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Deep & Emerging Tech·September 21, 2026·1 min read

Nearly $200 Billion Worth of Data Center Projects Have Been Blocked or Delayed This Year

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Local resistance is now a hard constraint on AI buildout, not a rounding error in the permitting timeline. If your AI roadmap assumes frictionless U.S. data center expansion, you need a parallel plan for siting, incentives, and potentially non-U.S. capacity.

Deep & Emerging Tech

Huawei Ascend 960 SuperPoD aims to surpass Nvidia AI hardware in China — 960E with over 4,000 NPUs and an upgraded UnifiedBus Interconnect aims for 10 trillion parameters

Ascend 960 SuperPoD is China’s bid to localize frontier-scale training—4,000+ NPUs and a UnifiedBus interconnect are about reducing dependence on export-constrained GPUs, not just chasing FLOPs. If you rely on China-based training or inference, start modeling a dual-stack world where Huawei-class clusters are the default onshore option.

Deep & Emerging Tech

A new lithium-ion battery breakthrough could lead to cells that deliver more power for longer — they might be useful for everything from EVs to gaming laptops to robots to drones

If graphitic carbon nitride additives translate from lab to production, higher-density, longer-life cells will expand the duty cycle envelope for mobile compute, robots, and drones. Worth monitoring for anyone whose AI roadmap is constrained by battery weight, thermal limits, or recharge downtime.