Steven Rosenbush
Bureau Chief, WSJ Pro Enterprise Technology at The Wall Street Journal
Enterprise Tech Editor, WSJ Pro. @CIOJournal @WSJCyber @WSJProAI
Articles
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1 week ago |
wsj.com | Steven Rosenbush
The AI powerhouse has become ubiquitous, paradoxically by doing only what it deems essentialAI infrastructure king Nvidia is seemingly everywhere, all at once, a success story that it is tempting to explain by just pointing at the company’s powerful technology for training and using AI. But its sprawling reach also reflects a business logic that paradoxically excludes all but the essentials. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.
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3 weeks ago |
wsj.com | Steven Rosenbush
In February, Egnyte received a majority investment from private-equity firms GI Partners and TA Associates, valuing the Mountain View, Calif.-based company at more than $1.5 billion, including cash on the balance sheet, WSJ Pro Venture Capital reported. Here are highlights of the conversation with WSJ Pro, which happened Wednesday as President Trump announced his tariff plan. The interview has been edited and condensed for length and clarity. WSJ: How do you expect tariffs to affect your company?
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3 weeks ago |
wsj.com | Steven Rosenbush
All emerging technology needs to deliver on its promise, sooner or later. For AI agents, that time is now. The successful deployment of agents—artificial intelligence that can take actions and make decisions on behalf of people or even themselves—is vital to the future of model developers such as OpenAI, enterprise software companies like ServiceNow and Salesforce, consumer giants such as Apple, plus AI infrastructure companies including Nvidia, cloud service providers and data center operators.
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1 month ago |
jp.wsj.com | Steven Rosenbush
【サンノゼ（米カリフォルニア州）】米画像処理半導体（GPU）大手エヌビディアのジェンスン・フアン最高経営責任者（CEO）は、人工知能（AI）インフラと推論モデルを驚異的なペースでアップグレードし、新製品を投入していく方針を示した。だが一部の顧客は速さにそれほどこだわってはいないかもしれない。 フアン氏は18日のカンファレンス「エヌビディアGTC」で2時間にわたって基調講演を行い、現行の最先端AIシステム「ブラックウェル」のアップデート版「ウルトラ」を年内に発売すると発表した。さらに、より高性能の新型システム「ルービン」を2026年下半期に発売する見通しを示した。ルービンのウルトラ版はブラックウェルの14倍の性能を持つという。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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1 month ago |
cn.wsj.com | Steven Rosenbush
英伟达(Nvidia)首席执行官黄仁勋(Jensen Huang)已经制定了新的产品路线图，显示该公司的人工智能(AI)基础设施和推理模型以惊人的速度进行升级换代，但该公司的部分客户可能还没有准备好这么快就进行升级。黄仁勋周二在英伟达GTC大会上发表了长达两小时的主题演讲。他在演讲中表示，该公司目前领先的Blackwell人工智能系统的升级版Ultra将于今年晚些时候上市。他还发布了一款功能更强大的新系统Rubin系列，预计将于2026年下半年上市。他还表示，Rubin的Ultra版本性能将是Blackwell的14倍。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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“My first reaction was, I didn’t know they were public! How could a quantum computer company be public?” Nvidia CEO Jensen Huang said, discrediting earlier remarks of his that sparked a selloff in quantum-computing stocks https://t.co/CHlwBHCZXy via @WSJ
Nvidia CEO Jensen Huang Says AI Computing Needs Will Grow Dramatically https://t.co/bVkZBDgaFo via @wsj
Uncertainty over federal grants is endangering U.S. leadership in bioscience, which is critical to drug development and the nation’s competitiveness https://t.co/d9rmRNoGzf via @WSJ @UW @UWproteindesign @UWMedicine
