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Deep & Emerging Tech·October 29, 2026·1 min read

As it happened: spacewalkers install new solar array

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Incremental ISS solar upgrades are a quiet reminder that high-availability compute — including for AI — ultimately sits on top of power infrastructure. If your roadmap assumes always-on cloud, it’s worth mapping how dependent you are on a small number of orbital and terrestrial power chokepoints.

Deep & Emerging Tech

Sandisk reports Q1 revenue up 378% YoY to $11B, vs. $10.7B est., forecasts Q2 revenue above est., announces an 8-for-1 stock split; SNDK drops 4%+ after hours

Sandisk nearly quintupling revenue to $11 billion yet trading down after hours shows how high the bar is for anything tied to AI and memory. If your thesis depends on “AI demand will lift all boats,” remember that markets are already pricing in explosive growth — surprises now have to be on durability and margins, not just top-line.