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Deep & Emerging Tech·October 26, 2026·1 min read

Africa-Asia Infrastructure Fund PIDG to Deploy $1 Billion Yearly

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Dedicated $1B-per-year infrastructure capital into Africa and Asia through 2030 means more bankable power, water, and transport projects for data centers and industrial AI buildouts to plug into. If you’re planning heavy compute or manufacturing in these regions, start mapping where PIDG money is flowing and align site selection to those corridors.

Deep & Emerging Tech

India's chip design startups near production with government support, but low volumes, high fab costs, and supply chain bottlenecks hinder commercialization

India’s chip design ecosystem is maturing on paper, but low volumes, high fab costs, and supply chain friction mean most startups still face a brutal path from tape-out to revenue. If you’re betting on Indian silicon for AI or edge deployments, treat it as a medium-term option and secure alternate supply from established fabs for the next 2–4 years.

Deep & Emerging Tech

High-frequency trading firms such as Jane Street are investing in AI and chip startups and neoclouds, and building data centers to gain an edge in the AI era

When HFT shops start building their own AI data centers and backing chip and neocloud vendors, they're treating compute and latency as proprietary alpha, not a utility. If you're a large buyer of AI infra, expect more competition for power, land, and specialized silicon—and start mapping where you need dedicated capacity versus commodity cloud.