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Deep & Emerging Tech·October 4, 2026·1 min read

Generate $6 trillion in annual revenue or face a major collapse — AI data center costs are doubling every 12 months

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When regulators yank a 'completeness' finding after 564 changes to a power application, the constraint on AI buildout is clearly grid and permitting, not GPUs. If your roadmap assumes cheap, continuous AI capacity, you need a parallel plan for power delays, local inference, and workload triage.

Deep & Emerging Tech

DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank's "third-party infrastructure arm" after SoftBank's ~$4B takeover closed

SoftBank effectively stapling a $4B data center platform onto its portfolio turns it into an end-to-end AI capital + infra shop—owning both the equity and the racks. If you’re negotiating large-scale AI workloads, expect SoftBank-backed companies to come with bundled infra options and potentially different pricing power than pure software peers.