Trump rolls out a new wave of tariffs. Here are the latest rates.
THE SO WHAT
Another tariff wave is a direct tax on cross-border hardware, components, and data center gear. If your AI or robotics roadmap depends on imported silicon or specialized parts, you should be modeling tariff scenarios into your COGS and lead times this quarter.
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MORE FROM THE WIRE
Tech & InnovationQuote of the day by former Intel CEO Andy Grove: 'Success breeds complacency' — accidental foreshadowing of his company's own decline
The Grove quote is a reminder that process and paranoia, not brand or scale, determine who survives node and architecture transitions. If your AI or infra business is winning right now, the practical move is to institutionalize adversarial reviews and kill-switches on sacred products before the market does it for you.
Tech & InnovationSAP reports Q2 cloud revenue up 22% YoY to €6.28B, vs. €6.26B est., total revenue up 9.4% to €9.88B, and lowers its 2026 non-IFRS operating profit guidance
SAP growing cloud revenue 22% YoY to €6.28 billion while cutting 2026 profit guidance underlines the margin pressure of replatforming legacy suites and layering in AI. Large vendors are effectively subsidizing the transition — as a customer, this is the window to negotiate AI entitlements and migration support before pricing power resets.
Tech & InnovationThe Pentagon signs an up-to-10-year contract with Oracle worth up to $7B to consolidate department's on-premises software licenses into a single contract
A 10-year, $7 billion Oracle deal to consolidate on-prem licenses shows large agencies are still standardizing legacy estates even as they experiment with AI. If you sell into government, align your roadmap with these consolidation waves — attach AI and analytics to the systems that are being rationalized, not just net-new cloud.
Tech & InnovationCutting through the noise — researchers may have cracked a key issue with developing next-gen 6G networks
If reconfigurable intelligent surfaces really tame 6G interference, the constraint on ultra-dense, high-bandwidth networks shifts from physics to deployment economics. For operators, it’s a prompt to start mapping where RIS-capable infrastructure would unlock new AI and robotics workloads that 5G can’t carry cleanly.