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Deep & Emerging Tech·August 6, 2026·1 min read

These Are the Only AI Chips Anyone Should Care About

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The narrative that only a handful of AI chips matter oversimplifies a stack that’s rapidly segmenting by workload, latency, and power constraints. Smart operators will benchmark across multiple accelerators and CPUs rather than anchoring on a single vendor or hype cycle.

Deep & Emerging Tech

Sources: 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.