WSJ Tech News Briefing
Episodes
What Trump Means for Tech: Crypto Gets a Seat at the Table
03 Feb 2025
Contributed by Lukas
Cryptocurrency was strictly regulated during the Biden administration, but President Trump may be looking to change all that. On this encore presentat...
TNB Tech Minute: Meta in Talks to Move Incorporation Out of Delaware
31 Jan 2025
Contributed by Lukas
Plus, the European Union says its fines on big tech are “not a tax.” And FTX settles with K5 Global. Belle Lin hosts. Learn more about your ad ch...
What Trump Means for Tech: D.C. Takes on AI and Cybersecurity
31 Jan 2025
Contributed by Lukas
Digital risks to critical infrastructure, data and information systems, and from artificial intelligence are multiplying. On the fifth episode of our ...
TNB Tech Minute: Amazon Raises Ad Spending on X
30 Jan 2025
Contributed by Lukas
Plus, OpenAI is in early talks to raise up to $40 billion in a funding round which would bring its valuation to $300 billion. And in earnings, Apple r...
What Trump Means for Tech: Elon Musk Enters the White House
30 Jan 2025
Contributed by Lukas
Starting with the Department of Government Efficiency, tech executive Elon Musk is playing an influential role in the new Trump administration. But he...
TNB Tech Minute: Trump Signs Agreement Calling for Meta to Pay $25 MIllion to Settle Suit
29 Jan 2025
Contributed by Lukas
Plus, OpenAI investigates the Chinese company DeepSeek. Microsoft’s cloud-business growth slows. And Meta sales soar to record. Belle Lin hosts. Le...
What Trump Means for Tech: The Outlook for EVs and Clean Energy
29 Jan 2025
Contributed by Lukas
During his first week in office, President Trump signed an executive order to cut regulations around energy production, including eliminating climate ...
TNB Tech Minute: Microsoft, AWS Could Face U.K. Probe into Cloud Services Market
28 Jan 2025
Contributed by Lukas
Plus, Google fights $4.55 billion EU antitrust fine over Android. And, tech stocks rebound after yesterday’s DeepSeek rout. Julie Chang hosts. Lear...
What Trump Means for Tech: The Future of American AI
28 Jan 2025
Contributed by Lukas
The Trump administration has sought to loosen restrictions around artificial intelligence development while establishing new AI infrastructure. On the...
TNB Tech Minute: Tech Stocks Tumble on China’s DeepSeek AI News
27 Jan 2025
Contributed by Lukas
Plus, LinkedIn co-founder starts Manas AI with cancer researcher and author Siddhartha Mukherjee. And, AI recruiting startup Mercor reaches a $2 billi...
What Trump Means for Tech: How Silicon Valley Got on Board
27 Jan 2025
Contributed by Lukas
There’s been a litany of activity coming out of the new Trump administration, and the tech industry has been front and center for much of it. That’...
TNB Tech Minute: Meta Spending to Soar on AI
24 Jan 2025
Contributed by Lukas
Plus, the European Union looks to slash red tape to compete against the U.S. and China. And, Google will put warnings on U.K. businesses using fake on...
What OpenAI’s Stargate Deal Means for Microsoft
24 Jan 2025
Contributed by Lukas
Microsoft was absent from OpenAI’s Stargate announcement at the White House earlier this week. WSJ reporter Tom Dotan tells host Julie Chang what it...
TNB Tech Minute: OpenAI’s ‘Operator’ Agent Can Buy Groceries
23 Jan 2025
Contributed by Lukas
Plus, Spotify founder and CEO Daniel Ek’s body-scan startup is valued at $1.8 billion. And Apple and Google mobile ecosystems face U.K. probe under ...
How Screens Are Taking Over Classrooms
23 Jan 2025
Contributed by Lukas
Class time has become screen time in schools across the country. WSJ education reporter Sara Randazzo tells host Julie Chang about the rapid tech tran...
TNB Tech Minute: Musk Questions Trump-Backed Stargate AI Project
22 Jan 2025
Contributed by Lukas
Plus, South Carolina to reboot a big nuclear project to meet demand for artificial intelligence. And Spain’s prime minister pushes for EU plan to re...
How Important Is the TikTok Economy?
22 Jan 2025
Contributed by Lukas
TikTok is back in the U.S. but its future is still uncertain. WSJ tech reporter Sarah Needleman tells host Julie Chang about the role that TikTok play...
TNB Tech Minute: OpenAI, SoftBank, Oracle Pledge $500B in U.S. AI Investment
21 Jan 2025
Contributed by Lukas
Plus, Netflix raises its prices again. And, the SEC names “CryptoMom” head of a new cryptocurrency task force. Julie Chang hosts. Learn more abou...
Why Google Thinks It Can Catch Up to ChatGPT
21 Jan 2025
Contributed by Lukas
Google CEO Sundar Pichai recently told Google employees that he wants its Gemini chatbot to hit 500 million users by the end of 2025. WSJ reporter Mil...
TNB Tech Minute: Supreme Court Upholds TikTok Shutdown
17 Jan 2025
Contributed by Lukas
Plus, the U.S. sanctions the Beijing firm behind the Salt Typhoon telecom hacks. And former European Leaders call for a breakup of Google’s ad-tech ...
Can an AI Chatbot Help Kids’ Mental Health?
17 Jan 2025
Contributed by Lukas
Troodi is a mental-health chatbot built into a child-focused smartphone called Troomi. Part counselor, part friend, Troodi talks with kids about their...
TNB Tech Minute: Trump Allies Trying to Delay TikTok Ban
16 Jan 2025
Contributed by Lukas
Plus, Cash App owner hit with back-to-back fines. And, Nintendo announces a new Switch console. Charlotte Gartenberg hosts. Learn more about your a...
How Do You Predict a Technology's Future?
16 Jan 2025
Contributed by Lukas
Tech investor Vinod Khosla made a big bet on OpenAI in 2019, years before interest in artificial intelligence exploded. How does he choose his next in...
TNB Tech Minute: GM Signs Multibillion-Dollar Deal for EV Battery Materials
15 Jan 2025
Contributed by Lukas
Plus, the U.S. further tightens chip restrictions on Chinese companies. And the European Union doubles down on enforcing its tech regulations. Belle L...
Why Intel Is Losing Ground to Nvidia
15 Jan 2025
Contributed by Lukas
There is fresh evidence that Intel, the once-mighty innovator, is losing market share in more areas than commonly known, says WSJ tech columnist Chris...
TNB Tech Minute: Meta Plans to Cut 5% of Staff
14 Jan 2025
Contributed by Lukas
Plus, Amazon’s cloud unit will invest $5 billion in Mexico to launch an infrastructure region. And Macquarie will invest up to $5 billion in data ce...
Fighting Fires in L.A. and Rumors Online
14 Jan 2025
Contributed by Lukas
Skyrocketing misinformation is forcing public officials to adopt a new playbook when tragedies like the L.A. fires hit their communities. WSJ national...
TNB Tech Minute: U.S. Targets China With New AI Rules
13 Jan 2025
Contributed by Lukas
Plus, Apple faces a $1.8 billion lawsuit in the U.K. And Jeff Bezos’s Blue Origin delays the debut launch of its new rocket. Belle Lin hosts. Learn...
How Companies Are Already Using AI Agents
13 Jan 2025
Contributed by Lukas
Big companies in pharmaceuticals, finance and technology are deploying artificial intelligence agents at scale. But they’re not quite ready to let t...
TNB Tech Minute: Supreme Court Appears Skeptical of TikTok’s Arguments
10 Jan 2025
Contributed by Lukas
Plus, bitcoin ETFs soar in their first year of trading. And electronic-trading network Liquidnet is fined by US watchdogs. James Rundle hosts. Learn ...
TikTok Braces for Supreme Court Showdown with Washington
10 Jan 2025
Contributed by Lukas
TikTok is making a last-ditch effort to block the law that will ban it within the U.S. today. The Supreme Court is set to hear oral arguments on a cas...
TNB Tech Minute: Elon Musk’s xAI Launches Stand-Alone App
09 Jan 2025
Contributed by Lukas
Plus, Apple defends Siri after a privacy lawsuit. And, cybersecurity startup Wiz names a new CFO as it prepares for an IPO. James Rundle hosts. Learn...
How Policing Content Fell Out of Fashion at Meta
09 Jan 2025
Contributed by Lukas
Meta will no longer use third-party fact checking on its social-media platforms in the U.S., following X’s example in using community-based notes in...
TNB Tech Minute: AMD Invests in Drug-Discovery Company Absci
08 Jan 2025
Contributed by Lukas
Plus, Open AI CEO Sam Altman is sued by his sister. And Meta tests eBay crossovers on Facebook Marketplace. James Rundle hosts. Learn more about your...
How China’s Cyber Threat Looms Over America
08 Jan 2025
Contributed by Lukas
Chinese hackers have vastly increased their efforts in recent years, burrowing into systems at ports, pipelines, water facilities and elsewhere. WSJ r...
TNB Tech Minute: Meta Ends Fact-Checking on Facebook, Instagram
07 Jan 2025
Contributed by Lukas
Plus, Anthropic aims to raise $2 billion in funding. And the U.K.’s competition regulator says it plans to launch probes into big tech under new rul...
How Quantum Computing Could Threaten Bitcoin’s Future
07 Jan 2025
Contributed by Lukas
Bitcoin is on a tear, and topped $101,000 per coin on Monday. So why are some researchers worried that an emerging technology could stop the Bitcoin r...
TNB Tech Minute: Disney Strikes Deal to Combine Hulu+ with FuboTV
06 Jan 2025
Contributed by Lukas
Plus, a Chinese-owned ship severs an undersea cable near Taiwan, and chip stocks surge after Foxconn posts record earnings. James Rundle hosts. Learn...
Why the New Frontier for Battle Drones Is Underwater
06 Jan 2025
Contributed by Lukas
Drones have changed how wars are fought in the sky. Now, defense companies and navies are betting that the new frontier for drone warfare is underwate...
TNB Tech Minute: Microsoft to Spend $80 Billion on AI Data Centers
03 Jan 2025
Contributed by Lukas
Plus, shares of Rivian soar after the electric-vehicle maker beats delivery expectations. And, China will expand consumer subsidies to include smartph...
Why You Can’t Always Trust the ‘Best’ Search Results
03 Jan 2025
Contributed by Lukas
Searching the web for the best products to buy can be tough, thanks to sponsored posts and fishy reviews. WSJ reporter Andrea Fuller joins host Cordil...
TNB Tech Minute: Tesla’s Global Vehicle Deliveries Fell in 2024
02 Jan 2025
Contributed by Lukas
Plus, Meta taps Republican Joel Kaplan as new head of global policy. And Apple agrees to pay $95 million over lawsuit tied to Siri recordings. Julie C...
What’s Ahead for the AI Industry in 2025
02 Jan 2025
Contributed by Lukas
We’re hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. ...
TikTok Had a Tumultuous Year. What’s Ahead in 2025?
31 Dec 2024
Contributed by Lukas
We’re hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. ...
TNB Tech Minute: IBM’s Planned $6.4 Billion HashiCorp Deal Faces Scrutiny
30 Dec 2024
Contributed by Lukas
Plus, Nvidia closes its acquisition of Israeli software startup Run:ai. And Nasdaq leads indexes lower in tech pullback. Cordilia James hosts. TNB Tec...
How AI Will Change Personal Tech in 2025
30 Dec 2024
Contributed by Lukas
We’re hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. ...
The AI Breakthrough That Could Transform the World in 2025
27 Dec 2024
Contributed by Lukas
We’re hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. ...
Microsoft Had an Early AI Lead. Can It Stay Ahead in 2025?
26 Dec 2024
Contributed by Lukas
We’re hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. ...
Elon Musk Had a Big Year in 2024. 2025 Could Be Bigger.
24 Dec 2024
Contributed by Lukas
We’re hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. ...
TNB Tech Minute: Xerox to Buy Lexmark From Chinese Owners
23 Dec 2024
Contributed by Lukas
Plus, China’s EV sector is set to grow in 2025, according to an analyst at CCB International. And tech stocks MicroStrategy and Palantir join the Na...
OpenAI’s GPT-5 Is Behind Schedule. What Happened?
23 Dec 2024
Contributed by Lukas
OpenAI has delayed the launch of its highly-anticipated GPT-5 model. WSJ tech reporter Deepa Seetharaman explains why and what this means for the comp...
TNB Tech Minute: U.S. Regulator Sues Three Major Banks Over Zelle Fraud
20 Dec 2024
Contributed by Lukas
Plus, EU regulators clear Nvidia’s merger with Run:ai. And Italy’s privacy regulator fines OpenAI $15.5 million. Danny Lewis hosts. Learn more ab...
Are Meta’s Ray-Ban Smart Glasses the Future of Face Computers?
20 Dec 2024
Contributed by Lukas
Mixed-reality devices like Apple’s Vision Pro and the Meta Quest 3 make the pitch that the future of computing is in devices that bring the user int...
TNB Tech Minute: Thousands of Amazon Workers Strike
19 Dec 2024
Contributed by Lukas
Plus, Apple says its rivals may try to abuse European regulations to gain access to key iPhone software tools. And the FAA temporarily bans civilian d...
Why Legacy Media Companies Are Turning to TikTok
19 Dec 2024
Contributed by Lukas
Legacy media companies like Fox News and NBC are experimenting with TikTok to reach new audiences despite the platform’s potential ban in the U.S. W...
TNB Tech Minute: U.S. Supreme Court Will Consider TikTok Ban
18 Dec 2024
Contributed by Lukas
Plus, cloud startup Vultr raises $333 million for AI chips. And the Netherlands privacy regulator fines Netflix $4.8 million. Danny Lewis hosts. Le...
How Anthropic Pushes AI to Its Limits in the Name of Safety
18 Dec 2024
Contributed by Lukas
In order to guard against bad actors using its artificial intelligence models to take over computers or use them to create bioweapons, startup Anthrop...
TNB Tech Minute: Nvidia Announces New, Cheaper AI Computer
17 Dec 2024
Contributed by Lukas
Plus, Grubhub agrees to pay $25 million over charges it inflated delivery costs and other deceptive practices. And the European Union is investigating...
Why Musk Doesn’t Have Access to SpaceX’s Biggest Government Secrets
17 Dec 2024
Contributed by Lukas
As SpaceX deepened its ties with national-security agencies in recent years, the company’s lawyers advised senior executives not to seek a higher se...
TNB Tech Minute: SoftBank Plans to Invest $100 Billion in U.S. Projects
16 Dec 2024
Contributed by Lukas
Plus, TikTok asks the Supreme Court to delay enforcement of a law forcing its sale or banning the social-media app in the U.S. And state officials are...
Meet David Sacks, Trump’s AI and Crypto Czar
16 Dec 2024
Contributed by Lukas
Tech investor David Sacks made his money through early bets on Uber and other startups, and has built his reputation as a conservative provocateur. WS...
Driverless: Waymo and the Robotaxi Race—Under the Hood
15 Dec 2024
Contributed by Lukas
Waymo, the self-driving car startup owned by Google parent Alphabet, may be the front-runner in the race to lead the driverless car industry, but it’...
TNB Tech Minute: U.S. Prepares New AI Chip Restrictions to Limit China’s Access
13 Dec 2024
Contributed by Lukas
Plus, messages show that Elon Musk wanted to make OpenAI a for-profit company he controlled. And Amazon union members vote to authorize strikes at two...
Why AI’s Next Leap Forward Is ‘Long Thinking’
13 Dec 2024
Contributed by Lukas
A new generation of artificial intelligence models will take its time to reason, providing more reliable answers to increasingly complex questions. WS...
TNB Tech Minute: Starboard Value Takes Stake in Bitcoin-Mining Company
12 Dec 2024
Contributed by Lukas
Plus, Australia plans tech-platform charge to shore up local news media. And YouTube raises the price for its TV streaming service. Belle Lin hosts. ...
Meet the Latest AI Darling: Reddit
12 Dec 2024
Contributed by Lukas
Social-media company Reddit profits from feeding artificial-intelligence companies’ insatiable appetite for conversational text. WSJ reporter Sarah ...
TNB Tech Minute: Google Launches AI That Generates Text, Pictures and Audio
11 Dec 2024
Contributed by Lukas
Plus, the Supreme Court declines to rule on an Nvidia investor case. And Japanese crypto exchange Coincheck rallies on its first day of trading. Belle...
Younger People Aren’t Googling As Much. That’s Bad for Google.
11 Dec 2024
Contributed by Lukas
It’s not just demographics weighing on the tech and search giant—Google’s core search and advertising business is under siege. WSJ tech columnis...
TNB Tech Minute: General Motors Scraps Cruise Robotaxi Program
10 Dec 2024
Contributed by Lukas
Plus, the European Union looks into Google ads targeting teens. And Games Workshop Group reaches an agreement with Amazon Content Services for its pop...
The Small AI-Chip Maker That’s Now More Valuable Than Intel
10 Dec 2024
Contributed by Lukas
Marvell’s role in helping tech titans create their own data center chips has boosted its revenue and valuation, but you may not have heard of the co...
TNB Tech Minute: Nvidia Facing China Antitrust Probe
09 Dec 2024
Contributed by Lukas
Plus, OpenAI releases its long-awaited video tool Sora. And German arms producer Rheinmetall and the U.S.-based drone-software company Auterion say th...
Intel’s Former CEO Made a Big Bet on the Company’s Future. It Cost Him His Job
09 Dec 2024
Contributed by Lukas
Pat Gelsinger returned to Intel in 2021 to lead its turnaround and become a cornerstone of the artificial intelligence sector. Last week, the company’...
Driverless: Waymo and the Robotaxi Race—Waymo Takes the Lead
08 Dec 2024
Contributed by Lukas
Fifteen years ago, Google made a big bet that future cars will drive themselves. Now, billions of dollars later, that bet may finally be paying off. W...
Bold Names: The CEO Who Says Cheaper AI Could Actually Mean More Jobs
07 Dec 2024
Contributed by Lukas
Cloud storage used to be a sleepy part of the computing world but, with artificial intelligence becoming cheaper than ever, the companies collecting a...
TNB Tech Minute: Nvidia Partner Can’t Build Data Centers Fast Enough for New Chips
06 Dec 2024
Contributed by Lukas
Plus, a federal appeals court upheld a law requiring TikTok to shed its Chinese ownership or be banned. And the Teamsters gave Amazon a deadline to se...
Why Things Could Get Worse for EV Startups
06 Dec 2024
Contributed by Lukas
Rising costs, supply-chain issues and cooling consumer demand were hammering electric-vehicle startups even before the November election. WSJ reporter...
TNB Tech Minute: NASA’s Return to the Moon Faces Fresh Delays
05 Dec 2024
Contributed by Lukas
Plus, Intel adds chip industry veterans to its board. And the Vietnamese government orders Temu to suspend sales in the country. Danny Lewis hosts. L...
OpenAI Is Getting Into the Business of War
05 Dec 2024
Contributed by Lukas
The maker of ChatGPT once spurned the defense industry. Now, OpenAI has signed a deal with drone maker Anduril to use its technology in some of its sy...
TNB Tech Minute: Chinese Hacking Campaign Hits Dozens of Countries
04 Dec 2024
Contributed by Lukas
Plus, OpenAI partners with defense-tech startup Anduril to include its technology in anti-drone systems. And OpenAI and Anthropic have opened offices ...
Elon Musk’s AI Startup Is Valued at $50 Billion. How Does It Plan to Make Money?
04 Dec 2024
Contributed by Lukas
Since Elon Musk started xAI last year, the company has been racing to catch up with competitors like Chat GPT-maker OpenAI, Anthropic, Meta Platforms ...
TNB Tech Minute: Amazon Announces New Supercomputer for AI Development
03 Dec 2024
Contributed by Lukas
Plus, Microsoft faces a $1.27 billion antitrust lawsuit in the United Kingdom. And China responds to U.S. trade restrictions with a ban on exports of ...
China’s Efforts to Poach Top Tech Engineers Have the West on Edge
03 Dec 2024
Contributed by Lukas
After years of Western governments making it more difficult for China to access sensitive technologies like semiconductors and artificial intelligence...
TNB Tech Minute: Intel CEO Abruptly Retires Amid Company Struggles
02 Dec 2024
Contributed by Lukas
Plus, the Biden administration issues new rules on transferring chips to China. And Super Micro Computer says a final review of its accounting showed ...
Can AI Help Fix Boring Software?
02 Dec 2024
Contributed by Lukas
Figma is a collaboration-software company that helps designers and product developers work together to build software products. And the company is loo...
Bold Names: Why Elon Musk’s Battery Guy Is Betting Big on Recycling
30 Nov 2024
Contributed by Lukas
JB Straubel was Elon Musk’s battery guy. Now he’s trying to turn what some see as trash into power for the electric vehicle revolution. Straubel w...
The Role of AI in Hollywood
29 Nov 2024
Contributed by Lukas
Can Hollywood work with artificial intelligence? And if so, under what terms? Stability AI CEO Prem Akkaraju and actor Joseph Gordon-Levitt went head-...
TNB Tech Minute: SoftBank Doubles Down on OpenAI Investment
27 Nov 2024
Contributed by Lukas
Plus, crypto advocates land legal win after a federal appeals court rejects the Treasury Department’s sanctions on Tornado Cash. And, Shopify looks ...
Tesla Racks Up Pollution Violations
27 Nov 2024
Contributed by Lukas
Tesla’s Gigafactory in Austin, Texas ran afoul of environmental overseers, with toxins spewed into the air and a dead deer found in a pond, accordin...
TNB Tech Minute: Intel Gets $7.9 Billion Award for U.S. Chip Production
26 Nov 2024
Contributed by Lukas
Plus, Google proposes more changes to its search results in Europe. And Best Buy says President-elect Donald Trump’s new proposed tariffs will raise...
Apple CEO Tim Cook’s Playbook to Working With Donald Trump
26 Nov 2024
Contributed by Lukas
Apple CEO Tim Cook has done something that has eluded many other corporate leaders: He’s cracked the code on working with President-elect Donald Tru...
TNB Tech Minute: Starbucks Wrestles With Ransomware Attack
25 Nov 2024
Contributed by Lukas
Plus, prospective Bitcoin investors are instead buying shares in a software company that owns tens of billions of the cryptocurrency’s tokens. And C...
The Killer Robots Filling Ukrainian Skies
25 Nov 2024
Contributed by Lukas
Ukraine’s drone suppliers are ramping up production of computer-guided drones to aid in its fight against Russia. WSJ Ukraine bureau chief James Mar...
Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’
23 Nov 2024
Contributed by Lukas
Marc Benioff is one of the most outspoken names in tech. The billionaire co-founder of customer relationship software company Salesforce has been pivo...
TNB Tech Minute: Amazon Invests an Additional $4 Billion in Anthropic
22 Nov 2024
Contributed by Lukas
Plus, Polymarket blocks users in France from placing new bets. And the U.K.’s competition watchdog recommends investigating Apple and Google’s mob...
The 19 Best Tech Gifts of 2024, According to Our Team
22 Nov 2024
Contributed by Lukas
The Wall Street Journal’s Personal Tech team rounded up their favorite stuff to wear, help them get fit and more. WSJ personal tech columnist Nicole...
TNB Tech Minute: Sam Altman’s Startup Appoints Former X Executive as Policy Chief
21 Nov 2024
Contributed by Lukas
Plus, the U.K.’s competition regulator will review how it inspects big mergers. And Bitcoin hits a fresh record high. Belle Lin hosts. Learn more a...
How Your Junk Is Finding New Life Powering the Electric Era
21 Nov 2024
Contributed by Lukas
In remote Quebec, the mining giant Glencore is turning America’s electronic trash back into treasure. WSJ reporter Ryan Dezember joins host Belle Li...
TNB Tech Minute: Nvidia’s Sales Soar as AI Keeps Booming
20 Nov 2024
Contributed by Lukas
Plus, Elon Musk’s xAI startup is valued at $50 billion. And the U.S. military selects a little-known Utah supplier for its drone program. Belle Lin ...
The AI-Powered Hollywood Studio
20 Nov 2024
Contributed by Lukas
A new entertainment studio called Promise will incorporate generative artificial-intelligence tools into various stages of production for movies and s...
TNB Tech Minute: Google’s $2 Billion Anthropic Investment Cleared by U.K.
19 Nov 2024
Contributed by Lukas
Plus, it’s not just data centers—networking capabilities need upgrades for AI too. And how AI is playing a role in preparing for earnings day. Bel...