Technology & Innovation

13:46 EDT · Aug 30, 2026

Brent added 0.9% to $84.32 as Gulf talks stalled. For technology, a shut waterway reaches the P&L through the power contract — and it does not reach every data center equally.

Latest in Technology

Aug 30, 2026

A Fed Hike Would Reprice SaaS Before It Touches Security Budgets

Megan Torres · 1 month ago cybersecurity

Tariff Inflation Is a Power-and-Silicon Tax on AI Infrastructure

Ryan Matsuda · 1 month ago AI Infrastructure

GEV Drops on Q2 Miss While CEO Says Data Center Orders Already Doubled 2025

Ryan Matsuda · 1 month ago GE Vernova

The Chip Rebound Is a Bet on Earnings — and Agentic AI Is What Earnings Must Prove

Sarah Chen · 1 month ago semiconductors

Rambus Fell 28% From Its June High — The Memory-Interface Toll Booth Is On Sale at 24x

Ryan Matsuda · 1 month ago Rambus

Equifax's 7% Slide Is the Tech Read on Housing: Transaction-Volume Software Just Got Repriced

Megan Torres · 1 month ago Equifax

China's Largest Shipbuilder Is Automating Design With AI — the Rally's Real Signal

Sarah Chen · 1 month ago China tech

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semiconductors Breaking AI

China May Export-Control Its Own AI Models — The Cheap-Token Era Just Got Policy Risk

Beijing is weighing export restrictions on Chinese AI models and chips, per an FT report. Days after Moonshot's Kimi triggered a chip selloff, the global floor price of a token is suddenly in play.

Ryan Matsuda · 1 month ago

cybersecurity Breaking AI

JSW Steel's ₹1.3 Trillion Buildout Is an OT Security and Industrial Software Procurement Event

A steel expansion is now a technology contract. JSW's capex cycle pulls forward plant software, OT security, and integrator spend — just as a Mumbai bank hack exposes India's widening attack surface.

Megan Torres · 1 month ago

semiconductors Breaking AI

Barclays Splits the Chip Sector in Two — Lumentum Up, Allegro and Penguin Cut