Sources: some OpenAI executives were surprised by a WSJ report that OpenAI was aiming to IPO in December; OpenAI hopes to triple its ~$13B 2025 revenue in 2026
The maker of ChatGPT hopes to triple its revenue in the coming year because it is planning to spend tens of billions of dollars.
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW
Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure Bluesky: @mims , @justinhendrix , @carlquintanilla , and @jessefelder . Forums: r/techn...
Amazon says it has 1M+ robots in its warehouses, the most it's ever had and near the count of human workers, with ~75% of global deliveries assisted by robotics
The e-commerce giant now counts more than one million of the machines at its facilities — | Photographs and Videos by Desiree Rios for WSJ
Seagate and other HDD makers bet on tech like heat-assisted magnetic recording to stay competitive; IDC expects data center HDD spending to hit $22B by 2028
John Keilman / Wall Street Journal : Bluesky: @wsj.com . Mastodon: @timbray@cosocial.ca Bluesky: @wsj.com : The fate of an industry is riding on a laser smaller than a grain of salt Mastodon: Tim Bra...
A survey of attendees at the WSJ's CIO Network Summit: 61% are experimenting with AI agents, but 21% are not using them at all, citing a lack of reliability
Tech vendors like OpenAI and Microsoft are banking on business readiness to use the autonomous AI bots, but companies aren't so sure
A decade after data analytics promised to revolutionize US agriculture, many farmers are still waiting for the tech to pay off and are swamped by a data deluge
Uptake of agtech tools has been tepid, and even many farmers who do use them struggle with the software and a flood of data from their farms X: @mattkahn1966 and @mattkahn1966 X: Matthew E. Kahn / @ma...
FactSet survey of Q1 ad revenue: Google is expected to rise 23% YoY to $55.1B, Meta is expected to rise 8% YoY to ~$27.5B, and Twitter to grow 25% YoY to $1.1B
Google's search business expected to stay resilient while social platforms grapple with challenges Tweets: @megancgraham , @csooran , @enriqueabeyta , @hoofnagle , @jason_kint , and @jason_kint Tweets...
While unable to meet analog chip demand, Texas Instruments hesitates to expand production capacity because of the industry's history of boom and bust cycles
Even in digital age, analog chips such as those made in Texas are essential, and they are in short supply Tweets: @aparanjape , @pastynome , @jbathgate , and @scottlincicome Tweets: Amit Paranjape / @...
China's $1.4T tech campaign includes a massive 5G project, aiming for 600K base stations by end of 2020, relies on money from private sector, local governments
Beijing plans to spend $1.4 trillion in the next five years in sectors including 5G, artificial intelligence and data centers Tweets: @jaygoldberg , @lizalinwsj , and @joshchin Tweets: @jaygoldberg : ...
Sources: Apple Music has been growing at a monthly rate of 2.6% to 3% and had 28M US users in Feb., compared to Spotify's 26M US users and growth of 1.5% to 2%
Apple Music overtakes Spotify … Yoni Heisler / BGR : Apple Music now has more subscribers in the US than Spotify Jack Purcher / Patently Apple : The Momentum is Shifting as Apple Music overtakes Spoti...