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Deep & Emerging Tech·July 15, 2026·1 min read

NASA selects 41 space technologies for future Moon and Mars exploration

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NASA seeding 41 commercial tech projects for Moon and Mars is less about flags and more about de-risking a dual-use supply chain for power, dust mitigation, and off-world infrastructure. If you build in energy, materials, or autonomy, assume your future competitors and partners will be validated by space contracts first, then move down-market to Earth.

Deep & Emerging Tech

ASML says Intel has decided to use ASML's next-gen High NA EUV machines to make some of its flagship Panther Lake laptop chips; a High NA machine costs ~$400M

Intel committing Panther Lake to ~$400M High NA EUV tools is a bet that leading-edge PC performance will still justify bleeding-edge capex. If you depend on x86 roadmaps for AI or graphics, assume more aggressive node transitions ahead—and plan for tighter coupling between your software performance targets and specific process technologies.

Deep & Emerging Tech

A profile of PsiQuantum, which raised $1B in 2025, is building a quantum computer with photonic chips made by GlobalFoundries and is closely monitored by DARPA

PsiQuantum’s photonic approach—backed by $1B, GlobalFoundries, and DARPA oversight—pushes quantum closer to an industrial manufacturing problem than a lab curiosity. If you’re in HPC, security, or materials, start a low-intensity track now to inventory which workloads or cryptography assumptions break first if photonic quantum scales in the 5–10 year window.

Deep & Emerging Tech

Monitoring Analytics: PJM's recent electricity auction is expected to add $6.3B to customers' bills in 13 states and DC through 2029 due to data center demands

A single PJM capacity auction adding $6.3B to bills across 13 states and DC because of data center demand makes AI compute a political line item, not just a cloud bill. If your footprint touches PJM, assume rising scrutiny on siting, efficiency, and demand response when you negotiate power and community approvals.