Gaming/Metaverse: Nvidia CEO: “Gaming is recovering from the post-pandemic downturn”

Nvidia’s Gaming revenue in Q4 came out sharply down again (-46% year-on-year) as the company is navigating an unprecedented inventory correction related to the post-pandemic video gaming slowdown (and, to a lower extent, the collapse of demand for crypto mining cards) and is still facing tough quarterly comparisons. Even if the top-line figure was uninspiring,…

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Aqua: Water M&A Finally Bubbling

Contrary to many innovative industries, water technology companies have been largely absent from the M&A scene in the last couple of years. This is quite surprising given that water technology represents, in our view, an attractive fit for industrial and testing/diagnostics companies seeking to find new avenues of growth and, potentially, to reduce their revenue…

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Digital Security: Ransomware-as-a-Service Putting IT Security Under Continued Pressure

Ransomware attacks have been increasing at an alarming rate over the last couple of years (between +50% and +100% according to various sources) with ransomware becoming the preferred method for many cybercriminals to monetize their fraudulent activity.  With the emergence of the Ransomware-as-a-Service (RaaS) “business model” in the hackers’ community, this type of attack is…

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Food Revolution: Electrifying Agriculture

A milestone was reached in the quest for electrification of the agricultural machinery industry in recent weeks, as CNH, the manufacturer of New Holland and Case IH equipment, unveiled its 120HP “T4 Electric Power Tractor”, the sector’s first all-electric light utility prototype with autonomous features. While autonomous features have already made significant inroads into the…

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Gaming: M&A or FTC?

Over the last couple of months, the US Federal Trade Commission (FTC) has filed to block two M&A deals in the video game space, first the acquisition of virtual reality start-up Within (that developed a VR fitness app) by Meta and, last week, the blockbuster takeover ($69 billion) of Activision Blizzard by Microsoft. Both legal…

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