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Deep & Emerging Tech·August 6, 2026·1 min read

Google’s $15bn India data centre is running into water and wildlife

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A $15B data center in Visakhapatnam facing pushback over water use and wildlife shows that AI-scale infrastructure is now constrained by local ecology and politics, not just land and power. If you depend on hyperscale capacity, start asking vendors about water sourcing, environmental approvals, and community risk — not just region and SLA.

Deep & Emerging Tech

Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio

Nvidia moving up the stack into a $3B stake in SB Energy — builder of OpenAI’s Ohio campus — shows that control of powered land and data center development is becoming as strategic as control of GPUs. If you’re planning large-scale AI workloads, you now have to underwrite your counterparties’ power, land, and financing risk, not just their cloud SKU roadmap.

Deep & Emerging Tech

‘The Qualcomm chipset offers very good performance for still image processing, but for video, it’s not good enough’: Honor explains why it created a dedicated imaging chipset for its gimbal-equipped Robot Phone

Honor bolting a custom imaging chip next to Snapdragon 8 Elite Gen 5 is another data point that generic SoCs are hitting limits for real-time video and on-device vision. If your product depends on differentiated camera or AR behavior, start modeling the cost and supply risk of going semi-custom instead of assuming the base mobile silicon will catch up.