THE WEEKLY ROUNDUP
INTELLIGENCE FOR CONSTRUCTION LEADERS
FERC Tackles Power, Quantum Gets a Push, Micron Smashes Records
The Federal Energy Regulatory Commission orders grid operators to fix data center interconnection rules, Trump signs executive orders to accelerate US quantum computing, and Micron's blowout earnings confirm the AI memory crunch runs past 2027. Plus: a new sales playbook for skeptical buyers, healthcare M&A's accelerating pace, and the UK economy's second monthly contraction.
TOP HEADLINES
FERC puts grid operators on notice over data center power
The Federal Energy Regulatory Commission (FERC) told major grid operators last week that their rules for connecting data centers to the transmission grid look inadequate, directing PJM, CAISO, MISO, NYISO, ISO New England and SPP to develop region-specific interconnection frameworks. For builders, power access is now the real schedule risk. Source: Construction Dive
Trump signs executive orders to fast-track quantum computing
President Trump signed two executive orders Monday aimed at accelerating US quantum computing, one launching a national push to build a scientifically useful quantum computer within five years, the other directing federal agencies to migrate to quantum-resistant cryptography. Officials framed it as critical for economic growth and national security. Source: ABC News
Micron's earnings confirm the AI memory crunch has years left
Micron's fiscal third quarter landed Tuesday with revenue up 346% year over year to $41.46bn and a record 84.9% gross margin, beating Wall Street by double digits. Management says tight HBM supply persists past 2027 as AI training and inference demand keeps outrunning capacity, a signal that the AI buildout still has real legs. Source: TradingKey
BEST MOMENT THIS WEEK
This week, Trimble CEO Rob Painter pushed back on the industry's favorite assumption, that the right tool is what finally fixes construction.
"AI itself is not going to fix everything. In fact, increasingly, I don't see this as a technology problem. I see it as a human problem."
His point for leaders: the unlock isn't buying more AI, it's rethinking how teams and organizations work around it. The software is the easy part.
3 READS AND WATCHES
A new sales playbook for skeptical buyers: HBR's new SPRINT framework, drawn from 250+ founder interviews, helps technology founders build credibility fast, narrow focus, and prove outcomes in skeptical, AI-saturated buyer markets. HBR
Healthcare M&A is having a moment: PwC's midyear outlook shows healthcare M&A accelerating, with biopharma deal value already topping $65bn in Q1 and medtech deals reaching $36.5bn in H1. MobiHealthNews
The UK economy just contracted again: The UK economy shrank for a second straight month in June, per S&P Global's flash PMI, with services leading the decline and job cuts accelerating. S&P Global
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