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Deep & Emerging Tech·July 28, 2026·1 min read

Crypto Rewiring Financial Infrastructure

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If crypto is treated as trusted financial middleware — not just an asset class — the competitive frontier shifts to who controls issuance, compliance, and UX on top of those rails. Banks and fintechs should be running serious “crypto-native product” experiments now, not waiting for standards to be fully settled.

Deep & Emerging Tech

GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers

$300M of CHIPS Act money into GlobalFoundries silicon photonics—per [Reuters](https://www.reuters.com/world/china/us-award-globalfoundries-300-million-develop-faster-ai-chip-links-2026-07-29/)—is a bet that interconnect, not just GPUs, is the next AI data center choke point. If you’re planning multi-year AI infra, start asking vendors about photonics roadmaps and how they’ll change bandwidth, power, and topology assumptions.