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Deep & Emerging Tech·November 4, 2026·1 min read

Unraveling the Pentagon’s quantum problem

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A five-year clock on Executive Order 14412 means post-quantum migration is now a program, not a whitepaper, for defense and adjacent contractors. If you touch federal data or infra, start inventorying crypto dependencies before the mandate hits your contract language.

Deep & Emerging Tech

Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years

Targeting ~13 GW of capacity in 1.5 years is less about one company and more about data centers becoming a heavy-industry game — power, land, and vertically integrated build-out. If you rely on third-party cloud, assume your future bargaining power depends on how many of these vertically integrated players actually deliver.