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Deep & Emerging Tech·August 7, 2026·1 min read

A profile of DDN, a managed data storage company whose annual revenue is expected to grow from $300M pre-AI boom to $1B by year's end, fueled by AI partnerships

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A 28-year-old storage vendor tripling revenue from $300M to $1B on AI demand is a reminder that the real money right now is in data plumbing, not just models. If your AI roadmap doesn’t have a parallel storage and data-movement plan, you’re underestimating both cost and lead time.

Deep & Emerging Tech

China declares it is now the leading global chipmaking power — mainly because it just changed the definition of what a semiconductor is

China broadening its 25-year-old chip law to include photonic and quantum designs is a framing move—Beijing is staking a claim to 'leadership' in next-wave compute even while it plays catch-up on advanced CMOS. For operators, this is a regulatory tell: expect more policy, subsidy, and export-control friction around non-electronic compute paths that used to sit outside the semiconductor fight.