Download PDF Introduction Europe is recalibrating its industrial strategy for an era of geopolitical rifts and economic rivalry. After decades of prioritizing open markets and strict competition policy, EU leaders are now increasingly willing to foster “European champions” in critical sectors to secure the continent’s strategic autonomy. Supply chain shocks Read more…
Download PDF Introduction Last year, we discussed how surging demand for data storage and processing – driven by streaming, e-commerce, and AI—propelled record investments in server infrastructure worldwide. There existed a large FOMO surrounding Data Centres and AI. Currently, with increasing investor pressure amid large Capex requirements and slow materialisation Read more…
Download PDF Introduction Generative AI has gone mainstream at a blistering pace worldwide. OpenAI’s ChatGPT, launched in late 2022, reached 100m users in just two months and was valued at around $29bn by January 2023. Now, on the verge of finalizing a new funding round, its valuation is expected to Read more…
Download PDF Introduction With so much information to store, almost every one of us currently uses the “invisible” space of the cloud. But it’s not that invisible. There is a physical place where all this data is processed, called a data center. When you buy space in iCloud, for example, Read more…
Download PDF Background The launch of OpenAI’s ChatGPT has brought the semiconductor industry under the spotlight, resulting in a year of particularly high hype from investors, with constant stock spikes and new technological standards. With generative AI software gaining popularity over the past year, chipmakers’ performance has begun to catch Read more…
Download PDF Introduction With the AI trend currently dominating markets highlighted by NVIDIA’s earnings announcement this week, Palantir has gained a fresh breath of momentum over the last year. It has yet to reach its all-time high which was during the meme-stock frenzy in January of 2021 fuelled by redditors, Read more…
Download PDF Introduction In 2023, the global economy has exceeded expectations, with projected global GDP growth set to beat consensus forecasts from a year ago. Core inflation has seen a significant drop, plummeting from 6% in 2022 to 3% across economies recovering from the post-COVID price surges. Notably, the US Read more…
Download PDF Introduction Investment in defence tech start-up companies has surged over the past years as geopolitical tensions across the globe keep escalating. US venture capital firms raised their investments in defence start-ups from less than $16bn in 2019 to $33bn in 2022. The first five months of 2023 alone Read more…
Download PDF Microsoft (NASDAQ: MSFT) Market Cap as of 23rd April 2021 $1.96tn Nuance (NASDAQ: NUAN) Market Cap as of 23rd April 2021 $15.16bn Introduction On April 11, 2021, Microsoft Corporation entered into a definitive settlement to acquire Nuance Communications in exchange for all-cash consideration of $19.7bn, representing the second-largest Read more…
Fiat Chrysler Automobiles NV (BIT:FCA) – market cap as of 10/31/2019: €30.28bn Peugeot SA (EPA:UG) – market cap as of 10/31/2019: €26.22bn Introduction On the 31st of October 2019, France’s Groupe PSA and Fiat Chrysler Automobiles entered into an agreement to merge into the world’s 4th largest original equipment manufacturer Read more…