Live from New Delhi. This is inside with Haslinda Amin, where we will dig into India's fast rising artificial intelligence ambitions and the shockwaves hitting the country's storied I. T.giants. As India hosts one of the world's biggest AI summits. We speak live with Schneider Electric CEO Olivia Bloom, ServiceNow president and CEO Omid Zaveri and Fractal Analytics co-founder and CEO.Trick on the Alarm, uncanny about how this technology is reshaping the world. And we bring you more from our conversations wi ...

Market Performance - European stocks closed positively, with the pan-European Stoxx 600 up by 1.19%, the UK's FTSE 100 climbing 1.23%, Germany's DAX gaining 1.12%, and France's CAC 40 ending 0.81% higher [1][3]. - Defense stocks rose due to an agreement between India and France to strengthen defense and aerospace ties [2]. - Mining and banking sectors also saw significant gains, with notable performances from companies like Antofagasta, which soared nearly 11% [4]. Company Updates - BAE Systems reported a better-than-expected 12% rise in full-year operating profit, leading to a 4% increase in its shares [4]. - In Germany, Rheinmetall climbed more than 5%, and Heidelberg Materials gained about 4.3% [5]. - Bayer's shares fell over 7% due to a proposed $10.5 billion settlement related to litigation over its Roundup weedkiller [6]. Sector Performance - In the UK market, mining companies such as Fresnillo, Anglo American Plc, and Glencore gained between 4.25% and 4.8% [4]. - In France, companies like Thales, ArcelorMittal, and STMicroelectronics saw gains of 2%-5% [7]. - Notable declines were observed in food retailer Carrefour, which slid more than 5% after reporting a decline in operating profit [8]. Economic Indicators - France's inflation eased to the lowest in five years, with the consumer price index rising only 0.3% year-on-year in January [9]. - The EU harmonized inflation softened to 0.4% from 0.7% in December, marking the weakest rate since December 2020 [10]. - In the UK, the consumer price index posted an annual increase of 3% in January, the lowest since March 2025 [12].

Market Overview - European stocks closed mostly higher, with the pan-European Stoxx 600 gaining 0.45% and the U.K.'s FTSE 100 climbing 0.79% [2] - Investors are optimistic about potential monetary easing from central banks, particularly the Bank of England, amid rising unemployment rates in the UK [1][9] Sector Performance - Defense stocks showed weakness due to hopes of de-escalation in U.S.-Iran tensions [3] - In the UK market, several companies such as Coca-Cola Europacific Partners, Barratt Redrow, and AstraZeneca saw gains between 2% and 3.5% [3] - Conversely, miners like Endeavour Mining and Antofagasta fell between 2% and 4% [4] Notable Company Movements - GSK's shares rose over 2.5% following the announcement of a £2 billion share buyback program [3] - Bayer in Germany soared more than 8%, while other companies like Vonovia and Infineon gained approximately 4% and 3.25% respectively [4] - In France, Dassault Systemes climbed about 4%, with other firms like Unibail Rodamco and AXA gaining 2%-3% [6] Economic Indicators - German consumer price inflation rebounded to 2.1% in January, influenced by higher food and services costs [7] - The UK's jobless rate increased to 5.2% in the fourth quarter, with average earnings growth at 4.2%, below expectations [9]

Core Insights - The electrical distribution equipment industry is experiencing significant growth due to the global AI race, alongside the booming data center and power sectors [1] - Forgent Power Solutions, formed from the merger of four legacy companies, went public in February with a market cap nearing $8 billion [1] Company Overview - Forgent serves three primary markets: data centers, power grids, and industrial sectors, with the data center segment currently expanding the fastest [2] - The company has seen a 45% increase in its order backlog, attributed to the recent AI boom, which has acted as an accelerant for growth [3] Competitive Landscape - Forgent competes with larger players in the industry, including Vertiv, Eaton Corp., Schneider Electric, and GE Vernova, which have market caps ranging from $88 billion to $217 billion [4] - To differentiate itself, Forgent focuses on bespoke offerings across its four product families: transformers, switchgear equipment, transfer switches, and prefabricated solutions [5] Growth Strategy - The company was established through rapid consolidation, with Neos Partners acquiring four companies within two years, aligning with the electrification needs of the AI infrastructure boom [6] - Forgent has invested $205 million to expand its manufacturing capabilities, increasing its total manufacturing space to 2.3 million square feet [7]

Core Insights - The article emphasizes the accelerated global construction of AI-driven data centers, highlighting significant investments from major tech companies like Meta and Mistral AI, which reflect the strategic importance of AI computing power deployment [2][3] - Data centers are not only foundational for AI applications but also serve as critical support for profit growth and technological competition across the industry [4] Market Size and Policy Environment by Region - North America: Projected market size of approximately $95-100 billion by 2026 and $300-350 billion by 2030, with a CAGR of ~28%. The region benefits from supportive AI innovation policies and strict data privacy regulations [6] - Europe: Expected market size of around $40-45 billion by 2026 and $120-150 billion by 2030, with a CAGR of ~25%. The region faces strict GDPR compliance and has a strong demand for localized data centers [6] - China: Anticipated market size of about $50-55 billion by 2026 and $160-200 billion by 2030, with a CAGR of ~27%. The government encourages AI and computing infrastructure development [6] - South Korea: Estimated market size of $5-6 billion by 2026 and $20-25 billion by 2030, with a CAGR of ~30%. The government promotes AI strategies and local semiconductor advantages [6] - Japan: Projected market size of $6-7 billion by 2026 and $18-22 billion by 2030, with a CAGR of ~23%. The region's stable demand comes from high-end manufacturing and finance sectors [6] - India: Expected market size of $3-4 billion by 2026 and $12-15 billion by 2030, with a CAGR of ~28-30%. The region shows rapid growth in cloud computing and AI applications [6] Key Industry Chain and Leading Companies - AI Chips/Accelerators: Key players include NVIDIA, AMD, Intel, and Google, focusing on high-performance AI training and inference [8] - Data Center Infrastructure: Major operators like Equinix and Digital Realty, along with self-built centers from Meta, AWS, and Microsoft, dominate the market [8] - Cloud Services/AI Platforms: AWS, Microsoft Azure, and Google Cloud are leading providers of AI services and solutions [8] - Storage/Memory: Companies like Samsung and SK Hynix are crucial for high-speed storage demands [9] - Network Equipment: Cisco and Arista Networks are essential for data center connectivity [9] - Energy and Cooling: Schneider Electric and Vertiv lead in providing reliable power and cooling solutions [9] - Data Center Software: VMware and HashiCorp/Red Hat offer critical management tools for data centers [9] Investment Opportunities - Upstream Chips: Investment in GPU/TPU/accelerators offers high margins and long-term contracts [10] - Data Center Operations: Focus on self-built or managed centers in high-demand regions like North America, China, and South Korea for stable rental income [10] - Cloud Service Platforms: High-growth subscription revenue opportunities in AI SaaS/IaaS [10] - Storage/Memory: Long-term supply agreements with major operators for HBM/SSD [10] - Network Equipment: Targeting AI-optimized and low-latency products for mid to long-term replacement [10] - Energy/Cooling: Building green data centers to leverage policy benefits [10] - Software/Operations: Providing intelligent operation and monitoring services for high profit margins [10] Conclusion and Strategic Recommendations - AI data centers are positioned as the core hub of the global tech industry over the next decade, with understanding technology trends and market opportunities being crucial for competitive advantage and long-term returns [12][14] - Regional market differences indicate that North America and China have large, stable markets, while South Korea and Southeast Asia show rapid growth [14] - Investment strategies should focus on leveraging these regional insights for optimal positioning in the evolving landscape [14]

Core Insights - The latest issue of Manufacturing Digital highlights global leaders and breakthrough technologies shaping the future of sustainability, technology, biopharmaceuticals, and supply chain [1] Group 1: Fujifilm's Innovations - Fujifilm aims to become the TSMC of the biopharmaceutical industry, focusing on trust as a foundational element [3] - The company employs a zero-defect manufacturing philosophy and expertise in materials chemistry to achieve breakthroughs in semiconductors and biopharmaceuticals [4] - Fujifilm is pioneering EUV lithography materials for next-generation chips and developing modular biomanufacturing networks for vaccines and cell therapies [4] Group 2: Supply Chain Evolution - Mourad Tamoud, Chief Supply Chain Officer at Schneider Electric, discusses the transformation of supply chains from operational necessities to strategic differentiators [5][6] - Modern supply chains are positioned to drive growth, sustainability, and resilience while integrating digital technologies and aligning with broader business strategies [7] - The focus is on fostering an environment of innovation and continuous improvement within supply chain operations [6] Group 3: Sustainability and Supply Chain Portfolio - BizClik's Sustainability and Supply Chain portfolio includes five magazines that provide authoritative insights and influence decision-makers across these sectors [8][9] - The portfolio aims to shape industry conversations and serve as a trusted source of information [9] Group 4: Upcoming Events - BizClik is organizing its annual global summits focused on sustainability and supply chain, starting with Sustainability LIVE: The Net Zero Summit [10] - The event will gather over 2,000 attendees to discuss the intersection of sustainability and supply chains, aiming to accelerate collective impact [11]

Core Insights - The focus of sustainability efforts by European enterprises is shifting from regulatory compliance to achieving measurable financial and operational outcomes [1] - European firms are aligning their strategies with the renewable energy transition to manage energy exposure, support decarbonization, and capture new growth opportunities [1] Group 1: Sustainability Practices - Enterprises are investing in integrated environmental, social, and governance (ESG) data architectures that connect sustainability information across various functions such as finance, procurement, HR, and operations [1] - Organizations are seeking solutions for supply chain and product-level transparency to gain deeper insights into carbon emissions and workforce practices [1] - Digital sustainability solutions are being adopted as the region's energy mix shifts toward renewables and emissions decline [1] Group 2: Market Trends and Provider Insights - The digital sustainability market in Europe is maturing, with providers focusing on clear, outcome-driven use cases [1] - Enterprises are looking for providers that can deliver concrete environmental, social, and economic outcomes through transparent, data-driven models [1] - The report evaluates 70 unique providers across three quadrants, naming leaders such as Accenture, Capgemini, and IBM in multiple categories [1] Group 3: Technology and Data Integration - By integrating sustainability data with real-time decision-support tools, organizations are gaining visibility into industrial processes, which supports cost control and reduces environmental impact [1] - Providers are facilitating this shift with data-driven blueprints and operating models that clarify roles and responsibilities across various functions [1] - The deployment of GenAI is noted for producing qualitative narratives for corporate sustainability reporting [1]

Market Performance - European stocks showed a positive trend with the pan European Stoxx 600 climbing 0.89%, while the U.K.'s FTSE 100 gained 0.59%, Germany's DAX jumped 0.94%, and France's CAC 40 closed up by 0.43% [1] - Major European markets such as Austria, Denmark, Finland, and Spain closed higher, while Belgium, Greece, and Russia ended weak [2] Company Earnings and Movements - Burberry Group, IAG, and HSBC Holdings saw gains between 2% and 5.2%, while BP, Standard Chartered, and Rolls-Royce Holdings also moved up sharply [2][3] - Vinci reported stronger-than-expected results, with a full-year 2025 net income of €4.90 billion, up from €4.86 billion the previous year, leading to a nearly 10% increase in its stock price [5] - Stellantis plummeted 25% after announcing a €22 billion charge related to restructuring efforts and plans to sell its 49% stake in NextStar Energy [6] Sector Performance - In the German market, Siemens Energy climbed 4.3%, while Siemens Healthineers dropped more than 3% [4] - In France, ArcelorMittal gained about 4.75%, and Schneider Electric ended higher by 1%-2.3% [5] Economic Indicators - Germany's industrial production decreased by 1.9% month-on-month in December, reversing a previous rise, while exports increased by 4% and imports growth doubled to 1.4% [7][8] - France's foreign trade deficit increased to €4.8 billion in December, as imports grew faster than exports [9]

Core Viewpoint - Atkore Inc. is preparing to announce its Q1 2026 earnings, with analysts projecting an EPS of $0.64 and revenue of approximately $649.75 million [1] Financial Performance - In the previous quarter, Atkore reported an EPS of $0.69, which was below the consensus estimate of $1.30 by $0.61 [2] - The company generated revenue of $752 million, exceeding analysts' expectations, but faced a negative net margin of -0.53% [2] - Atkore achieved a return on equity of 12.98%, indicating some profitability challenges despite higher revenue [2] Financial Ratios - Atkore has a price-to-sales ratio of 0.82 and an enterprise value to sales ratio of 0.96, suggesting a cautious market valuation [3] - The company maintains a strong current ratio of 3.05 and a moderate debt-to-equity ratio of 0.65, indicating a stable financial position [3] Competitive Landscape - As Atkore prepares for its earnings release, it will be important to observe how the company addresses its challenges and competes with industry players like Eaton and Schneider Electric [4]

Group 1 - SINEXCEL is supporting the implementation of a battery energy storage project with a capacity of 6.02 MW and 16.72 MWh in Loket-Nadlesa, representing a significant step in providing high-performance energy transition technologies to the Czech Republic and the European energy market [1][5] - The project is designed for price arbitrage, utilizing market price differences in electricity and providing key grid services, thereby enhancing the economic efficiency and stability of local energy infrastructure [2][3] - The project employs SINEXCEL's energy storage systems (PCS) with a capacity of 1725 kW, achieving peak efficiency of up to 98.5%, and complies with major regulatory and grid standards in North America, Europe, Australia, Japan, and China [3][4] Group 2 - The project, developed by Energo Synergy Group s.r.o., received non-recourse financing from Raiffeisen Leasing a.s. and is scheduled to be fully operational by April 30, 2026 [4] - SINEXCEL has completed over 5,000 projects globally, with an installed capacity of 15 GW/40 GWh, making it a preferred partner for developers seeking reliable and efficient energy storage solutions [5][6] - SINEXCEL, founded in 2007, is a pioneer in energy storage, electric vehicle charging, and power quality solutions, collaborating with leading companies like EVE Energy and Schneider Electric to enhance energy independence [6]