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

Chip shortage disrupts Fiat production in Italy and may last to December

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A single missing ECU component is enough to stall Fiat production, underscoring how fragile automotive electronics supply chains remain. If your product depends on specialized chips, treat second-sourcing and inventory buffers as core strategy, not margin-diluting insurance.

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.