Europe is having its own #Stargate moment. France's €109bn #AI pledge underlines #Europe playing catch up with the largesse of US investment commitments: on.ft.com/42OlKpN

80% of Al-native funding is captured by these 3 metro areas: 🇺🇸 Silicon Valley 🇨🇳 Beijing 🇫🇷 Paris Alex Irwin-Hunt fDi Intelligence Financial Times

I shared some thoughts with fDi Intelligence about the recent growth of China's STEM PhDs programs. Thank you Alex Irwin-Hunt! fdiintelligence.com/content/d0a58f…

As #Ukraine president Volodymyr Zelensky arrives in #Ankara for talks with #Russia, there are calls for investment in Ukraine's destroyed energy assets ⬇️ on.ft.com/3EVNIq5

Is Big #Pharma's #US investment surge just smoke and mirrors? Analysts at Jefferies raise questions about the multibillion-dollar capital expenditure pledges in the US from biopharmaceutical giants during Trump's second term: fdiintelligence.com/content/877b7a…

The UK is set to consolidate its "complex landscape" of special economic zones as part of a new industrial strategy. But critics argue this is a rehashing of a Conservative-led policy that has had limited success, reports Alex Irwin-Hunt #uk #fdi #sez on.ft.com/4ejPtub

The first official foreign direct investment data since Donal Trump's return to the White House suggests a divergence between announcements and real investment campaigns: on.ft.com/40pNhvr #fdi #us #trump

The end of Northvolt's flagship gigafactory in Skellefteå has left the Swedish town searching for a new purpose, reports Andrii Degeler #ev #batteries on.ft.com/3TjIBDx

Four fact-based charts on financial and direct investor appetite on the #US so far during Donald Trump's second term, Alex Irwin-Hunt: on.ft.com/4l5gYu5

Chinese firms say political barriers & anti-Chinese sentiment are biggest hurdles to their EU operations. The secretary general of China Chamber of Commerce to the EU (CCCEU) 欧盟中国商会 tells Danielle Myles the tension between political rhetoric and economic needs risks undermining the bloc's goals: on.ft.com/408N4wS

Canada's ex-central bank governor Stephen Poloz, now at @osler_law, writes on the connection between today's tech disruption and industrial revolutions of the past. Spoiler: Rising inequalities, populism and financial crisis were features of the last three on.ft.com/44NNWbs

Export licence deals for NVIDIA and AMD to sell certain chips in China have sparked legal concerns and reverse years of curbs on national security grounds. They also highlight a tension at the core of US #semiconductor policies, reports Alex Irwin-Hunt on.ft.com/4mFMkI3

OpenAI's first European data centre plan in northern #Norway has raised local concerns about rising #electricity prices and a lack of job creation from surplus hydropower. Alex Irwin-Hunt reports for #FDI: on.ft.com/41ckw6a

India now has among the highest US tariffs of any country. This presents a challenge for prime minister Narendra Modi economic agenda. Will his planned reforms be enough to save India's economy?: on.ft.com/47hwsHs #fdi #tariffs #india

NatPower plans to build battery storage project at Teesside Freeport of at least 4GWh, a capacity not yet achieved anywhere in the UK on.ft.com/4lMOPrd

AI growth is exploding: The US now has 5,426 data centers, more than ALL other major countries COMBINED. And, there are $40 BILLION worth of US data centers under construction, up +400% since 2022. This will soon reshape the global economy. What's next? Let us explain.

At an FT conf, some wished ASEAN had bargained w/ the US as one bloc But hey, EU *did* bargain as a bloc: ended with 15%! Whereas most in ASEAN negotiating bilaterally like M’sia, got 19%, 20%. Just slightly > EU’s So would ASEAN-as-a-bloc have done better? Alex Irwin-Hunt