Articles from www.wsj.com

Articles from www.wsj.com

The NHTSA escalates its investigation into Tesla's FSD to an “engineering analysis”, a step that could lead to a mandatory recall or other enforcement action (www.wsj.com)
2026-3-19 Tesla

DHL Supply Chain says it will open 10 warehouses in 2026 across North America to serve data center operators and component suppliers, totaling 7M+ square feet (www.wsj.com)
2026-3-19 U.S.

AppMagic: Apple's revenue from GenAI apps grew from ~$35M in January 2025 to a high of $101M in August 2025, with 75% coming from ChatGPT and only ~5% from Grok (www.wsj.com)
2026-3-19 Apple

Advanced Navigation, which makes AI-assisted hardware to let ships and aircraft navigate even when GPS is jammed, raised a $110M Series C at a $1B+ valuation (www.wsj.com)
2026-3-19 AI GPS

Sources: Amazon, long the USPS' biggest customer, plans to cut packages it ships via the service by at least two-thirds this fall, when its contract expires (www.wsj.com)
2026-3-18 Amazon

Companies are starting to track employees' AI token use and tallying the costs to measure their return on AI investments, and to prevent potential token abuse (www.wsj.com)
2026-3-18 AI

IBM closes its $11B deal for data streaming company Confluent, unveiled last December; CEO Arvind Krishna expects IBM to maintain its head count over five years (www.wsj.com)
2026-3-18 IBM

In an all-hands meeting, Fidji Simo told OpenAI staff not to be distracted by “side quests” and said Anthropic's success should serve as a “wake-up call” (www.wsj.com)
2026-3-17

Nscale acquires American Intelligence & Power, which owns a 2,250-acre data center campus in West Virginia, where it plans to build up to 8GW of compute by 2031 (www.wsj.com)
2026-3-17 U.S. Intelligence Virginia

US startup Reflection AI is working with South Korea's Shinsegae Group to build a 250MW data center in South Korea, sources say in a several-billion-dollar deal (www.wsj.com)
2026-3-17 Korea Startup AI

Sources: OpenAI faced intense backlash from its advisory council over a planned ChatGPT “adult mode”, delayed earlier in March due to technical and other issues (www.wsj.com)
2026-3-16

Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin (www.wsj.com)
2026-3-16 Tax 4Q

San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US (www.wsj.com)
2026-3-15 Real Estate AI San Francisco

Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war (www.wsj.com)
2026-3-15 Iran

Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal (www.wsj.com)
2026-3-14 Trump

AWS plans to deploy Cerebras' Wafer-Scale Engine chip for AI inference functions; AWS will still offer slower, cheaper computing using its Trainium processors (www.wsj.com)
2026-3-14 AI

Sources: ByteDance is working with Aolani Cloud to deploy 500 Nvidia Blackwell systems in Malaysia, featuring ~36,000 B200 chips and likely costing over $2.5B (www.wsj.com)
2026-3-13 Malaysia Nvidia

Microsoft launches Copilot Health, which integrates medical records, biometric data from wearables, and lab results to give personalized advice, in the US (www.wsj.com)
2026-3-13 Microsoft

Uber partners with Nissan and Wayve to offer robotaxi services in Tokyo, its first autonomous-vehicle partnership in Japan, with a pilot planned for late 2026 (www.wsj.com)
2026-3-12 Japan Uber Tokyo Nissan

US medtech giant Stryker suffers a global outage after a cyberattack; staff and contractors say an Iran-linked hacking group's logo appeared on login pages (www.wsj.com)
2026-3-12 Iran

Kai, which is developing an AI-enabled cyber platform, raised $125M in a combined seed and Series A round led by Evolution Equity Partners (www.wsj.com)
2026-3-12 AI Equity

Rivian CEO RJ Scaringe's Mind Robotics, which is building AI-powered factory robots, raised $500M led by Accel and a16z, source says at a $2B valuation (www.wsj.com)
2026-3-12 AI Robot

Sources: the US DOJ is investigating Iran's use of Binance to evade sanctions, focusing on money flowing to networks backing terror groups like Yemen's Houthis (www.wsj.com)
2026-3-11 Iran Terrorism

A look at Aaru, a startup founded by teens that uses AI agents to simulate human responses for product development, polling, and more, recently valued at $1B (www.wsj.com)
2026-3-11 Startup AI

Nasdaq partners with Kraken to develop a framework for 24/7 tokenized stock trading, targeting a 2027 launch, focusing on corporate governance like proxy voting (www.wsj.com)
2026-3-9

Kalshi is trying to broaden its user base via targeted marketing, enlisting female influencers, and more; 26% of users now are women, up from 13% in May 2025 (www.wsj.com)
2026-3-9

The US and Israel are using AI to wage war on Iran with unprecedented speed and precision in attacks, even as the cost of ill-informed decisions remains high (www.wsj.com)
2026-3-9 Israel AI Iran

As cheap, powerful GPS jammers proliferate, a look at some alternatives to GPS, including using supersensitive, quantum-based magnetic sensors (www.wsj.com)
2026-3-8 Quantum GPS

A profile of Simile, which offers “agentic twins” modeled on real people to provide answers for polling and market research for companies like CVS and Gallup (www.wsj.com)
2026-3-8

Sources: Kalshi and Polymarket are each eyeing valuations of ~$20B in fundraising talks; Kalshi was valued at $11B in December and Polymarket at $9B in October (www.wsj.com)
2026-3-7

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