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Deep & Emerging Tech·November 2, 2026·1 min read

British physicist and materials scientist Cyril Hilsum, widely recognized as "the father of liquid crystals" for enabling flat-panel display tech, died at 101

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The passing of Cyril Hilsum is a reminder that today’s “invisible” infrastructure—like LCDs once were—often comes from decades-long bets in materials science. For operators, it’s a quiet nudge to keep a small but persistent allocation for deep tech that won’t pay off on a 3-year roadmap but can underwrite entire product categories later.

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.