WSJ Tech News Briefing

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.

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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.

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Nebius and Meta agree to a $27 billion AI infrastructure deal. And Foxconn expects exponential growth in AI server demand. Danny Lewis hosts.

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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.

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Plus: FedEx plans to expand its use of AI agents. And Adobe’s CEO abruptly steps down after 18 years. Danny Lewis hosts.

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