Where investors may find the next 'big wave' for AI trade
- Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, is analyzing the current AI boom to identify the next major investment cycle.
- The analysis focuses on moving beyond the initial "big wave" of hardware and infrastructure to find emerging opportunities within the AI trade.
- This shift is critical for investors as the market evolves from early adoption and chip-making dominance toward software integration and practical applications.
- Future strategies will likely emphasize identifying companies that can effectively monetize AI capabilities to drive sustainable long-term growth.
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Can we really put the brakes on AI development?
• Tech executives and U.S. officials are debating whether to implement a "pause" or voluntary vetting process to keep artificial intelligence development under control. • Former CISA director Jen Easterly described a recent executive order by Donald Trump as a positive first step toward creating a safer technological ecosystem.
Read original · theweek.com
The WeekEurope wants to be less reliant on American tech. Here’s its plan
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Read original · heritageradionetwork.orgEU targets digital self-reliance with new tech package
• The European Union has proposed a new sovereignty package designed to reduce its strategic dependence on non-EU suppliers for critical technologies, including semiconductors, AI, and cloud computing. • Key measures include the creation of Experience and Acceleration Centres to coordinate AI adoption across member states and the implementation of a framework to assess cloud and AI sovereignty.
Read original · investmentmonitor.ai
Investment MonitorEU Data-Centre Rules Expose the Power Cost of Europe’s AI Ambitions - https://eutoday.net
• The European Commission is developing new standards under the Cloud and AI Development Act to enhance Europe's competitiveness in cloud computing and artificial intelligence. • These rules aim to address the significant power costs and energy demands associated with the expansion of data centers required for AI infrastructure.
Read original · eutoday.net
https://eutoday.netEU launches technology sovereignty package for AI, chips and cloud infrastructure
• The European Union has launched a new technology sovereignty package focused on enhancing capabilities in artificial intelligence, semiconductors, and cloud infrastructure. • The initiative is designed to strategically reduce the EU's reliance on foreign technology suppliers and strengthen internal digital autonomy.
Read original · dig.watchThis Week in European MedTech and HealthTech: 5th June 2026
• The European HealthTech sector experienced a surge of momentum during the week of June 5, 2026, marked by a massive growth round aimed at reducing administrative fragmentation and clinical workflow inefficiencies. • Key industry activity was driven by the aftermath of the MedTech Forum 2026 in Stockholm and a significant legislative clash regarding the regulation of artificial intelligence.
Read original · healthcare.digital
Nelson Advisors BlogEurope’s Financing Dilemma: 25% of Mid-Sized Firms Struggle
• Approximately 25% of mid-sized firms across Europe are currently struggling to secure necessary financing to maintain or grow their operations. • This funding gap creates a significant hurdle for the business landscape, potentially stifling innovation and economic stability within the region.
Read original · europeanbusinessmagazine.com
European Business MagazineAI Reshaping Journalism and PR: Francesco Marconi on Surviving ‘Machine Consumption’
• Newsrooms are increasingly integrating large language models (LLMs) to streamline content production and support reporting workflows. • Expert Francesco Marconi highlights a shift toward "machine consumption," where AI reshapes how journalists work and how information is processed.
Read original · capitolcommunicator.com
Capitol CommunicatorDiscover London Tech Week – Where Technology Shapes the Future of European Innovation - Tech.eu
• London Tech Week will take place this June, serving as a hub for European innovation and breakthrough technologies. • The event features over 300 exhibitors and curated programming covering diverse sectors, including enterprise SaaS, Web3, cybersecurity, and quantum computing.
Read original · tech.eu
Tech.euTop Startup News Today: Startup Funding, AI Expansion and Deeptech Ambitions Define India's Innovation Pulse
• India's startup ecosystem is seeing a surge in funding and innovation, highlighted by FirstClub raising $55 million and a funding boost for TrueFan AI. • The region is prioritizing deeptech and semiconductor advancements, supported by Karnataka's strategic vision to foster high-tech industrial growth.
Read original · tice.news
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