Good morning. President Trump’s State of The Union speech set a new record for length on Tuesday night, but tech and AI featured surprisingly little in the nearly two-hour-long address. Save for a shoutout to “Trump Accounts” donor Michael Dell (“he sold a lot of computers, a lot of those laptops”), tech only came up once when Trump unveiled a new “ratepayer protection pledge” that he said he’d negotiated in order to mitigate the effect that AI data centers will have on consumer electricity bills.
“We’re telling the major tech companies that they have the obligation to provide for their own power needs. They can build their own power plants as part of their factory. So that no one’s prices will go up and in many cases prices will go down,” Trump said. What that might look like in practice remains to be seen, but it will be worth following in the weeks and months to come.
Today’s tech news below.
Alexei Oreskovic@lexnfxalexei.oreskovic@fortune.com
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