Amrith Ramkumar
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Amrith Ramkumar
@amrithramkumar.bsky.social
130 followers 110 following 55 posts
I’m a reporter for The Wall Street Journal covering tech and crypto policy
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amrithramkumar.bsky.social
A few months ago, Jensen Huang said he disagreed with almost everything Anthropic CEO Dario Amodei said. Now he is investing $10 billion in Amodei's company as the AI dealmaking spree continues:
www.wsj.com/tech/ai/nvid...
Nvidia, Microsoft Pour $15 Billion Into Anthropic for New AI Alliance
Anthropic also commits to purchase $30 billion from Microsoft’s cloud computing business Azure.
www.wsj.com
November 18, 2025 at 6:54 PM
amrithramkumar.bsky.social
An under-the-radar policy working its way through Congress has Amazon and Microsoft on one side and key chip designer Nvidia on the other. It's an unusual split that shows chip export policy is getting messier:
www.wsj.com/tech/amazon-...
Exclusive | Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China
The legislation in Washington would give tech leaders preferential access to chips at their data centers around the world.
www.wsj.com
November 14, 2025 at 3:03 PM
amrithramkumar.bsky.social
Top Trump advisors shot down the idea of exporting a new Nvidia chip to China before the Trump-XI meeting, a setback for Jensen Huang in his quest to maintain access to the Chinese market:
www.wsj.com/world/china/...
Exclusive | Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China
The president decided against discussing the matter with Chinese leader Xi Jinping after top aides opposed it.
www.wsj.com
November 3, 2025 at 7:38 PM
amrithramkumar.bsky.social
Jensen Huang and some senior administration officials are frustrated a May deal to send Nvidia chips to the UAE isn't moving forward, increasing pressure on Howard Lutnick to finalize the agreement:
www.wsj.com/politics/pol...
Exclusive | Delays to Trump’s U.A.E. Chips Deal Frustrate Nvidia’s Jensen Huang
The multibillion-dollar deal was announced in May, but Commerce Secretary Howard Lutnick has since pushed the U.A.E. for certain U.S. investments first.
www.wsj.com
October 3, 2025 at 12:54 PM
amrithramkumar.bsky.social
Even after the White House said the $100,000 H-1B fee is a one-time payment, Howard Lutnick continues to support an annual fee and officials are still discussing that option. That and more nuggets on the policy in our latest story:
www.wsj.com/politics/pol...
Inside Trump’s Chaotic Overhaul of the H-1B Visa
Commerce Secretary Howard Lutnick sowed confusion over whether new fees were annual and applicable to existing visa holders.
www.wsj.com
September 24, 2025 at 1:17 PM
amrithramkumar.bsky.social
The Trump administration is expected to get a multibillion-dollar fee from investors in the TikTok deal, the government's latest lucrative deal with the private sector:
www.wsj.com/business/dea...
Exclusive | U.S. Government Expected to Get Multibillion-Dollar Fee in TikTok Deal
Fee would be latest example of government getting paid for involvement in private-sector deals.
www.wsj.com
September 19, 2025 at 9:24 PM
amrithramkumar.bsky.social
One of the only CEOs taking on Trump is now in a battle that could shape the future of AI policy and threaten his government contracts worth billions. Deep dive into the fight between Anthropic's Dario Amodei and AI Czar David Sacks:
www.wsj.com/tech/ai/ai-a...
The AI CEO Fighting Trump Over the Future of Technology
A battle between Anthropic’s Dario Amodei and the White House pits worries about safe development against a free-market approach.
www.wsj.com
September 19, 2025 at 11:40 AM
amrithramkumar.bsky.social
The FTC is getting ready to study the impact of AI chatbots on kids and request documents from tech companies, an initial action on the topic that could lead to further action. W/ @emilyglazer.bsky.social:
www.wsj.com/tech/ai/ftc-...
Exclusive | FTC Prepares to Grill AI Companies Over Impact on Children
The regulator is expected to send letters to makers of AI chatbots.
www.wsj.com
September 4, 2025 at 2:58 PM
amrithramkumar.bsky.social
The Truth Social post, the White House meeting and the deal—How Trump took 10% of Intel and CEO Lip-Bu Tan saved his job. Our deep dive on the 2-week fracas:
www.wsj.com/tech/inside-...
Exclusive | Inside Intel’s Tricky Dance With Trump
Just five months into his tenure as Intel’s CEO, Lip-Bu Tan was fighting for his job. Getting to a truce with the president was a two-week roller-coaster ride.
www.wsj.com
August 25, 2025 at 1:24 PM
Reposted by Amrith Ramkumar
lizzieohreally.bsky.social
Today's show ... the Trump administration makes a big (unconstitutional?) about-face on China and AI with its NVIDIA deal. With @amrithramkumar.bsky.social slate.com/podcasts/wha...
Trump Dips into NVIDIA’s Chips
The “government should leave private business alone” people sure are oddly quiet about this.
slate.com
August 15, 2025 at 1:28 PM
amrithramkumar.bsky.social
The relationship between Democrats and Silicon Valley is at its lowest point in a long time. Here's what some are doing to fix it in the Trump era:
www.wsj.com/politics/pol...
Democrats Try to Halt Silicon Valley’s Swing to the Right
Tech executives have been a reliable fundraising source for Democrats. Trump is complicating that.
www.wsj.com
August 14, 2025 at 2:03 PM
amrithramkumar.bsky.social
How did Jensen Huang change Trump's mind on chip sales to China? By getting him to see the world of AI his way and playing diplomat:
www.wsj.com/world/china/...
With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle
Jensen Huang tried diplomacy to sell chips in China, but it took a last-minute deal with the White House.
www.wsj.com
August 12, 2025 at 2:26 PM
amrithramkumar.bsky.social
Trump's call for the Intel CEO to resign adds to his pattern of weighing in on individual company decisions in unprecedented ways, fueling fear that he will target other executives he doesn't like:
www.wsj.com/politics/pol...
Trump Reminds CEOs Who the Ultimate Boss Is
The president who ran on his business acumen isn’t holding back in telling corporate bosses how to run their companies—or when to resign.
www.wsj.com
August 8, 2025 at 1:25 PM
amrithramkumar.bsky.social
The Trump administration is considering a plan to charge patent holders tens of billions of dollars with a new fee. It'd be a radical overhaul of the patent system and their latest attempt to raise revenue:
www.wsj.com/politics/pol...
Exclusive | Trump Administration Weighs Patent System Overhaul to Raise Revenue
Commerce Department officials are discussing a new fee based on patent value, which could fuel backlash from businesses.
www.wsj.com
July 28, 2025 at 8:05 PM
amrithramkumar.bsky.social
Overseas taxes and regulations on U.S. tech companies are a sticking point in trade talks with several countries, highlighting Trump's focus on digital trade issues and a potential win for the tech industry:
www.wsj.com/politics/pol...
Trump Goes to Bat for Big Tech in Global Trade Talks
The administration hopes to use the threat of tariffs and access to the U.S. economy to stop countries from imposing new taxes, regulations and tariffs on U.S. technology firms.
www.wsj.com
July 23, 2025 at 1:07 PM
amrithramkumar.bsky.social
The White House's latest effort to go after DEI is an attack on "woke AI"—Trump is expected to ban biased AI companies from working with the government in an executive order:
www.wsj.com/tech/ai/whit...
Exclusive | White House Prepares Executive Order Targeting ‘Woke AI’<br>
The order would be one of several expected to be released outlining the president’s vision for winning the AI race with China.
www.wsj.com
July 17, 2025 at 9:37 PM
amrithramkumar.bsky.social
The US is changing a landmark deal to send Nvidia chips to the UAE due to national-security concerns. Now no chips will go directly to UAE firm G42, a change showing the challenges to Trump's AI agenda. Scoop w/ @eliotwb.bsky.social:
www.wsj.com/politics/nat...
Exclusive | National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal
Some administration officials worry China could get access to advanced Nvidia chips and are holding up efforts to iron out the agreement.
www.wsj.com
July 17, 2025 at 1:44 PM
amrithramkumar.bsky.social
Jensen Huang told Trump his company needed freer access to global customers to stay ahead of Chinese competitors like Huawei. 4 days later, Nvidia had approvals it had been seeking for months:
www.wsj.com/tech/nvidia-...
Nvidia Wins OK to Sell AI Chip to China Again After CEO Meets Trump
The U.S. will grant licenses for the H20 chip after it had announced restrictions in April.
www.wsj.com
July 15, 2025 at 12:53 PM
amrithramkumar.bsky.social
Many of the big tech execs who cozied up to Trump don't have much to show for it, while others have used splashy investments to appeal to him. Our industry scorecard 6 months into the administration:
www.wsj.com/tech/trump-t...
Sam Altman Is Up, Tim Cook Is Down: Big Tech’s Trump Scorecard
Technology CEOs and companies donated millions of dollars to the president, and the industry has been aggressive in trying to garner his appeal.
www.wsj.com
July 11, 2025 at 2:12 PM
amrithramkumar.bsky.social
When the ban on state AI laws fell apart, it showed the division between the pro-tech and MAGA wings of Trump's party. That split will make it hard to enact AI policy:
www.wsj.com/politics/pol...
How a Bold Plan to Ban State AI Laws Fell Apart—and Divided Trumpworld
A split among the president’s advisers helped give an opening to opponents of the ban.
www.wsj.com
July 2, 2025 at 12:33 PM
amrithramkumar.bsky.social
Is training AI models on copyrighted material legal? A battle between tech companies and creative groups over the answer is simmering in DC:
www.wsj.com/tech/ai/holl...
Hollywood Confronts AI Copyright Chaos in Washington, Courts
Technology firms say using copyrighted materials to train AI models is key to America’s success, while creatives want their work protected.
www.wsj.com
July 1, 2025 at 2:48 PM
amrithramkumar.bsky.social
A U.S. official told top chipmakers in allied countries he wants to end a process that lets them operate with American tech in China, a move that could complicate trade talks .
www.wsj.com/world/china/...
Exclusive | U.S. Prepares Action Targeting Allies’ Chip Plants in China
A U.S. official told top global semiconductor makers he wanted to revoke waivers they have used to access American technology in China, people familiar with the matter said.
www.wsj.com
June 20, 2025 at 2:57 PM
amrithramkumar.bsky.social
The Senate passed a key crypto bill 68-30 yesterday, a move that's expected to help legitimize the industry after it poured money into last year's election:
www.wsj.com/finance/curr...
Senate Passes Stablecoin Bill in Big Win for Crypto Industry
The legislation, known as the Genius Act, moves to the House, where passage is viewed in Washington as likely, before Trump’s desk.
www.wsj.com
June 18, 2025 at 1:25 PM
amrithramkumar.bsky.social
The Trump team recently considered much more aggressive China export controls on chipmaking equipment, adding to its arsenal if trade tensions flared again:
www.wsj.com/politics/nat...
Exclusive | Trump Officials Weighed Broader China Tech Restrictions Ahead of Trade Talks
Expanding export curbs on chip-making equipment was an option if London talks hadn’t gone well.
www.wsj.com
June 17, 2025 at 12:32 PM
amrithramkumar.bsky.social
Tech industry groups are lobbying to save clean-energy tax credits, a signal that access to power is a top priority for the biggest AI companies. W/ @jenhiller.bsky.social:
www.wsj.com/politics/pol...
Exclusive | Tech Industry Fights to Save Clean-Energy Tax Credits
Microsoft and Google have been leading backers of technologies such as solar projects and battery storage.
www.wsj.com
June 10, 2025 at 1:17 PM