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Last Week in ConTech — 24 February 2025
- Speculation arose regarding Microsoft's potential cancellation of data center leases and power purchase agreements in the US, signaling hesitancy in the midst of an AI infrastructure surge.
- DeepSeek, a Chinese AI model, emerged with claims of enhanced efficiency at reduced training costs, impacting data center power demand projections.
- Energy firms and construction companies are closely monitoring the critical US market for data centers, with a focus on electricity consumption related to AI model training.
- Efficiency breakthroughs in AI model training challenge the necessity of current levels of infrastructure spending globally.
- Recent funding developments include investments in Reality CapturePlanitar, Handly, MyPass, Reneo, and Deutsche Sanierungsberatung, among others.
- Innovative startups like Unusuals, Proba, and Hepta Airborne are contributing to sectors such as Inspections & Maintenance and Supply Chain Decarbonization.
- New AI solutions introduced by startups like PlanningHub, 7Analytics, and Faura are reshaping industries by providing planning insights and climate risk mitigation strategies.
- US-related notes cover a range of topics from grid infrastructure advancements to climate risk mitigation strategies and regulatory developments.
- International updates include developments in China, Korea, France, India, Singapore, and Vietnam, showcasing advancements in AI, energy laws, and infrastructure investments.
- Global trends reflect a growing emphasis on sustainability, AI integration, and strategic investments in critical infrastructure across various industries and regions.
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