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Deep & Emerging Tech·September 9, 2026·1 min read

Thailand pauses all data center projects as it looks to solve water and electricity issues and 'create the most benefit'

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A blanket pause on 166 data center projects in Thailand makes clear that power and water constraints can halt AI expansion overnight at the policy level. If you’re planning regional AI infra or latency-sensitive services in Southeast Asia, diversify geography and model Thailand-style moratoria into your risk scenarios.

Deep & Emerging Tech

Consensys plans to split into two companies: MetaMask, with Joe Lubin as CEO, and a new Consensys focused on Ethereum and institutional infrastructure

Splitting MetaMask from the institutional Ethereum infra business is a clean bet that consumer wallets and B2B rails have different risk, regulatory, and monetization profiles. If you’re building on this stack, expect more focused roadmaps and potentially separate partnership motions for retail vs institutional use cases.