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Deep & Emerging Tech·September 26, 2026·1 min read

PitchBook: VCs have invested $4B+ in quantum computing companies YTD, almost as much as in all of 2025, which nearly matched the previous four years combined

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A $4B+ YTD quantum funding spike—nearly matching 2025’s total, which itself equaled the prior four years combined—means quantum is moving from science project to capital stack reality. If you run workloads that break under post-quantum assumptions, start tracking which vendors have a credible quantum or post-quantum roadmap rather than waiting for a ‘mature’ market.

Deep & Emerging Tech

Broken promises, confiscated land: the hyperscale AI datacentre being built in a tiny Indian village

Hyperscale AI buildouts are colliding with land rights and local politics — Google’s reported $15B Andhra Pradesh project shows that community consent is now a real execution risk, not a CSR afterthought. If your AI roadmap assumes cheap, fast data center expansion, you need a parallel track for social license, compensation structures, and contingency sites.