Amrith Ramkumar
@amrithramkumar.bsky.social
📤 147
📥 105
📝 56
I’m a reporter for The Wall Street Journal covering tech and crypto policy
At an Oval Office meeting in November, Jensen Huang told Trump the patchwork of state rules could cost the U.S. the AI race. Shortly afterward, Trump suggested an executive order that’s now a flashpoint in MAGA world:
www.wsj.com/tech/ai/the-...
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The Silicon Valley Campaign to Win Trump Over on AI Regulation
The debate marks a major flashpoint in Republican politics, stoking tension that could shape the party’s approach to AI in the midterm elections.
https://www.wsj.com/tech/ai/the-silicon-valley-campaign-to-win-trump-over-on-ai-regulation-214bd6bd?st=qFfRLM&reflink=article_copyURL_share
27 days ago
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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...
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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.
https://www.wsj.com/tech/ai/nvidia-microsoft-and-anthropic-commit-to-roughly-45-billion-in-ai-partnership-281b7b1d
about 2 months ago
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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-...
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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.
https://www.wsj.com/tech/amazon-and-microsoft-back-effort-that-would-restrict-nvidias-exports-to-china-21e29e01
about 2 months ago
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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/...
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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.
https://www.wsj.com/world/china/trump-nvidia-china-chip-exports-51e00415
2 months ago
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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...
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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.
https://www.wsj.com/politics/policy/nvidia-trump-uae-chip-deal-delay-c49aaa5c
3 months ago
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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...
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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.
https://www.wsj.com/politics/policy/inside-trumps-chaotic-overhaul-of-the-h-1b-visa-b23bfdd3
3 months ago
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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...
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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.
https://www.wsj.com/business/deals/u-s-government-expected-to-get-multibillion-dollar-fee-in-tiktok-deal-685e3944
4 months ago
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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...
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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.
https://www.wsj.com/tech/ai/ai-anthropic-dario-amodei-david-sacks-9c1a771c
4 months ago
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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-...
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Exclusive | FTC Prepares to Grill AI Companies Over Impact on Children
The regulator is expected to send letters to makers of AI chatbots.
https://www.wsj.com/tech/ai/ftc-prepares-to-grill-ai-companies-over-impact-on-children-a1931640
4 months ago
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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-...
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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.
https://www.wsj.com/tech/inside-intels-tricky-dance-with-trump-c03f729c
4 months ago
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reposted by
Amrith Ramkumar
Lizzie O'Leary
5 months ago
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...
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Trump Dips into NVIDIA’s Chips
The “government should leave private business alone” people sure are oddly quiet about this.
https://slate.com/podcasts/what-next-tbd/2025/08/nvidia-opens-china-by-paying-trump
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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...
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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.
https://www.wsj.com/politics/policy/silicon-valley-democrat-republican-swing-853b5899
5 months ago
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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/...
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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.
https://www.wsj.com/world/china/nvidia-ceo-jensen-huang-trade-tariffs-475b5cd7
5 months ago
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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...
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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.
https://www.wsj.com/politics/policy/trump-company-demands-economy-2b720260
5 months ago
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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...
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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.
https://www.wsj.com/politics/policy/patent-system-overhaul-18e0f06f
5 months ago
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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...
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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.
https://www.wsj.com/politics/policy/trump-trade-talks-tech-industry-e1061e53
6 months ago
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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...
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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.
https://www.wsj.com/tech/ai/white-house-prepares-executive-order-targeting-woke-ai-e68e8e24
6 months ago
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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...
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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.
https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815
6 months ago
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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-...
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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.
https://www.wsj.com/tech/nvidia-wins-ok-to-resume-sales-of-ai-chip-to-china-after-ceo-meets-trump-68f55d71
6 months ago
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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...
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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.
https://www.wsj.com/tech/trump-tech-executives-scorecard-7ab51d22
6 months ago
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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...
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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.
https://www.wsj.com/politics/policy/how-a-bold-plan-to-ban-state-ai-laws-fell-apartand-divided-trumpworld-96bce19d
6 months ago
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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...
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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.
https://www.wsj.com/tech/ai/hollywood-ai-copyright-a582502c
6 months ago
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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/...
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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.
https://www.wsj.com/world/china/u-s-prepares-action-targeting-allies-chip-plants-in-china-10ab18a8
7 months ago
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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...
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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.
https://www.wsj.com/finance/currencies/senate-passes-stablecoin-bill-in-big-win-for-crypto-industry-44ee8aeb
7 months ago
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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...
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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.
https://www.wsj.com/politics/national-security/trump-officials-weighed-broader-china-tech-restrictions-ahead-of-trade-talks-d8b8a769
7 months ago
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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...
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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.
https://www.wsj.com/politics/policy/clean-energy-tax-credits-tech-industry-e4239baa
7 months ago
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Can the U.S. lead the world in AI while cracking down on international students? Smart story from
@pkwsj.bsky.social
on the proven pipeline of inventors:
www.wsj.com/us-news/educ...
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Trump’s Crackdown on Foreign Students Threatens to Disrupt Pipeline of Inventors
Immigrants who came as students created the USB port and numerous other innovations.
https://www.wsj.com/us-news/education/trump-international-student-inventors-6a449fe1
7 months ago
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Nvidia can hardly make a move without facing criticism that it's too close to China. The latest example is pushback from lawmakers over a planned facility in Shanghai that the company calls regular office space:
www.wsj.com/politics/sen...
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Exclusive | Senators Bash Nvidia’s Plans for Facility in China
Sen. Jim Banks and Sen. Elizabeth Warren are accusing the chip maker of undercutting national security.
https://www.wsj.com/politics/senators-bash-nvidias-plans-for-facility-in-china-6f581018
7 months ago
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Kids online safety bills are becoming such a big threat to Apple that Tim Cook called Greg Abbott last week to lobby on Texas App Store age verification legislation:
www.wsj.com/tech/tim-coo...
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Exclusive | Tim Cook Called Texas Governor to Stop Online Child-Safety Legislation
Apple’s CEO called Texas Gov. Greg Abbott after law passed requiring app stores to verify user ages.
https://www.wsj.com/tech/tim-cook-called-texas-governor-to-stop-online-child-safety-legislation-22858ad4?st=W3qQDy&reflink=article_copyURL_share
8 months ago
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Lawmakers are asking for an investigation of Chinese EV charging upstart Autel Energy, the latest bid to crack down on China's access to the American market:
www.wsj.com/livecoverage...
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Exclusive: U.S. Lawmakers Call for Probe Into Chinese EV Charging Startup
Two lawmakers are calling for a probe into a Chinese EV charging startup that does business in the U.S., the latest bid to crack down on China’s access to American consumers and technology.
https://www.wsj.com/livecoverage/stock-market-today-tariffs-trade-war-05-20-2025/card/u-s-lawmakers-call-for-probe-into-chinese-ev-charging-startup-pBIuqBNsjMmAyfGBizRr
8 months ago
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"This is a bonanza"—A record-setting agreement to send Nvidia AI chips to the UAE has tech execs celebrating while some officials worry the hardware will end up in China:
www.wsj.com/tech/how-gul...
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How Gulf Sheikhs Played Their Trump Cards Into a Massive AI Chip Deal
The U.A.E.’s ruling family used headline-grabbing investment numbers, deals with Trump family businesses and ties with tech executives to score an Nvidia deal.
https://www.wsj.com/tech/how-gulf-sheikhs-played-their-trump-cards-into-a-massive-ai-chip-deal-b048a3f9
8 months ago
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My colleagues have reported that crypto exchange Binance is doing business with Trump's family while its founder seeks a presidential pardon. Now 3 senators want answers from the administration on those talks:
www.wsj.com/politics/pol...
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Exclusive | Democrats Want Answers From Trump on Binance Founder’s Pardon Push
First family’s financial ties to Binance are raising concerns about conflicts of interest
https://www.wsj.com/politics/policy/binance-ceo-changpeng-zhao-trump-pardon-push-727497ac
8 months ago
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Trump is reshaping Biden era AI chip export rules, but the new administration's changes might not be as industry friendly as investors hope:
www.wsj.com/tech/ai-chip...
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U.S. to Overhaul Curbs on AI Chip Exports After Industry Backlash
A rule limiting many countries’ access to American technology was set to take effect May 15.
https://www.wsj.com/tech/ai-chip-exports-overhaul-0518a821
8 months ago
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Trump invited the top holders of his crypto meme coin to a private dinner outside DC, fueling fresh conflict of interest concerns. One official called it “an outside business engagement”:
www.wsj.com/finance/curr...
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Trump’s Biggest Meme-Coin Investors Get Invited to Dinner With the President
The price of $TRUMP soared on news of a gala for major token holders, raising conflict-of-interest concerns.
https://www.wsj.com/finance/currencies/trumps-biggest-meme-coin-investors-get-invited-to-dinner-with-the-president-c63adfb9?st=4VDoRD&reflink=article_copyURL_share
9 months ago
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The latest chip export controls show how the Trump administration's mindset on tech is similar to its approach to trade—Toughness and a bit of chaos:
www.wsj.com/economy/trad...
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U.S. Tries to Crush China’s AI Ambitions With Chips Crackdown
New chip restrictions for Nvidia and AMD show the Trump administration’s determination to battle China on tech advances as well as trade.
https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866
9 months ago
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A weekend filled with mixed signals on tech tariffs and exemptions has industry execs bracing for more chaos and new tariffs on chips, smartphones and more:
www.wsj.com/tech/trump-t...
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Shifting Signals on Tech Tariffs Fuel Fresh Trade Uncertainty
A string of mixed signals from the Trump administration over the weekend regarding tariffs on smartphones, laptops and other electronics fueled fresh uncertainty over U.S. trade policy.
https://www.wsj.com/tech/trump-tariff-tech-exemptions-trade-uncertainty-dd8eb31f
9 months ago
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Tariffs are set to push up the cost of building data centers needed to train AI models, hindering one of Trump's main tech priorities. A look at how the tariffs will affect the rest of his agenda:
www.wsj.com/economy/trad...
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The Ripple Effect Trump’s Tariffs Will Have on the Rest of His Agenda
It isn’t just inflation. Manufacturing and artificial intelligence are at risk, too.
https://www.wsj.com/economy/trade/trump-tariffs-second-term-agenda-a2fc368a
9 months ago
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Michael Kratsios came up in tech working for Peter Thiel and pushing back against Huawei in the first Trump administration. Now he has to craft an AI strategy that works for tech companies and national-security hawks:
www.wsj.com/politics/pol...
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A Peter Thiel Protégé Is Leading Trump’s AI Strategy Against China
He will work to counter Beijing without disrupting U.S. businesses.
https://www.wsj.com/politics/policy/trump-ai-michael-kratsios-peter-thiel-protege-1457e276
9 months ago
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Trump's push to dismantle regulations and boost crypto is being overshadowed by tariff fears:
www.wsj.com/politics/pol...
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Trump Ushers In ‘New High Water Mark’ for Deregulation
The president’s tariffs are clouding the outlook for plans to cut rules and Elon Musk’s efficiency efforts.
https://www.wsj.com/politics/policy/trump-ushers-in-new-high-water-mark-for-deregulation-545b6444
9 months ago
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Trump is weighing several measures to contain Chinese AI upstart DeepSeek, but he risks angering companies that want technology shared freely:
www.wsj.com/tech/u-s-lik...
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Exclusive | U.S. Likely to Ban Chinese App DeepSeek From Government Devices
The White House is weighing measures to restrict the artificial-intelligence upstart, including banning its chatbot from government devices.
https://www.wsj.com/tech/u-s-likely-to-ban-chinese-app-deepseek-from-government-devices-09c2b439
10 months ago
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As Trump takes action to reward the crypto industry, Ripple CEO Brad Garlinghouse is emerging as one of the biggest winners. Our look at one of the most divisive players in the sector:
www.wsj.com/finance/curr...
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The Polarizing Crypto Executive Who Wooed His Way Into Trump’s Orbit
Ripple CEO Brad Garlinghouse stands to benefit from the inclusion of the XRP token in a U.S. digital-asset stockpile.
https://www.wsj.com/finance/currencies/ripple-ceo-brad-garlinghouse-xrp-d92612b3
10 months ago
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How would a federal crypto reserve even work? I run through some of the issues Trump's team is tackling and some of the logistical challenges they'll face along the way:
www.wsj.com/articles/tru...
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Trump’s Crypto Advisers Weigh Paths to a National Stockpile
The president wants to build a federal cryptocurrency reserve. His subordinates are starting by counting up crypto the government already holds.
https://www.wsj.com/articles/trump-cryptocurrency-reserve-government-1add7b9b
10 months ago
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Bo Hines learned about crypto playing wide receiver in the 2014 Bitcoin St. Petersburg Bowl. Now he's shepherding Trump's crypto agenda and leading work on the crypto reserve:
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The Little-Known College Football Player Quarterbacking Trump’s Crypto Agenda
Bo Hines had invested in the sector for nearly a decade before joining the administration.
https://www.wsj.com/politics/policy/the-little-known-college-football-player-quarterbacking-trumps-crypto-agenda-dee41cb9
10 months ago
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Microsoft is asking Trump to loosen and simplify AI chip export controls that apply to nations friendly with the U.S. The request shows how hard it will be to enact pro-business policies while looking tough on China:
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Exclusive | Microsoft Urges Trump to Overhaul Curbs on AI Chip Exports
The request highlights the president’s challenging task of trying to boost U.S. businesses and limit China’s advances in artificial intelligence.
https://www.wsj.com/tech/microsoft-urges-trump-to-overhaul-curbs-on-ai-chip-exports-4dc48e81
10 months ago
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What's the best way to keep kids safe online? A bunch of states, a new coalition and Meta are pushing bills that would make app stores verify user ages and get parental consent before apps could be downloaded:
www.wsj.com/tech/child-o...
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States Consider App-Store Age-Verification Laws
Meta is sparring with Apple and Google over who is responsible as child-safety advocates push for tech companies to check the ages of users and get parental consent before allowing downloads.
https://www.wsj.com/tech/child-online-safety-protections-laws-0ffb9308
10 months ago
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Apple's big investment and hiring pledge is the latest example of companies repurposing and sugarcoating existing spending plans to please politicians. Many of them flop:
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Apple Joins Slew of Companies Touting More U.S. Jobs. How Much Is New?
Businesses over the years have often sugarcoated investment plans to appeal to new presidents.
https://www.wsj.com/tech/apple-corporate-new-job-investment-what-to-expect-ad19993c?st=bxQxL3&reflink=article_copyURL_share
10 months ago
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It was a difficult decision for Apple and Google to put TikTok back in their app stores because of the thorny legal and business factors at play while Trump tries to keep TikTok alive in the U.S.:
www.wsj.com/tech/apple-a...
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Apple and Google Restore TikTok to Mobile App Stores
The iPhone maker and the search giant had pulled the app to comply with a law that was later paused by President Trump after his inauguration.
https://www.wsj.com/tech/apple-and-google-restore-tiktok-to-mobile-app-stores-881ab6a7?st=mqGC2J&reflink=desktopwebshare_permalink
11 months ago
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DeepSeek's breakthrough pressures Trump to make his AI policies clear, including decisions on chip export controls and an AI standards-setting group:
www.wsj.com/politics/pol...
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DeepSeek’s Breakthrough Pressures Trump to Act on AI
Companies and lawmakers want clarity on export controls and standards for testing models.
https://www.wsj.com/politics/policy/china-ai-deepseek-us-washington-response-cac79d6b?st=FYASNU&reflink=desktopwebshare_permalink
11 months ago
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I’m doing some reporting on tech and telecom policy at WSJ. One of my first stories is a profile of incoming FCC chairman Brendan Carr, who has pledged to go after big tech companies and broadcast networks:
www.wsj.com/business/bre...
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How a Telecom Bureaucrat Learned to Speak Trump
FCC regulator Brendan Carr parlayed cell-tower climbs and social-media acumen to become a leading figure in the next administration.
https://www.wsj.com/business/brendan-carr-trump-fcc-pick-600c0c9b?st=vYmwNQ&reflink=article_copyURL_share
about 1 year ago
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“This is unambiguously bad for the future of climate policy in this country.”—Clean-energy executives are rushing to reassure investors who are worried that Trump’s win will stall the renewable-power boom:
www.wsj.com/politics/pol...
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Trump’s Win Threatens U.S. Clean-Energy Boom
The president-elect wants to boost fossil fuels and dial back green subsidies.
https://www.wsj.com/politics/policy/trumps-win-threatens-u-s-clean-energy-boom-04f16fa8
about 1 year ago
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