Hydrogen & Electrons: Hydrogen Back On Track

Yesterday was a big day for hydrogen pure players Plug Power, Bloom Energy and Ballard. Amid general concerns over their corporate customers’ capex plans and cost inflation, they managed to deliver decent quarterly figures (albeit slightly below expectations), allowing investors to look beyond a messy short term and to focus on the long-term growth opportunity…

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Digital Security: Resilient Growth Amid A Tough Environment

Many cybersecurity companies, including Fortinet, Cloudflare or Rapid7, reported their quarterly earnings in recent days. While revenue and earnings were overall solid, most companies hinted at increasing deal scrutiny from their corporate customers, lengthening sales cycles and softening growth trends going forward as customers navigate a complex environment and are closely watching their spending amidst…

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Metaverse/Fintech: Crypto Banks, An Attractive Mix Of Resilience And Growth In The Crypto Space

With a market cap that is down more than $2 trillion from peak last year, the cryptocurrency correction is sending shockwaves across the whole ecosystem. Digital asset brokerage Voyager filed for bankruptcy protection earlier this month, after Three Arrows Capital, the crypto hedge fund that saw its AUM go from $10 billion to zero, couldn’t…

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Hydrogen & Electrons: The Nuclear Industry Is Also Making Its Technology Transition

Amid the current energy crisis, nuclear power is making a come-back despite ongoing nuclear waste issues. The idea has gained acceptance as nuclear energy is increasingly considered essential for combating climate change, following the International Energy Agency (IEA) and the Intergovernmental Panel on Climate Change (IPCC) incorporating nuclear in their models and estimates for a…

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Food Revolution: What Future For Plant-Based Food?

Back in 2020, plant-based foods and beverages were all the rage, growing 45% year-on-year as consumers shifted their eating habits during the pandemic toward natural and organic products that are perceived as healthy. Two years on, it’s a very different story: the industry’s growth momentum has stalled to just 6% in 2021 and further deceleration…

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Smart Connectivity: The Graviton Impact

Over the last few months, some cloud software vendors have faced an unexpected and counter-intuitive risk: the rising efficiency of cloud computing platforms such as Amazon’s AWS stemming from improved chip performances. Cloud-based data storage company Snowflake notably came under the spotlight. It uses AWS cloud to store and process its customers’ data which are…

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