Plus: Apple’s foray into smartglasses could be a boon, not a threat, for EssilorLuxottica. And theft of trade secrets is on the rise. Julie Chang hosts.

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Data centers are a booming business, and their rapid expansion is being felt across industries. On today’s show, we’re taking a look at two. In some regions of the country, big tech is buying up a lot of land to build data centers. Reporter Will Parker explains why some developers and homeowners aren’t happy. Plus, Heard on the Street columnist Jinjoo Lee tells us how every engine of the economy is getting recruited into the fight for AI dominance—and that includes ones made for jets. Patrick Coffee hosts. Sign up for the WSJ's free Technology newsletter.

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Plus: Walmart’s investments in technology are paying off, according to its CEO. And India’s Reliance Industries will invest more than $110 billion in AI over the next seven years. Julie Chang hosts.

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Plus: Buy now, pay later company Klarna swings to a loss. And DoorDash is positioning for an AI-led future. Julie Chang hosts.

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Plus: FCC overhauls $3 billion Lifeline phone and internet subsidy program to curb improper payments. And Moody's rebuts concerns about AI disruption. Julie Chang hosts.

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Plus: Mistral AI acquires infrastructure startup Koyeb. And the race to build data centers is fueling an "AI debt boom," analysts say. Julie Chang hosts.

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Plus: Eric Trump invests in ‘low cost-per-kill’ drone firm. And physical AI could become a trillion​-​dollar industry by 2035. Julie Chang hosts.

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Plus: India’s Adani Group plans to invest $100 billion on AI infrastructure. And, Infosys and Anthropic to partner on AI for businesses in regulated industries. Julie Chang hosts.

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AI experimentation in the workplace is now showing tangible effects, from productivity gains to layoffs. Erik Brynjolfsson, a professor at Stanford's Institute for Human-Centered AI and cofounder of Workhelix, recently spoke with the WSJ Leadership Institute's Wendy Bounds at the WSJ Technology Council Summit. They discussed AI's influence on the labor market. Plus, WSJ Heard on the Street columnist Jonathan Weil says the AI boom is making it more challenging to analyze tech companies’ earnings due to unclear depreciation expenses. Julie Chang hosts.

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Plus: EV-maker Rivian expects to begin deliveries of its new $50,000 R2 model in the second quarter. And shares of Coinbase and Applied Materials close up, while DraftKings stock slides. Julie Chang hosts.

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