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Deep & Emerging Tech·July 23, 2026·1 min read

AI, Climate Change Are Creating a Perfect Storm for US Power Grids

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AI-driven load growth stacked on climate volatility turns the grid into a first-order dependency, not background infrastructure. If your roadmap assumes always-on cloud, start mapping workloads that can tolerate interruption or relocation — resilience planning just moved up the agenda.

Deep & Emerging Tech

Texas Instruments reports Q2 revenue up 23% YoY to $5.46B, above $5.26B est., net income up 53% to $1.98B, and forecasts $5.65B-$6.15B in Q3 revenue, above est.

TI’s 23% revenue and 53% profit jump shows that “boring” analog and embedded chips are riding the same wave as headline AI silicon — industrial and automotive demand is real. Hardware buyers should expect continued tightness and prioritize long-term supply agreements over spot purchases for critical components.