0
Deep & Emerging Tech·November 4, 2026·1 min read

Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?

Share

Tying into Starlink Mobile is Qualcomm pushing harder into infrastructure and connectivity, not just handsets. For device and IoT builders, the question is whether satellite-native connectivity becomes a baseline feature — and which silicon vendors you want as long-term spectrum and orbital partners.

Deep & Emerging Tech

TeraWulf secures a credit backstop agreement with Google to support financing for its data center project with Anthropic in Kentucky, set to come online H2 2027

A Google-backed credit backstop for TeraWulf’s Kentucky data center with Anthropic — online H2 2027 — shows hyperscalers are now underwriting data-center financing, not just signing leases. If your AI plans depend on future capacity, start treating power and credit arrangements as first-class risks, not someone else’s problem.