wallstreet Journal | December 2, 2025 8:34 am | US Markets

The reorganization heralds a new era for Apple’s AI work, which has failed to keep up with rivals.

Trump Administration to Take Equity Stake in Former Intel CEO’s Chip Startup

by Wallstreet Journal | December 2, 2025 7:09 am | US Markets

XLight to get up to $150 million to develop ultraprecise lasers for squeezing more circuits onto semiconductors

Millions of Coders Love This AI Startup. Can It Last?

by Wallstreet Journal | December 1, 2025 11:10 pm | US Markets

Cursor, which launched one of the fastest-growing AI tools of all time, is at the center of the boom-or-bust debate raging across Silicon Valley.

An AI Startup Looks Toward the Post-Transformer Era

by Wallstreet Journal | December 1, 2025 7:23 pm | US Markets

The architecture underlying large language models revolutionized AI. Pathway’s Dragon Hatchling is designed to do more.

I Fixed My Bad Family Photos. Here’s How to Do It—and When to Stop.

by Wallstreet Journal | November 30, 2025 7:06 pm | US Markets

New AI-powered tools from Google, Adobe, Apple and others can improve group shots and fun selfies. They can also make them terrifying.

The Battle Over Africa’s Great Untapped Resource: IP Addresses

by Wallstreet Journal | November 28, 2025 11:10 pm | US Markets

Chinese entrepreneur stirs controversy by amassing 10 million and leasing them to companies outside Africa. Internet service providers cry foul.

AI Adoption Among Workers Is Slow and Uneven. Bosses Can Speed It Up.

by Wallstreet Journal | November 28, 2025 4:21 pm | US Markets

Early adopters are piling in, but getting everyone else to use AI will take leadership, education and listening to the interns.

Tech Titans Amass Multimillion-Dollar War Chests to Fight AI Regulation

by Wallstreet Journal | November 28, 2025 8:21 am | US Markets

Some are battling state AI laws and threatening to punish candidates who oppose rapid deployment of the technology.

‘We Do Fail … a Lot’: Defense Startup Anduril Hits Setbacks With Weapons Tech

by Wallstreet Journal | November 28, 2025 1:03 am | US Markets

The company’s products have had breakdowns and safety issues, documents show.

Intel Defends Its Star Executive Hire in Legal Clash With TSMC

by Wallstreet Journal | November 27, 2025 4:20 pm | US Markets

Wei-Jen Lo’s previous employer says he violated noncompete and confidentiality agreements when he jumped ship.

It Really Is Possible to Spend Too Much on AI

by Wallstreet Journal | November 26, 2025 4:02 pm | US Markets

Tech giants are betting they won’t end up like Intel by overinvesting in computing infrastructure.
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