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Deep & Emerging Tech·September 7, 2026·1 min read

Australia’s AI Boom Risks Demand Surge and Higher Rates, BE Says

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If Australia’s data center build-out forces the RBA into structurally higher rates, AI infra becomes a macro policy variable, not just a tech story. Operators planning APAC capacity should price in tighter money and potential local pushback on power and land use.

Deep & Emerging Tech

How Inspur, a blacklisted China-owned company, is bypassing US export restrictions on advanced AI chips via a network of new subsidiaries and partners

Chip export controls are colliding with a highly adaptable gray-market channel — if Inspur can route advanced AI silicon through subsidiaries and partners, compliance risk shifts from OEMs to every intermediary in the stack. Multinationals building or buying AI infra in or near China need a much deeper vendor-of-vendor audit or they risk being pulled into sanctions exposure.