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Deep & Emerging Tech·October 5, 2026·1 min read

Qualcomm Licenses Patents on Huawei’s LogicFolding Chip Tech

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Qualcomm licensing Huawei’s LogicFolding technique shows that novel chipmaking IP can cross geopolitical lines when performance and density are at stake. Chip and device OEMs should assume a more entangled global IP landscape even as manufacturing remains politically constrained.

Deep & Emerging Tech

‘A meaningful risk’: Oracle’s massive 1.3 GW Wisconsin AI campus faces severe power delays as grid review restarts — pushing customer delivery past 2027

A 1.3 GW AI campus slipping past 2027 because regulators restarted grid review is a reminder that power, permitting, and transmission are now the gating factors for large AI deployments. If your roadmap assumes hyperscaler capacity, start mapping grid and interconnect risk by region—not just GPU availability.