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Deep & Emerging Tech·September 24, 2026·1 min read

BlackRock, IFM Close In on $25 Billion Stack Data Center Deal

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A $25B move on APAC data centers is a bet that AI-era compute demand is durable infrastructure, not a cycle. If you’re planning large-scale deployments in the region, assume hyperscale capacity will consolidate under infra funds—negotiate long-term power and location terms now, not after prices reset.

Deep & Emerging Tech

Analysis: total net profit at ~190 chipmakers listed in mainland China rose 620% YoY in H1 2026, driven by the AI boom and China's self-sufficiency campaign

A 620% YoY profit surge across ~190 Chinese chipmakers shows how fast domestic capacity can scale when AI demand and industrial policy align. If your hardware roadmap assumes persistent Western leverage on advanced semis, revisit that assumption—supply, pricing, and competitive dynamics may look very different by 2027–2028.

Deep & Emerging Tech

Israeli foundry Tower Semiconductor says it will set up its largest production hub for optical communications chips in Japan as part of a planned $4B investment

A $4B move to make Japan the main hub for Tower’s optical comms chips deepens the Japan–Israel–US-aligned semiconductor corridor. If your systems depend on high-speed interconnects, this is a capacity and resilience boost in a relatively stable jurisdiction—factor it into long-term supplier diversification.