DataBank’s Incoming CEO on AI Buildout, Nvidia Earnings
THE SO WHAT
A 70+ data center operator publicly framing power availability as the constraint tells you where the bottleneck has moved—chips are only useful if you can light them. If AI is material to your roadmap, you should be mapping your workloads to specific metros and power commitments, not just cloud SKUs.
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MORE FROM THE WIRE
Deep & Emerging TechNvidia Steps Back Into China Market With First H200 Chip Sales
Nvidia trickling H200s into China under export caps reinforces a bifurcated compute world—Western hyperscalers get the bleeding edge at scale, Chinese buyers get constrained volume and performance. If your supply chain or customer base touches China, assume uneven model capability and latency across regions and architect for asymmetric deployments.
Deep & Emerging TechNvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours
Nvidia guiding to ~$108B in Q3 and ~70% growth through FY 2028 says hyperscaler and AI infra capex is not slowing—your GPU scarcity assumptions may be wrong on both price and availability. For builders, this buys a bit more confidence to plan multi-year GPU-dependent roadmaps, but also raises the bar on showing real ROI against a very visible cost line.
Deep & Emerging TechQuote of the day by PsiQuantum CEO Jeremy O’Brien: 'If you think the goal is to get to the top of the Empire State Building, you build longer ladders' — a challenge to incremental hardware progress in quantum computing
PsiQuantum’s Empire State Building analogy is a shot at incrementalism—arguing today’s quantum hardware roadmaps may never reach commercially useful scale. For CTOs with “quantum-ready” projects on the slide, this is a reminder to separate marketing hedges from real timelines and keep most of your optimization work on classical and AI rails for now.
Deep & Emerging TechSenator launches investigation into Flocks surveillance
A US senator probing Flock’s surveillance tech is another sign that automated license-plate and neighborhood-scale monitoring are moving from local procurement to national scrutiny. If your product touches physical tracking or persistent sensing, assume federal attention is coming and get ahead on transparency, retention limits, and auditability.