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

Ferrari’s controversial Luce EV is sold out for 2027

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Ferrari’s Luce EV being fully allocated through 2027 shows that even ultra-high-end buyers will commit to electric when the brand and product story land. For OEMs, the constraint at the top of the market is no longer demand — it’s allocation, supply chain, and how fast you can stand up differentiated EV platforms.

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.