Category: Innovation

AI_factories, Infrastructure, InnovationLeave a comment

Nebius publishes 2025 Sustainability Report, outlining blueprint for scaling responsibly

Colin Henderson

Share AMSTERDAM–(BUSINESS WIRE)–Nebius (Nasdaq: NBIS), the AI cloud company, today published its 2025 Sustainability Report, setting out a year of environmental performance data across its expanding global footprint and detailing its investment in the communities where it operates. As Nebius scales its AI cloud toward multiple gigawatts of compute capacity, its total energy and water requirements continue to grow. The company’s response starts with engineering: designing servers, racks, cooling systems and cloud software as one system so that each unit of energy delivers more useful compute. Across its portfolio in 2025, Nebius achieved an average PUE of 1.25, compared with … Continue reading Nebius publishes 2025 Sustainability Report, outlining blueprint for scaling responsibly

AI, AI_regulation, Canada, EU, Europe, Frontier_AI, Innovation, US

AI sovereignty at G7: Europe’s structural complaint goes formal

Colin Henderson

AI sovereignty at G7: Europe’s structural complaint goes formal European leaders arrived at Évian with a specific grievance: US AI export controls — including the Mythos export restrictions — have exposed European dependence on American cloud, chip, and AI infrastructure. Cohere CEO Aidan Gomez (who acquired Aleph Alpha) framed the session goal as expanding sovereign AI ecosystem partnerships to all G7 nations. The EU AI Act high-risk compliance deadline of 2 August 2026 is six weeks away. New today: CNBC reports that Mythos and GPT-5.5 Cyber export controls have “changed everything” in the transatlantic AI relationship; the G7 AI session … Continue reading AI sovereignty at G7: Europe’s structural complaint goes formal

Development, Economy, Innovation

New Data: China, India & CEE buck investment trends, Venture capital soars, US capital left on the sidelines

Colin Henderson

Latest Data & Analysis Report by the Global Private Capital Association. The Q1 Report features in-depth private capital data and key trends across global markets. N.B. GPCA represents private capital investors managing >US$2 trillion in assets across the Middle East, Asia, LatAm, Africa, and C&E Europe. Highlights Interview opportunity / embargo Would you like an interview – on the data and its leading themes – with GPCA’s Head of Research? Best, Victoria Quotations attributable to Cate Ambrose, CEO of GPCA, on the Q1 report “A standout metric in Q1 private capital investment was the pop in Venture Capital – recording its strongest quarter for over … Continue reading New Data: China, India & CEE buck investment trends, Venture capital soars, US capital left on the sidelines

AI, aml, Cybersecurity, Development, Innovation, Regulations

New tensions for Banks from regulators on both sides of Atlantic with deadlines

Colin Henderson

US Treasury released AI Based plan to regulate financial services core funtions Artificial intelligence is increasingly embedded in core financial services functions – from fraud detection and cybersecurity to credit underwriting and operational risk management. As adoption accelerates, regulators and institutions must ensure that governance, supervisory approaches, and market practices evolve alongside technological capability. This will undoubtedly create tension within Banks to meet the requirements. I must add my own view the Treasury deployment is moving at such speed I doubt it can meet its own deadline as well as incorporate all their own objectives. There is a parallel and … Continue reading New tensions for Banks from regulators on both sides of Atlantic with deadlines

banking, Canada, Diplomacy, Innovation, Military, NATO

Canada in the running to headquarter new multinational defence bank

Colin Henderson

Canada in the running to headquarter new multinational defence bank PIPPA NORMANPublished November 13 2025, 4:15AM Banks like this don’t come around too often. Most recently, the New Development Bank and Asian Infrastructure Bank were established in 2015 and 2016, respectively. Similar institutions such as the World Bank Group are set up to mobilize capital to address issues affecting multiple countries. In the case of the DSRB, that issue is an increasingly divided world in which countries all over the world are increasing their defence spending.A handful of institutions, including Royal Bank of Canada, JPMorgan Chase & Co., ING Group … Continue reading Canada in the running to headquarter new multinational defence bank

AI, Business Models, Innovation, productivity

Blackrock Investment themes 2025

Colin Henderson

In listening to Blackrock Jay Jacobs Head of ETF he mentioned the investment themes Blackrock has identified in the context of re-industrialisation of the economy. See below for detail, but the core three are: Mega Force Description & Investment Implications Demographic Divergence Aging populations in developed economies are expected to constrain growth and productivity, while emerging markets with younger populations and expanding middle classes may benefit from higher growth potential[3][5]. Digital Disruption & AI The rapid adoption of artificial intelligence and digital technologies is transforming productivity, business models, and entire industries. BlackRock sees AI as a foundational driver of future … Continue reading Blackrock Investment themes 2025

AI, Infrastructure, Innovation, Microsoft, Middle East, Military, productivity, Progress, Security

Coreweave joins ‘hyperscaler’ group

Colin Henderson

Research: CoreWeave’s AI Infrastructure and Market Position They have particular differentiation in 3. Infrastructure Differentiation. it is designed explicitly to operate with GPU infrastructure, and seed investment from Nvidia cements this. They have been around for eight years(8) years but still have startup characteristics. Their debt profile is high and rates are astronomic. They are working with Bank of America to refinance $1.5Bn debt. Their efforts in Spain are spectacular and Spain in particular is in dire need of high tech support. The facility was inaugurated today by the Mayor of Barcelona, Jaume Collboni, and Albert Tort, Secretary of Telecommunications and … Continue reading Coreweave joins ‘hyperscaler’ group

banking, Economics, Geopolitics, Innovation, Risk, Social Theory

US Tariffs Set to Make world economic and military History

Colin Henderson

It is worth capturing this moment. It has the potential to be elevated to a moment in world economic history in the same vein as Bretton Woods, World Trade Organization, United Nations, and many other bedrock areas that preceded and followed WWII. The broad perspective was to encourage World stability in economic terms and those tools were designed to create a global platform of stability that would make WWxx things of the past. Here we are 80 years later and the flaws in those tools with their commensurate inability to adapt have created a global world of bad actors yet … Continue reading US Tariffs Set to Make world economic and military History

Growth, Innovation

Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience.

Colin Henderson

From risk management to strategic resilience March 9, 2022 | Article By Alfonso Natale,  Thomas Poppensieker, and Michael Thun PrintDownload Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience. https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/1230698668&color=%2307254d&inverse=false&auto_play=false&show_user=true DOWNLOADS Article (7 pages) In a volatile world, resilience is an increasingly critical prerequisite for corporate performance. The COVID-19 pandemic has caused a massive shock to public health, with dire human consequences. The crisis has dramatically demonstrated the sensitivity of economies to demand shocks as well as industry vulnerabilities to supply chain disruptions. Furthermore, the pandemic spread in an environment defined by … Continue reading Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience.