Plus: Lucid secures $750 million in new funding and announces a new CEO. And Anthropic adds Novartis CEO to its board. Julie Chang hosts.

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Plus: suspect in attack on Sam Altman’s home charged with attempted murder and arson. And utilities plan to spend $1.4 trillion over five years to power the AI boom. Danny Lewis hosts.

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Faced with a computing firepower shortage, AI companies are rationing offerings and products — a warning sign for the tech boom. WSJ reporter Robbie Whelan tells us what’s behind the latest compute capacity crunch. Plus, WSJ Detroit bureau chief Patrick George explains why high gas prices are driving Americans back to electric vehicles. Belle Lin hosts.

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Plus: Insurers could gain big business from data centers. And America's trade deficit has an AI problem. Julie Chang hosts.

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Plus: the Philippines orders Meta to curb “panic-inducing” fake news. And Palo Alto Networks’ founder agrees to buy Liberty Bank to boost AI tools for financial services. Danny Lewis hosts.

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Plus: President Trump’s social media post props up Palantir's stock. Shares of European semiconductor companies rise after TSMC reports better-than-expected results. Julie Chang hosts.

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Plus: Alibaba’s new AI video-generation tool is leading a global ranking. And White House officials have warned staff not to place bets on prediction markets amid the Iran war. Danny Lewis hosts.

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China has emerged as a big player in biotechnology, and major drugmakers and investors are catching on. WSJ reporter Peter Loftus tells us how China surged ahead in the biotech race, and why big pharma sees it as an opportunity. Plus, WSJ reporter Kate Clark introduces us to the whiz kids who dropped out of college to pursue their AI dreams—and are getting investors to pay their bills. Belle Lin hosts.

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Plus: Volkswagen to end U.S. production of ID.4, its only American-made EV. And car sales in China extend decline in March, including its new-energy vehicles. Julie Chang hosts.

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Plus: Amazon’s CEO says the company will spend the next year focusing on AI investment. And a federal court denies Anthropic’s request to end the Defense Department’s supply-chain risk designation. Danny Lewis hosts.

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