ServiceNow Buys Armis for $7.75B to Boost AI Security
ServiceNow acquires cybersecurity startup Armis for $7.75 billion to strengthen AI security as companies face growing cyber threats from AI adoption.
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Google Buys Intersect Power for $4.75B to Fuel AI Data Centers
Alphabet/Google acquires clean energy developer Intersect Power for $4.75 billion to secure power supply for expanding AI data centers amid surging electricity demand.
Adeia and Disney Strike Major Licensing Deal
Adeia announces long-term IP licensing agreement with Disney, resolving litigation and boosting 2025 revenue guidance to $425-435 million.
Nvidia Plans to Ship Powerful AI Chips to China Before Lunar New Year
Nvidia plans to ship "thousands" of H200 AI chips to China before mid-February, pending government approval, marking a major shift in U.S. chip policy.
Citi Turns Bullish on Marvell Ahead of CES
Citi sees Marvell’s post-earnings dip as a buying chance, driven by AI data centers and strong growth outlook for 2026–2027.
Clearwater Analytics to Go Private in $8.4 Billion Sale
Clearwater Analytics selling to Permira & Warburg Pincus for $8.4B. Shareholders get $24.55/share. Going private to focus on AI.