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WSJ Tech News Briefing

TNB Tech Minute: Amazon and Cerebras Announce Multiyear Inference Chips Partnership

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 13 March 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Plus: Uber is speeding up its rollout of robotaxi services. And EssilorLuxottica’s dominance in eyewear could erode amid smart glasses boom. Katherine Sullivan hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

I think the potential of Agenic is to rethink how work gets done overall. It challenges all sorts of

0:06.8

traditional orthodoxies around how organizations execute the work at hand. That's Jason Gersatus,

0:12.6

CEO of Deloitte U.S., talking about the transformational potential of Agenic AI. Join him later to

0:19.0

learn why agents are a game changer for businesses across industries.

0:24.2

Here's your afternoon, TNB Tech Minute for Friday, March 13th. I'm Catherine Sullivan for the Wall Street

0:30.7

Journal. Amazon Web Services plans to deploy processors designed by Cerebrus inside its data centers. Under the multi-year

0:39.7

partnership, Amazon will use the Cerebrus chip to help power inference functions, which allow

0:45.3

AI models to respond to user queries. The companies declined to disclose the financial terms of the

0:50.8

agreement. The deal underscores a major shift in the market for computing power

0:55.3

as the AI industry moves from model training toward inference. Companies that design AI tools

1:01.3

and agents are realizing that graphics processing units don't work as well for inference workloads,

1:06.7

which require more speed. Many of them are seeking to diversify their supplier bases as they

1:12.0

gain millions of new users for their tools. Uber Technologies is speeding up its rollout of

1:17.5

Robotaxy Services. Analysts say the company is under pressure to compete with Waymo and Tesla for

1:23.3

autonomous driving services. And Uber unveiled a string of Robotaxi partnerships with Hyundai's

1:29.1

Motional in Las Vegas, Amazon's Zooks in Las Vegas and Los Angeles, and with Wave and Nissan

1:35.0

in Tokyo. Uber users in Las Vegas can now hail autonomous emotional vehicles that are monitored

1:40.6

by a vehicle operator, with full self-driving expected by the end of the year.

1:45.6

Zook's robotaxies will be available in Las Vegas this summer and Los Angeles next year.

1:50.7

Monitored wave robotaxies will hit Tokyo roads later this year.

1:54.9

S. Laura Luxottica's dominance in eyewear could soon erode as tech rivals seek to benefit from the boost of smart glasses.

2:02.3

That's according to a new research note from analysts at Bernstein. The Franco-Italian group has

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