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Deep & Emerging Tech·July 29, 2026·1 min read

Legrand Lifts Outlook as Clients Pour Billions Into Data Centers

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Legrand’s raised guidance on the back of data center spend shows AI capex is flowing into power, racks, and electrical gear — not just GPUs. If you’re planning capacity, secure your power distribution, cooling, and physical infra vendors early; those lead times are starting to look like chip lead times.

Deep & Emerging Tech

GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers

$300M of CHIPS Act money into GlobalFoundries silicon photonics—per [Reuters](https://www.reuters.com/world/china/us-award-globalfoundries-300-million-develop-faster-ai-chip-links-2026-07-29/)—is a bet that interconnect, not just GPUs, is the next AI data center choke point. If you’re planning multi-year AI infra, start asking vendors about photonics roadmaps and how they’ll change bandwidth, power, and topology assumptions.