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

Norfolk Southern, Schneider National team to scale East Coast intermodal reach

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Norfolk Southern and Schneider teaming up on East Coast intermodal is another move to stitch rail and truck into a more seamless network as freight patterns shift. If you run logistics-heavy operations, revisit your intermodal mix and routing assumptions—capacity and service levels on the East Coast may look very different by the time these integrations land.

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.