WSJ Tech News Briefing

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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Anthropic’s standoff with the Pentagon may be giving it an edge in the AI talent race, while OpenAI’s decision to make a deal with the agency has resulted in at least two resignations from high level employees. WSJ’s Meghan Bobrowsky shares the latest. Plus, WSJ enterprise tech reporter Belle Lin explains why companies are turning to digital AI clones of real people to conduct market research. Isabelle Bousquette hosts.

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Plus: Lucid launches three new models and a robotaxi as the EV company expands its midsize-vehicle platform. And Atlassian to cut about 10% of its workforce. Julie Chang hosts.

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