Recent news and analysis on Tech Industry

Technology industry news covering tech companies, startups, venture capital, tech layoffs, and Silicon Valley business developments.

• EU unveils plan to expand domestic tech supply chains

  The European Commission proposed new 'technological sovereignty' rules to block foreign providers from using a 'kill switch' to disrupt vital tech services. The package includes risk assessments for cloud providers in sensitive areas and aims to reduce reliance on foreign tech, which accounts for over 80% of digital products and services. The EU's vulnerabilities were exposed last year when China stopped semiconductor exports, nearly halting the European car industry.

• "The AI boom gives 1990s IT brands a second crack at youth"

  This commentary argues that the AI boom is revitalizing legacy IT companies like Dell and Hewlett Packard Enterprise, which were previously struggling. It contends that surging demand for AI infrastructure has driven remarkable revenue growth, though margin pressures from component costs remain a concern.

• Adobe seeks CEO replacement for Narayen

  Adobe is looking to replace CEO Shantanu Narayen, considering internal candidates David Wadhwani and Anil Chakravarthy, who lead its two largest business units, as well as external candidates, according to Bloomberg.

• "Gouging Tools in the Collar, Daggers in the Lapel: Silicon Valley Fashion Has Gone Military."

  This commentary argues that Silicon Valley tech executives are adopting militarized fashion, such as suits with concealed weapons and challenge coins, to appeal to government and defense clients. It suggests this trend reflects a broader shift in tech culture from consumer-facing casual wear to a style that signals readiness for the defense sector.

• Strava restricts website access, introduces $11.99 developer fee ahead of IPO

  Strava is limiting public website access and charging developers $11.99 per month to combat AI data scraping, citing a 448% increase in developer applications and API policy violations. The fitness platform filed for an IPO in February 2026.

• Supermicro debuts VR200 rack with safer coolant at Computex

  Supermicro demonstrated a VR200 NVL72 rack using Nvidia Vera Rubin at Computex, featuring a new coolant with 1,000 times higher electrical impedance. CEO Charles Liang said the formula reduces shutdown risk from minor leaks. The coolant will be used in all upcoming liquid-cooled systems.