0
Deep & Emerging Tech·November 5, 2026·1 min read

Google’s first Wyoming data centre will run on gas with carbon capture

Share

Google’s $17 billion Wyoming build—anchored by a 702 MW gas fuel-cell plant with carbon capture—shows AI hyperscalers are willing to own bespoke power plus decarb tech to keep scaling. If you’re a large AI consumer, expect future pricing and SLAs to bake in the cost and risk of these hybrid energy bets.

Deep & Emerging Tech

Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports

Roughly 600,000 H200s idling in Hong Kong because Beijing is slow-walking import approvals shows compute geopolitics now runs both directions—export controls and import throttling. If your China strategy assumes smooth access to frontier GPUs, downgrade timelines and model local alternatives or cross-border compute architectures.