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Deep & Emerging Tech·October 4, 2026·1 min read

China wants solid-state batteries in use by 2030, and CATL rates them four out of nine

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Beijing setting 2030 for large-scale solid-state use while CATL calls million-vehicle deployment before then 'very unlikely' is a gap between policy ambition and industrial readiness. Auto and storage operators should treat solid-state as an options bet — keep pilots and supplier relationships warm, but don't anchor 2030 product plans on it.

Deep & Emerging Tech

DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank's "third-party infrastructure arm" after SoftBank's ~$4B takeover closed

SoftBank effectively stapling a $4B data center platform onto its portfolio turns it into an end-to-end AI capital + infra shop—owning both the equity and the racks. If you’re negotiating large-scale AI workloads, expect SoftBank-backed companies to come with bundled infra options and potentially different pricing power than pure software peers.