July 17, 2026
Friday Roundup
This week’s biggest stories, in one read
This week, the pressure to adapt to AI reached companies at every level of the tech industry: Microsoft reshuffled its security leadership, Google intensified its challenge to Nvidia’s chip dominance and a growing number of enterprise software startups confronted the possibility that their best path forward may be a sale.
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Key highlights:
- More than 160 enterprise software startups could be pushed toward a sale.
- Microsoft’s new security chief has replaced several senior executives.
- Google is pitching its TPU chips to cloud providers closely tied to Nvidia.
Tech & AI
AI’s chips, agents and overhauls
Exclusive
Microsoft’s New Security Chief Replaces Top Execs to Force an AI Overhaul
By Aaron Holmes and Kevin McLaughlin
AI Infrastructure
Exclusive: Behind Google’s TPU Ground War to Lure Nvidia’s Most Loyal Customers
By Amir Efrati, Catherine Perloff and Phoebe Liu
Finance
M&A, funding and valuations
Exclusive
Nuclear Startup Valar Atomics in Talks for $6 Billion Valuation After Power Milestone
By Julia Hornstein and Jemima McEvoy
Exclusive
ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance
By Qianer Liu
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160 Enterprise Software Startups That Could Be for Sale This Year
Buyers are especially interested in companies reinventing themselves around AI and software that helps businesses manage data for customized models.
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AI Infrastructure
By Anissa Gardizy and Ann Davis Vaughan
Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
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