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Deep & Emerging Tech·November 3, 2026·1 min read

AMD Earnings 'Met the Bar,' Wedbush's Bryson Says

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AMD clearing estimates on AI demand reinforces that the accelerator market is broadening beyond a single vendor. Infra buyers should be designing for a multi‑vendor GPU world now—on software stacks, procurement, and thermal/power envelopes.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.