SoftBank earnings exceed expectations, even without an OpenAI boost. This U.S. chip company saved the day.
THE SO WHAT
SoftBank beating earnings on the back of an Intel stake underscores how AI upside is diffusing into the broader chip stack, not just the headline accelerators. For operators, that means supply risk and pricing power can surface in less obvious components of your hardware bill of materials.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechPublic Wi-Fi just got riskier. Follow these 4 security tips
The fact that attackers are now hijacking hotel captive portals should reset how you treat any unauthenticated network—assume the first page you see can be hostile. If your workforce travels, enforce VPN-by-default on public Wi-Fi and strip sensitive workflows from browser-only access where you can.
Deep & Emerging TechNvidia Calls on Wall Street to Finance AI Chip Boom
When a chipmaker is enlisting Wall Street to help customers finance GPUs, AI hardware is crossing from opex cloud spend into structured capex territory. If you're planning large model deployments, expect vendor-tied financing offers—and make sure they don’t quietly lock you into a single hardware roadmap.
Deep & Emerging TechSatellite operators are in panic mode due to a worsening launch crisis
A launch crunch that has operators asking 'what if Falcon rockets stop flying' exposes how concentrated the access-to-orbit supply chain really is. If your business depends on new birds going up on schedule—comms, EO, IoT—treat launch risk like a core vendor dependency and diversify providers where possible.
Deep & Emerging TechSources: Meta and BlackRock's $14B El Paso data center project is not insured against total loss, exposing lenders to credit risks and big potential liabilities
A $14B, gigawatt-scale data center reportedly lacking total-loss insurance shows how AI-era infrastructure is outrunning traditional risk markets. If you’re financing or building hyperscale campuses, you now have to underwrite more of the tail risk yourself—bake that into capital structure, covenants, and partner selection.