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Deep & Emerging Tech·October 14, 2026·1 min read

UK Warns Carbon Capture Industry That Subsidy Cuts Are Coming

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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.

Deep & Emerging Tech

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.