The Wall Street Journal is a US daily newspaper focused on business and financial news. Its recent AI coverage includes columnist James Mackintosh warning that the AI boom may echo railway and fiber bubbles, a report that Amazon is in talks to buy AI startup Decart AI for about $7 billion, and news that Broadcom is arranging more than $50 billion in financing for a custom AI chip developed with OpenAI.
WSJ columnist James Mackintosh argues AI may change the world without delivering the returns investors expect, warning the boom could echo the 1840s British railway bubble and the dot-com fiber buildout. Citing a Brookings report, Columbia Business School professor Stijn Van Nieuwerburgh estimates total US AI-related investment could reach $9 trillion by 2032, averaging 3.2% of GDP annually.
The Wall Street Journal reports Ukraine, Russia, Israel and Iran are using hacked IP cameras to gather military intelligence such as tracking troops, identifying targets and assessing strikes. Ukraine's SBU flagged about 40,000 cameras as potentially dangerous and blocked Kyiv cameras accessible to Russia.
The Wall Street Journal reports Amazon is in talks to acquire AI startup Decart AI in a deal valued at around $7 billion. If completed, it would be a major AI acquisition for Amazon.
Broadcom is arranging more than $50 billion in financing for the custom AI chip it is developing with OpenAI, the Wall Street Journal reported, part of a surge in deals to fund AI infrastructure.
Ahead of the midterm elections, Trump opposes stricter federal AI guardrails and calls criticism of the technology a "hoax," clashing with rising voter concern over AI's pace and data-center expansion. Conservative columnist Peggy Noonan called his stance "a blunder for the ages" in the Wall Street Journal, and some Republican allies are urging a slower AI rollout.
A new White House task force will issue a report assessing the risks posed by artificial intelligence and what responsibility the US federal government should have over the technology, according to the Wall Street Journal.
Anthropic aims to launch IPO marketing as soon as the week of Nov. 9 and trade before Thanksgiving, with investors expecting a valuation of $1.8T-$2T, Bloomberg reported. Its prospectus showed a $42B net loss last year and nearly $4.6B in revenue, a 12-fold increase.
Walmart CEO John Furner told customers the company will not change prices based on income, shopping history, urgency, or time of day; digital shelf labels are to save associate time, not for dynamic pricing, nor will Sparky conversations affect prices.
Cloudflare CEO Matthew Prince discussed on the Decoder podcast how AI bots now make up more than half of internet traffic. Cloudflare sits between websites and AI agents, letting owners block, allow, or charge for access. The talk also covered the company's 20% layoff this year (over 1,000 people) and Prince's WSJ op-ed on replacing staff with AI.
The Wall Street Journal published an article titled "America’s Great AI Freakout Has Begun," arguing that public alarm over AI is rising in the U.S. and may shape public debate and policy direction.
That is everything
The A.I. Daily
WSJ column warns AI boom may repeat rail and fiber bubbles
