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

EU reveals plans for undersea cable straight to Greenland — and could bypass the US entirely to connect up the world

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A Pan-Arctic cable that can route Europe–Asia traffic without touching the US is about data sovereignty and resilience, not just bandwidth. If you run latency-sensitive or regulated workloads across the Atlantic or to APAC, start modeling how alternative routes could change your routing, redundancy, and compliance posture over the next 5–10 years.

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.