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Deep & Emerging Tech·November 3, 2026·1 min read

Super Micro's Outlook Looks Strong, Wedbush's Bryson Says

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The open question analysts are flagging on Super Micro—does AI server spend persist at this pace—should be your planning question too. Don’t lock in multi‑year capacity or vendor dependencies without a clear view of how your AI workload mix could change over 12–24 months.

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.