UK Warns Carbon Capture Industry That Subsidy Cuts Are Coming
THE SO WHAT
The UK signaling subsidy cuts for the next phase of carbon capture is a reminder that policy tailwinds can reverse on quarterly budget cycles. If your decarbonization or offtake plans lean on CCUS in the UK, re-run project IRRs under reduced support and stress-test timelines before committing new capex.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechMicron wins praise from Elon Musk for not being too greedy
Public praise from a mega-buyer like Musk is a reminder that chip pricing is now a strategic relationship game, not just spot-market dynamics. If your roadmap depends on memory or accelerators, cultivate direct lines with suppliers instead of assuming list prices are fixed.
Deep & Emerging TechIA: Meta, Amazon, Microsoft y Google gastarían unos US$750.000 millones
An estimated $750B AI data center bill for the hyperscalers reframes this as an energy-and-concrete story as much as a software one. If you’re not a hyperscaler, assume capacity, power, and land constraints will shape your AI plans as much as model choice and budget.
Deep & Emerging TechAmerica has passed 80,000 public fast-charging ports for the first time
Crossing 80,000 US fast chargers — still far behind the EU’s 212,000+ — shows infrastructure is growing but uneven and slowing. If you operate fleets or EV-dependent services, plan around regional charging gaps rather than assuming national coverage will be there on your deployment timeline.
Salience Labs, which develops specialized all-optical circuit switching tech for AI data centers, raised a $125M Series B led by Bullhound Capital
$125M into all-optical circuit switching for AI data centers is another data point that interconnect — not just GPUs — is becoming a capital-intensive bottleneck. If you’re planning large clusters, start modeling network topology and switching tech as a first-order performance and cost lever, not an afterthought behind accelerators.