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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Smart Connectivity/Digital Security: VMware, Another Software Blockbuster M&A Deal?

According to various media reports, semiconductor giant Broadcom is in talks to acquire cloud software infrastructure company VMware. Having started with server virtualization, a software solution that morphs a single and physical server into several virtual ones, VMware gradually added storage and networking virtualization in order to offer a complete infrastructure software stack that allows…

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Hydrogen & Electrons: Inverters, A Major Unrecognized Component Of Decarbonization

Talking about cleantech, and more specifically about inverters which are tightly linked to solar panels, can appear quite “ambitious” given the ongoing investigation by the US Department of Commerce seeking to determine whether Chinese solar equipment producers circumvent existing tariffs and anti-dumping duties imposed on them by setting up export facilities in Vietnam, Cambodia, Malaysia…

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Hydrogen & Electrons: Wind of Change?

Wind energy players Vestas and Siemens Gamesa and supplier TPI Composites have reported underwhelming earnings and cut guidance in recent quarters due to a combination of weak revenue momentum (flattish installations globally in 2021), cost inflation (steel and resins, logistics) and supply chain issues. And Covid-linked lockdowns in China are unlikely to help in the short-term.…

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