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Deep & Emerging Tech·September 25, 2026·1 min read

Thieves Stole ‘Nvidia’ Trailers. They Got 20 Tons of Sand

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The fact that criminals are targeting trailers they think hold Nvidia hardware tells you how financialized GPU supply has become. If you're moving high-value compute or components, revisit your physical security and insurance assumptions—this is now closer to bullion logistics than standard IT freight.

Deep & Emerging Tech

Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs?

Alibaba targeting >20 GW of capacity and 500,000-card V900 clusters shows China is building a parallel AI compute universe around domestic silicon. If you operate globally, plan for a bifurcated infra world—Nvidia-first in some markets, local accelerators plus custom software stacks in others.