China’s Fuyao was welcomed to the Ohio heartland a decade ago when it took over a closed GM plant to make automotive glass. The project, backed by taxpayers, was hailed as a step toward reviving the Rust Belt. Now, many feel duped, the WSJ’s Gavin Bade writes.

Competition from the Fuyao Glass America plant is threatening about 250 jobs at a rival factory operating since the 1950s. Vitro, the company that owns that Ohio plant, has spent the past year considering whether to shut down. The uncertainty comes as President Trump has courted foreign investments in U.S. factories. The rise of Fuyao, which supplies GM, Ford, Stellantis and other U.S. automakers, shows the risks when America’s biggest rival sets up shop.

Rivals say they can’t match Fuyao’s lower prices and allege the company employs unfair business and labor practices. Federal authorities raided the Fuyao plant in 2024. The U.S. alleges that Chinese business owners formed a web of enterprises in Ohio to facilitate the harboring and employment of illegal aliens at factories, including Fuyao’s. No one has been criminally charged in the case.

Fuyao denies any wrongdoing and attributes its success to the same production prowess and economies of scale that have made China the world’s leading manufacturer.

• New U.S. rules will soon ban Chinese software in vehicle systems that connect to the cloud, in an effort to prevent foreign adversaries from exploiting cameras, microphones and GPS tracking in cars. (WSJ)
• Toyota Motor’s CEO is stepping down after a relatively short term in office that was buffeted by President Trump’s tariffs and struggles to maintain market share in China. (WSJ)
• Jeep maker Stellantis said it would book charges of about $26 billion, the latest automaker to flush out massive investments in EVs many Americans are still reluctant to buy. (WSJ)
• AutoNation’s quarterly revenue fell on fewer comparable sales of both new and used vehicles. (WSJ)

Four U.S. tech giants—Microsoft, Meta Platforms, Amazon and Alphabet’s Google—plan to spend up to $670 billion to build out AI infrastructure this year alone as they scramble to increase the computing power needed to operate and scale their AI-related endeavors.

As a percentage of GDP, that is bigger than the railroad expansion of the 1850s, the Apollo space program and the decadeslong buildout of the U.S. interstate highway system, the Journal’s Meghan Bobrowsky, Drew An-Pham and Alana Pipe write. In fact, it is dwarfed only by 1803’s Louisiana Purchase, which doubled the size of the U.S.

The companies pouring those hundreds of billions of dollars into AI infrastructure face a looming shortage of an essential material for semiconductors, sheets of microscopic glass fibers manufactured by a century-old Japanese textile company.

The cloth-like material known as T-glass comes almost entirely from Nittobo, the WSJ’s Yang Jie writes. The company, founded in 1923 was originally a spinner of cotton and silk, and was a pioneer in developing glass fiber. It doesn’t expect to bring significant new T-glass capacity online until late this year, raising concerns of a shortage, particularly for consumer electronics.

Nittobo plans to raise prices this year, by as much as 25% or more, according to an estimate by Citigroup analysts. Another Japanese materials maker, Resonac, which makes parts for semiconductor packages, said it would raise prices by more than 30% for some products.

Corning says it is in talks with others for more such deals, and it is working on what could be its next big act: fiber that goes inside servers, instead of just connecting them to each other.

• A WSJ poll found that half of voters say the economy has gotten worse in the past year, while 35% say it has improved. (WSJ)
• Consumer sentiment ticked higher in February, according to a preliminary reading from the University of Michigan’s monthly survey. (WSJ)
• Canadian employment fell by 24,800 jobs in January, despite the unemployment rate decreasing to 6.5%. (WSJ)
• Germany’s industrial output fell more sharply than expected in December, ending three straight months of growth. (WSJ)
• The Trump administration announced a new strategy for overseas arms sales centered on manufacturing weapons that are most important to the U.S. military, and strengthening critical supply chains. (WSJ)
• A federal judge ordered the Trump administration to temporarily unfreeze funding for the $16 billion Hudson River rail tunnel, granting New York and New Jersey’s request. (WSJ)
• Kroger plans to appoint Greg Foran, a former Walmart executive, as its new CEO, following a nearly yearlong search for a leader outside the company. (WSJ)
• Google-backed carbon-removal startup Terradot is acquiring Eion, a similar but smaller venture. (WSJ)
• BNSF Railway agreed to develop rules for the safe transportation of plastic pellets known as nurdles, raw material for nearly all plastic products, San Diego Coastkeeper said. (TrainsPRO)
• Walmart is investing more than $330 million to add robotics and other automation to double the shipping capacity of its Opelousas distribution center in Louisiana. (Northwest Arkansas Democrat Gazette)
• Orion Group Holdings said it acquired J.E. McAmis and JEM Marine Leasing for about $60 million, expanding in heavy marine, jetty, and breakwater construction. (WorkBoat)
• Agco, the maker of Massey Ferguson and Fendt tractors, is predicting an increase in sales in 2026 for the first time in three years. (Transport Topics)

Mark R. Long is editor of WSJ Logistics Report. Reach him at mark.long@wsj.com. Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long, Liz Young and Paul Berger.