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Deep & Emerging Tech·November 5, 2026·1 min read

AI Investment Bust Seen Less Likely With Data-Center Backlash

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Local backlash against data centers raises siting and permitting risk—but by capping overbuild, it may also prevent a classic boom-bust in AI infra. For operators, this means more competition for high-quality sites and power, and a stronger case for hybrid or regional diversification.

Deep & Emerging Tech

Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports

Roughly 600,000 H200s idling in Hong Kong because Beijing is slow-walking import approvals shows compute geopolitics now runs both directions—export controls and import throttling. If your China strategy assumes smooth access to frontier GPUs, downgrade timelines and model local alternatives or cross-border compute architectures.