The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
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Findings from a research trip of semiconductor manufacturers to assess their environmental footprint and ESG efforts.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Autonomous driving technology is now reaching an important inflection point for wider adoption.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
Justifications for a cautious view on the San Francisco office market.
A recent client event at Google’s Asia HQ in Singapore with a panel discussion focusing on generative AI.