WSJ Tech News Briefing

Plus: Publicis Sapient’s CEO says demand for AI consultant projects is on the rise. And Nexstar Media says federal regulators have approved its merger with rival TV-station owner Tegna. NAME hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: A U.S. indictment alleges Super Micro Computer employees smuggled high-end Nvidia chips to China. And Jeff Bezos in talks to raise $100 billion for AI manufacturing fund. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Sign up for the WSJ's free Technology newsletter . Hosted by Simplecast, an AdsWizz company. See pcm.a...

Plus: Adobe probed by U.K. antitrust officials over cancellation fees. And Accenture reports higher revenue. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Microsoft reorganizes its Copilot teams. And Nvidia and Uber will expand their partnership to launch a global fleet of robotaxis. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Sign...

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nebius and Meta agree to a $27 billion AI infrastructure deal. And Foxconn expects exponential growth in AI server demand. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: FedEx plans to expand its use of AI agents. And Adobe’s CEO abruptly steps down after 18 years. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 . Is...

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: WhatsApp introduces parent-managed accounts for preteens. And Microsoft rallies behind Anthropic in clash with the Pentagon. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Nvidia invests in Mira Murati’s Thinking Machines Lab. And Airbnb hires former Uber executive as new operations chief. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Sign up for the WSJ's free Technology newslett...

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.