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Deep & Emerging Tech·September 29, 2026·1 min read

Terra Quantum and Empa Develop AI Model for Laser Welding Prediction

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AI surrogate models like LP-FNO for 3D laser welding are compressing what used to be slow, expert-heavy simulation into something you can run in the loop of a production line. If you run capital-intensive manufacturing, the bar is moving from ‘we simulate before we build’ to ‘we simulate every parameter change in real time.’

Deep & Emerging Tech

Sources: Nvidia is in early-stage talks with insurance companies to structure risk-mitigation products to protect lenders against loan defaults by neoclouds

If Nvidia is working with insurers to de-risk lender exposure to neocloud defaults, AI infra finance is maturing into its own asset class—with bespoke credit wrappers. For operators building or relying on neoclouds, your cost of capital and contract terms are about to be shaped as much by insurance structures as by chip pricing.