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Deep & Emerging Tech·August 25, 2026·1 min read

China’s Renewable Energy Overhaul Spurs Push Into Power Trading

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Rooftop solar players like PCG Power launching power trading platforms shows that generation and trading are collapsing into a single stack. Any large energy consumer in China now has to treat software-mediated power markets as a core procurement competency, not a side bet.

Deep & Emerging Tech

Quintessent, a startup making optical interconnects for data centers, raised a $40M Series A led by Cycle Capital, following its $11.4M seed round in 2024

Optical interconnects pulling $40M at Series A is another data point that AI cluster bottlenecks are shifting from GPUs to rack‑to‑rack bandwidth and power. If you’re planning dense training clusters, start modeling network topology and optical options as a first‑order design variable, not an afterthought for your integrator.