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

Intel and AMD could be about to work together on a mystery project — CEO Lip-Bu Tan hints at future co-operation, which could be anything from software to CPU to foundry work

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If Intel and AMD collaborate on customized processors and manufacturing, the x86 duopoly becomes a more coordinated counterweight to hyperscaler and ARM-centric designs. System builders should be ready for more bespoke CPU and packaging options—and a more complex vendor negotiation landscape.

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.