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Deep & Emerging Tech·October 7, 2026·1 min read

US Agrees to Loan for Chipmaker That Went Bankrupt Last Year

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A conditional $1.5 billion Defense Department loan to a previously bankrupt Wolfspeed underscores how strategic materials and chips are now treated as defense infrastructure, not just commercial supply. Hardware-dependent AI and power-electronics roadmaps should factor in that government support can keep key vendors alive—and politically constrained.

Deep & Emerging Tech

Moving beyond chips and screens: Samsung joins Nvidia and KKR in a massive $1 billion data center infrastructure deal

Samsung tying $1 billion into KKR’s Helix alongside Nvidia is a bet that the margin and control move is in vertically integrated AI infra—chips, cooling, construction, and storage as one package, not point parts. If you’re planning large-scale AI workloads, start treating power, thermal, and build partners as strategic vendors on par with your cloud provider.