What’s the Deal With Circular AI Deals?

Plus: The flurry of Silicon Valley companies trying to build AI data centers is flooding debt markets. And Charter Communications profits fell in the third-quarter as its home internet subscriber base weakens. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nvidia strikes a number of deals with some of South Korea’s biggest companies. And Google releases its first AI-generated ad. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

1X’s Neo humanoid robot is rolling out to households soon, but it’s not totally autonomous yet. WSJ senior personal technology columnist Joanna Stern tells us what it was like to give the robot a spin. Plus, WSJ personal technology columnist Nicole Nguyen breaks down another piece of technology AI is changing: the web browser. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Apple has reported record September-quarter sales. And YouTube TV and Disney are in a showdown, with an agreement between the two set to expire at midnight. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chinese automaker BYD posts disappointing earnings amid intense competition and regulatory pressure. And Universal Music Group signs a deal with AI music startup Udio. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: GM will lay off more than 3,300 workers at EV and battery plants. And Amazon Web Services plans to invest an additional $5 billion dollars in South Korea to build new AI data centers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Verizon’s profit and revenue rise in the third quarter, but postpaid phone losses continue. And Paramount will cut roughly 2,000 workers across the company. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Nvidia unveils a new product that merges AI supercomputing with quantum. And the AI giant partners with Eli Lilly to build a supercomputer that could boost drug discovery. Julie Chang hosts. Correction: OpenAI’s nonprofit parent owns a stake in its for-profit subsidiary, which has become a public-benefit corporation. An earlier version of this podcast incorrectly said OpenAI had become a for-profit company. (Corrected Oct. 28) Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: AI inference startup Fireworks AI is valued at $4 billion in its latest funding round. And Peter Thiel-backed startup Substrate raises more than $100 million to manufacture chips in the U.S. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

“Circularity” is the latest buzzword in AI, as tech companies strike megadeals with each other. WSJ Heard on the Street columnist Jonathan Weil breaks down why these deals might be a win-win—and how they could go wrong. Plus, WSJ reporter Katherine Bindley explains what brought San Francisco out of the shadow of a doom loop. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices