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Deep & Emerging Tech·November 3, 2026·1 min read

EQT Buys Speedcast’s Ground Stations Unit for $300 Million

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Private equity buying ground station assets at $300M is a bet that satellite downlink and teleport capacity are becoming critical infrastructure for both governments and enterprises. If your operations depend on resilient connectivity, start treating space-ground integration as a procurement category, not a niche service.

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.