Smart Connectivity: Accelerating Artificial Intelligence

Semiconductor stocks have suffered an across-the-board selling in recent months thanks to the rapid deterioration of several end-markets (PC, smartphones…) and new export controls imposed by the US government on chips and equipment shipped to China. But this “implosion” could also create buying opportunities as some end-markets and, more specifically, the data center one enjoys secular…

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Food Revolution: Lab-Grown Meat About To Take Off?

Despite the recent slowdown in the plant-based food category, alternatives to conventional meat keep gaining attention from policymakers, food producers and start-ups alike, amid livestock production producing high greenhouse gas emissions and requiring more land and water per calorie of food than crops. Accordingly, in his recent executive order on ‘biotechnology and biomanufacturing innovation’, Joe…

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Smart Connectivity/Digital Security: When Networking And Cybersecurity Converge

As illustrated by Google’s recent acquisition of Mandiant and Cisco’s increasing focus on security, a convergence between tech hardware and cybersecurity software has been taking place, a move that should intensify over coming years. For networking hardware specialists such as Cisco and Juniper, implementing firewalling and threat detection software in their routers and switches is…

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Hydrogen & Electrons: Solar Installers Riding The Energy Crisis And Secular Drivers

Solar energy in the US has benefited over the years from a highly supportive tax policy, consumers’ pursuit of clean energy and sharply declining costs, leading residential solar installations to reach an expected record in 2022 according to BloombergNEF. As an illustration, residential photovoltaic installers delivered impressive revenue growth in their latest quarter with Sunrun…

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Smart Connectivity: E.T. Will Be Soon Able To Call Home Again

  SpaceX’s Starlink, owned by Elon Musk, and US wireless operator T-Mobile made the headlines recently when they announced a partnership aimed at connecting users’ current mobile phones directly to satellites in orbit, hence providing mobile users with (limited) network coverage in remote areas of the United States. The use of satellites for bi-directional telecommunications…

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Aqua: California To Drive The Blue Revolution

  If California has been a driving force behind the rise of clean energies and adoption of electric vehicles, it could soon take on the same role in the blue revolution. Governor Gavin Newsom recently released a plan called “California’s Water Supply Strategy, Adapting to a Hotter, Drier Future” aimed at improving water supply amid…

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