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Deep & Emerging Tech·November 2, 2026·1 min read

Nobel Laureate John Martinis to Deliver Quantum Computing Lecture at UWA

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Quantum is still mostly in the ideas-and-roadmaps phase for operators. Worth monitoring for cryptography and simulation roadmaps, but no near-term operating model changes from a public lecture alone.

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.