WSJ Tech News Briefing

Plus: Advent International to buy U-blox for $1.3 billion. Analysts say CSE Global seems to be laying groundwork for steady data-center growth. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Media giants are striking multimillion-dollar licensing deals with AI companies. This could represent a new, lucrative stream of revenue for big publishers such as Reddit and the New York Times. But what about smaller players? This is the second episode of “The New AI Data Trade,” a special two-part series on how AI companies get their data. In this episode, we hear from creators who have licensed their content through AI data brokers such as Troveo. But how much money can small publishers actually make? Coleman Standifer hosts. Sign up for the WSJ's free Technology newsletter. Further Reading Wall Street Journal, New York Post Sue AI Startup Perplexity, Alleging ‘Massive Freeriding’ For Data-Guzzling AI Companies, the Internet Is Too Small Learn more about your ad choices. Visit megaphone.fm/adchoices

Generative AI models such as OpenAI’s ChatGPT and Google’s Gemini need data, and the content creators supplying that data want to get paid. This is the first episode of “The New AI Data Trade,” a special two-part series diving into how data makes its way from a publisher or creator to be used by an AI model, and the conflicts that have arisen along the way. In this first episode, we explore how publishers have grown concerned over web scraping. This has led to lawsuits, with publishers such as Reddit, the New York Times and New Corp.’s Dow Jones suing to protect their data. Meanwhile, companies like Cloudflare are making it harder for AI companies to access data from publishers for free. This has opened the door for data-usage deals through startups such as Troveo. Coleman Standifer hosts. Sign up for the WSJ's free Technology newsletter. Further Reading Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data The AI Scraping Fight That Could Change the Future of the Web Amazon to Pay New York Times at Least $20 Million a Year in AI Deal Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Shares of Ukrainian telecommunications company Kyivstar fall on their Nasdaq listing debut. And the world’s first humanoid robot games begin in China. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Cognition has secured about $500 million to advance AI code-generation business. Rivian says it faces a $100 million hole after the Trump administration relaxed fuel economy rules. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple’s long-time focus on user privacy has slowed them down in the AI race, as its competitors eat up vast amounts of data to offer super personalized tools. The Journal’s Tim Higgins joins us to break down the tech giant’s latest efforts. Plus, the new way to win in tech is to build. WSJ columnist Christopher Mims says tech giants are entering an “age of infrastructure.” Peter Champelli hosts. Tim Higgins and Christopher Mims co-host WSJ’s Bold Names podcast. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: “Buy now, pay later” company Klarna posts revenue growth. And Tencent’s second quarter revenue growth shows investments in artificial intelligence have paid off, according to analysts. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lenovo’s CEO says tariff angst has calmed. AI hardware sales lead Foxconn’s profit. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: New York AG picks up lawsuit against Zelle that was abandoned by the Trump administration. And OpenAI CEO Sam Altman responds to criticisms of GPT-5. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tencent Holdings posts faster-than-expected profit growth. Elon Musk says Apple is engaging in anticompetitive behavior in its App Store rankings. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: AI startup Perplexity makes unsolicited $34.5 billion offer to buy Google’s Chrome browser. And disgraced crypto entrepreneur Do Kwon pleads guilty to fraud over crypto crash. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: General Catalyst will lead a $74 million investment in Titan for IT services powered by AI. General Electric and United Nuclear agree on cleanup of uranium mine waste. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump has proposed sweeping tariffs on chips, while offering an exemption: companies that invest in manufacturing in the U.S. won’t have to pay. It’s an attempt to incentivize more chip production in the U.S., but WSJ Heard on the Street writer Asa Fitch notes that key chip-making companies already have invested in U.S. factories. Plus, Disney is in a difficult bind when it comes to AI. The WSJ’s Jessica Toonkel takes us inside the company’s thinking. Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Ford announces plans to overhaul Kentucky factory to launch $30,000 electric pickup. And Chinese battery maker Contemporary Amperex Technology suspends major mining project. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Intel CEO Lip-Bu Tan to visit the White House today. And video-sharing site Rumble plans to buy AI cloud-computing group Northern Data. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lyft bets on robotaxis. And battery startup Lyten buys bankrupt Northvolt’s remaining European assets. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: SMIC says U.S. tariffs should continue to have a limited impact on the chip maker. And Meta settles a defamation lawsuit. Meanwhile, its new AI team is now called TBD Lab. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple CEO Tim Cook kicked off a plan to manufacture iPhones in India years ago. It was one of a series of savvy moves, along with a newly announced $100 billion U.S. investment, that have helped the company avoid President Trump’s recent tariff threats. WSJ South Asia bureau chief Tripti Lahiri joins us to discuss Apple’s plans. Plus, should you spy on your child’s phone? WSJ family and tech columnist Julie Jargon makes the case for snooping. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Space company Firefly Aerospace goes public. And General Motors plans to import batteries from China despite steep tariffs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: President Trump imposes roughly 100% tariffs on chips coming to the U.S. The EU says its exports of chips to the U.S. will face a 15% tariff ceiling. SoftBank posts quarterly profit. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices