WSJ Tech News Briefing

Plus: ASML Holding lifts sales guidance on strong AI demand. And Amazon launches a new app to help scale "lab-in-the-loop" drug discovery. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: the NAACP sues Elon Musk's xAI over alleged health risks from its data centers. And Jane Street will invest $1 billion in CoreWeave. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lucid secures $750 million in new funding and announces a new CEO. And Anthropic adds Novartis CEO to its board. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: suspect in attack on Sam Altman's home charged with attempted murder and arson. And utilities plan to spend $1.4 trillion over five years to power the AI boom. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Faced with a computing firepower shortage, AI companies are rationing offerings and products — a warning sign for the tech boom. WSJ reporter Robbie Whelan tells us what's behind the latest compute capacity crunch. Plus, WSJ Detroit bureau chief Patrick George explains why high gas prices are driving Americans back to electric vehicles. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Insurers could gain big business from data centers. And America's trade deficit has an AI problem. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: the Philippines orders Meta to curb “panic-inducing” fake news. And Palo Alto Networks' founder agrees to buy Liberty Bank to boost AI tools for financial services. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: President Trump's social media post props up Palantir's stock. Shares of European semiconductor companies rise after TSMC reports better-than-expected results. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Alibaba's new AI video-generation tool is leading a global ranking. And White House officials have warned staff not to place bets on prediction markets amid the Iran war. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

China has emerged as a big player in biotechnology, and major drugmakers and investors are catching on. WSJ reporter Peter Loftus tells us how China surged ahead in the biotech race, and why big pharma sees it as an opportunity. Plus, WSJ reporter Kate Clark introduces us to the whiz kids who dropped out of college to pursue their AI dreams—and are getting investors to pay their bills. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Volkswagen to end U.S. production of ID.4, its only American-made EV. And car sales in China extend decline in March, including its new-energy vehicles. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Amazon's CEO says the company will spend the next year focusing on AI investment. And a federal court denies Anthropic's request to end the Defense Department's supply-chain risk designation. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Anthropic launches Project Glasswing, an AI security effort with major tech and cybersecurity firms. And TikTok will build a second data center in Finland. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: the new CEO of remote-surgery startup Sovato says the industry is reaching a critical adoption point. And defense tech-focused venture-capital firm Eclipse closes on $1.3 billion in new funding. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Intel partners with SpaceX and Tesla on a new chip plant. And Elon Musk asks for OpenAI's nonprofit arm to receive any damages from his lawsuit. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: a new Goldman Sachs report suggests AI-displaced workers could face steep economic pain. And Samsung projects a more than eightfold leap in first-quarter operating profit. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

As OpenAI and Anthropic barrel toward potentially record-breaking initial public offerings by the end of the year, we got an inside look at the financials of both AI companies. WSJ reporter Berber Jin breaks down the numbers for us. Plus, WSJ's Michael Tabb describes how drones are helping meteorologists fill critical gaps in weather forecasting data. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: JPMorgan CEO Jamie Dimon says AI will be deployed faster than prior tech shifts, potentially outpacing workforce's adaptability. And Oracle names Hilary Maxson as its new chief financial officer. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: federal regulators close investigation into Tesla's autonomous summon feature. And Neurocrine Biosciences agrees to acquire Soleno Therapeutics for $2.9 billion. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: AI trainer Mercor is offering to pay people for previous work they may not own. And a group of former Grubhub executives are trying to bring the food delivery model to roadside repair. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Amazon will charge independent sellers a new fuel surcharge. And U.S. venture fundraising is strengthening as most investment goes to established megafunds. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Kremlin has long tried to rein in the influence of Western platforms in Russia. Now, that goal may be within reach thanks to a super-app called Max. WSJ correspondent Matthew Luxmoore tells us how the app could help cement state control over the digital lives of millions of Russians. Plus, WSJ reporter Will Parker tells us about a landmark bill in Maine that could put a pause of new data center construction projects. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: money manager Franklin Templeton plans to buy a crypto spinoff from venture firm CoinFund. And HSBC Global Research says China could have 500,000 robotaxis on the streets by 2030. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Oracle lays off workers as it continues to invest heavily in AI. And Amazon signs deal to provide in-flight Wi-Fi on Delta Air Lines flights. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Iran war chokes off helium supplies critical for AI chipmakers. And Huawei's net profit rises thanks to its auto business expansion. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI shocked many last week with its decision to shutter its video generation app Sora. WSJ reporter Berber Jin joins us for an exclusive look behind the scenes of the decision. Plus, at the WSJ Leadership Institute's recent Chief People Officer Summit, IBM's HR chief explained the company's plan to hire more entry-level workers in a move to prioritize growth, widely contrasting with other companies which look to reduce headcount amid the AI boom. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Eli Lilly strikes AI drug discovery deal with InSilico. And GM plans to boost production of heavy-duty trucks despite rising gas prices and renewed interest in electric vehicles. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: BYD posts first annual profit decline in four years amid EV sales slowdown in China. And Citi analysts say Taiwan Semiconductor Manufacturing Company could see stronger growth in the coming years. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Novartis will buy allergy-drug developer Excellergy. And in markets, shares of Unity Software and Lumentum Holdings were on the rise. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: China's Moonshot AI is considering restructuring ahead of a possible IPO in Hong Kong. And Mitsubishi Electric, Toshiba and Rohm propose merging their power semiconductor businesses. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlike some reporters, Fortune's Nick Lichtenberg isn't afraid of AI—in fact, he's whole-heartedly embracing it. WSJ's Isabella Simonetti shares how Lichtenberg is a bellwether for where much of the media business is headed. Plus, Minkyu Shin, an assistant professor of marketing at the City University of Hong Kong, explains why using AI to write a customer complaint might yield better results. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Fannie Mae to accept crypto-backed mortgages for the first time. And FCC advances effort to bring telecom call centers back to the U.S. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: OpenAI is investing in a new AI startup building software aimed at letting AI agents solve complex problems in finance and biotech. And Micron slumps after Google reveals new memory technology for AI models. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Supreme Court rules that internet service providers are not liable for customers' copyright infringement. And SLB and Nvidia expand their collaboration on AI use in the energy industry. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: A New Mexico jury found Meta liable for failing to protect young people from online dangers. And a federal judge said the U.S. government's ban on Anthropic looks like punishment. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Meta appoints a new leader to take over AI adoption efforts. And some New York tech founders and investors oppose a state legislature proposal to increase capital gains taxes on startup exits. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chinese electronics maker Xiaomi's fourth-quarter net profit falls. And a new survey of CFOs finds AI will push some people out of their jobs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla's new semi-truck hasn't been fully launched yet, but it's already a hit with truckers, who are raving about its new features. WSJ's Paul Berger explains what's behind the phenomenon. Plus, WSJ reporter Te-Ping Chen describes how young people are aiming to AI-proof their careers. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Toyota Motor to invest $1 billion in Kentucky and Indiana manufacturing operations. And the EU's competition chief says a decision on whether Google is breaking the bloc's new digital competition law is coming. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nvidia and Emerald AI plan to work with power companies on AI factories. And a pair of senators plan to introduce bipartisan legislation to ban sports betting on prediction markets. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices