What Happened Nvidia (NVDA) invested $2 billion in Marvell Technology (MRVL) as the two companies launch a partnership aimed at making it easier for customers to deploy custom AI chips alongside Nvidia’s networking gear and central processors. In market reaction on Tuesday, Marvell shares rose about 7%, while Nvidia shares were up

What Microsoft Just Changed in Copilot Microsoft (MSFT) unveiled new upgrades to its Copilot research assistant aimed at making results more reliable while keeping work moving faster. The headline shift is a multi-model workflow that lets Copilot tap more than one AI system

What Happened Shield AI, a defense technology startup, is raising $2 billion in a new funding round that values the company at $12.7 billion. The company is positioning the capital raise as fuel for expanding its AI-powered software as autonomous tools play a

What Happened The White House appointed several high-profile technology executives to the President’s Council of Advisors on Science and Technology (PCAST), a panel that will weigh in on AI policy and other science-and-technology issues. The new members include Meta Platforms (META) CEO Mark Zuckerberg, Oracle (ORCL) Executive Chairman Larry

What Happened Microsoft (MSFT) has agreed to rent a large data center project in Texas that had previously been discussed for Oracle (ORCL) and OpenAI. The site is in Abilene and is positioned next to Oracle and OpenAI’s flagship Stargate campus. The project is described as totaling roughly 700 megawatts of capacity,

What Happened Ecolab (ECL) said it will acquire CoolIT Systems from funds managed by KKR (KKR) for about $4.75 billion in cash. The move positions Ecolab more directly in the fast-growing market for liquid cooling, a key enabling technology for increasingly power-hungry AI data centers. In premarket trading, shares of Ecolab were

What The White House Released The White House unveiled a four-page artificial intelligence policy framework designed to serve as a legislative roadmap for Congress. The document pushes for one federal standard that would pre-empt a patchwork of state-level AI rules, while adding guardrails aimed

What Changed In The Clean Power Offtake Market The market for long-term corporate power purchase agreements is getting tighter and pricier. Surging demand from data center owners is colliding with a smaller pipeline of tax-eligible clean power projects, pushing up

What Microsoft Changed Inside Copilot Microsoft (MSFT) is reorganizing its Copilot teams by bringing together the commercial and consumer versions under one unified structure. The company is moving quickly to improve its AI assistant and drive wider adoption, and the new setup is

What Happens Monday at GTC Nvidia (NVDA) CEO Jensen Huang is set to lay out the company’s hardware and software roadmap at its annual developer conference, GTC, in San Jose, California. The keynote is scheduled for 11 a.m. Pacific (2 p.m. Eastern) and