Investors Bet on Zambia’s Hichilema, Brushing Off Poll Tensions
THE SO WHAT
Investors leaning into Zambia despite post-election tensions—on the back of a copper rally tied to AI infrastructure demand—shows how compute buildouts are reshaping resource geopolitics. If your supply chain touches copper or power gear, you need a view on African political risk, not just LME prices.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechFervo Signs Geothermal Power Deal With Google for 2028 Launch
Locking in up to 396 MW of geothermal for a single Utah data center is a bet that clean baseload, not just offsets, will underwrite AI-era compute. If you’re planning multi-year AI expansion, power source and contract structure now belong in your infra strategy, not just your ESG report.
Deep & Emerging TechChina Unlikely to Match ASML’s Top Tool in Next Decade, UBS Says
A projected 10-year gap on EUV keeps the highest-end logic nodes effectively gated by ASML and its export regimes. For anyone building on advanced silicon, geopolitical risk is now structurally asymmetric—China’s catch-up will likely be on volume and older nodes, not parity at the bleeding edge.
Deep & Emerging TechNordVPN's antivirus tool blocks 94% of phishing sites in latest independent test
A VPN vendor posting 94% phishing block with zero false positives in AV-Comparatives’ Q3 test shows security controls are converging into access tools. If you run endpoint or email security, expect users to bring these bundled protections anyway—update your threat model and overlap strategy.
Deep & Emerging TechDOT proposes streamlining land leases along roads, railroads for utility use
Turning roadside and rail-adjacent land into easier utility corridors is a quiet unlock for grid, fiber, and potentially data center interconnects. Infra planners should map these rights-of-way now—cheaper, faster permitting along existing transport lines can change where you site heavy loads.