Core Insights - A significant influx of Japanese capital is being directed towards European tech startups, particularly in the deep tech sector, as Japanese investors seek a more mature entrepreneurial environment [1][9] - Since the EU-Japan Economic Partnership Agreement in 2019, Japanese investors have participated in over 33 billion euros ($38 billion) in European financing rounds, a stark increase from 5.3 billion euros in the five years prior [2][3] Investment Trends - Japanese venture capital firms, including NordicNinja, are increasingly backing European startups, with a focus on deep tech and artificial intelligence, which accounted for 70% of their deals in 2024 [9][10] - The top-funded companies with Japanese participation include Wayve, Quantinuum, and Multiverse Computing, which raised significant amounts in recent funding rounds [10] Market Dynamics - There are more VC-backed startups in Europe than in Japan, with a ratio of over two times per capita and 4.3 times more unicorns [5] - Japanese firms are leveraging their extensive manufacturing and industrial expertise to fill gaps in Europe’s scaling capabilities, particularly in sectors like energy and critical minerals [12][14] Cultural and Operational Considerations - Language barriers and cultural differences pose challenges for collaboration between Japanese and European firms, affecting decision-making processes and partnership dynamics [16][17][18] - Japanese investors tend to have a slower decision-making pace due to thorough research and preparation, contrasting with the more rapid approaches seen in other regions [18][21] Future Outlook - Expectations indicate that Japanese investors will participate in rounds worth 3 billion euros in 2025, a decrease from previous years, amidst shifting investment interests towards the Middle East [23][24] - Political motivations in Japan are driving a strategic push for greater collaboration with Europe, aiming to enhance the geopolitical positioning of Japanese corporates [25]

Core Insights - Nvidia has joined the India Deep Tech Alliance (IDTA) as a founding member, committing to support deep tech startups in India with a focus on AI and other emerging technologies [2][3] - The IDTA is a $2 billion investment alliance aimed at fostering innovation in deep tech sectors such as semiconductors, AI, biotech, and robotics [2][4] - Nvidia plans to provide technical training and mentorship through its Deep Learning Institute, enhancing its engagement in India's growing startup ecosystem [1][2] Group 1: Nvidia's Involvement - Nvidia's participation in the IDTA signifies its commitment to mentoring and guiding emerging startups in India, particularly in AI systems and responsible deployment [3][4] - The company aims to collaborate with policymakers, investors, and entrepreneurs to foster innovation and development in the deep tech space [3][4] Group 2: Indian Government Initiatives - The Indian government is actively promoting research and innovation in deep tech, with significant funding initiatives including over 100 billion rupees ($1.1 billion) for its AI Mission and a 1 trillion rupees ($11.2 billion) fund for research and development [5] - Upcoming events like the AI Impact Summit, announced by Prime Minister Narendra Modi, are expected to attract global leaders and further highlight India's commitment to AI and deep tech [5][6] Group 3: Market Context - There is a growing global interest in India's AI market, with OpenAI recognizing India as its second-largest user base, indicating a robust potential for deep tech growth [6] - Competitors like Google are also investing heavily in India's AI landscape, with a recent pledge of $15 billion to establish an AI hub in Visakhapatnam [6]

Core Insights - NVIDIA and Qualcomm Ventures have joined a coalition of U.S. and Indian investors to support India's deep tech startups, with over $1 billion in commitments aligning with India's new ₹1 trillion (approximately $12 billion) research and development initiative [1][7] Investment and Participation - NVIDIA is participating as a strategic technical advisor without financial commitments, while Qualcomm Ventures has joined with additional capital commitments exceeding $850 million alongside six Indian venture firms [2][4] - The coalition aims to invest capital and provide mentorship and network access to Indian deep-tech startups over the next five to ten years, collaborating with the Indian government on policy initiatives [5][7] Ecosystem Development - India has over 180,000 startups and more than 120 unicorns, with a shift towards ventures addressing infrastructure-scale problems, supported by government initiatives to secure technological sovereignty [3][10] - The India Deep Tech Alliance (IDTA) was launched to bridge the funding gap for deep tech ventures, bringing together major U.S. and Indian investors [4][6] Strategic Contributions - NVIDIA will provide strategic guidance, technical insights, and scalable computing resources to startups, while Qualcomm plans to connect startups with its portfolio companies and partner networks [12][15] - The coalition is described as a "loose coalition of the willing," focusing on knowledge sharing and deal flow among participating investors [17][18] Market Growth and Future Outlook - India's deep-tech funding increased by 78% year-over-year to $1.6 billion in 2024, although it still lags behind developed markets like the U.S. [18] - The alliance is expected to attract global attention and more investors to India's startup ecosystem, fostering confidence among entrepreneurs and potentially leading to more companies listed on major exchanges in the future [19]

Group 1 - 55 North is positioned as the world's largest dedicated quantum technology venture capital fund, with a total size of 300 million following a recent first close of 134 million [1] - The fund has prominent backers from the quantum and deep tech sectors, including VSquared Ventures [1] - The pan-European deep tech fund's portfolio includes notable companies such as IQM, The Exploration Company, and Neura [1] Group 2 - Herbert Mangesius, co-founder and General Partner of VSquared Ventures, discussed the fund on Bloomberg's "Daybreak Europe" [1]

Core Insights - The 2025 European Deep Tech Report highlights the potential of Europe to become a global hub for Deep Tech, emphasizing the need for a stronger entrepreneurial culture and investment in scientific breakthroughs [1][4][7] Group 1: Definition and Misconceptions - Deep Tech is defined as the application of scientific and engineering breakthroughs to create new products, requiring significant capital investment and longer revenue timelines [4][24] - Common misconceptions include the belief that Deep Tech companies fail more often and require more time to exit compared to regular tech companies, while in reality, their failure rates are comparable [21][29] Group 2: European Deep Tech Opportunity - Europe is home to six of the top 20 universities and nine of the top 25 research institutions globally, providing a strong foundation for Deep Tech development [1][4] - The report suggests focusing on centers of excellence like Oxford and Cambridge to foster a more robust founder ecosystem [4][6] Group 3: Funding Landscape - In 2024, European Deep Tech VC funding reached €15 billion, a 28% decline from the 2021 peak, but still better than the 60% drop in regular tech funding [1][4] - The UK, France, and Germany are the leading markets, with London, Paris, and Munich as key hubs for investment [1][4][6] Group 4: Segment Deep Dives - Key sectors attracting investment include novel AI, future computing, novel energy, space tech, resilience technologies, computational biology, and robotics, with significant funding rounds reported [1][5] - Notable funding examples include Wayve in autonomous driving with $1.1 billion, Mistral AI in foundational models with $500 million, and Sunfire in hydrogen energy with €215 million [1][5] Group 5: Founder Resources - Founders are encouraged to adopt a milestone-based approach to de-risking their ventures and to present their business plans using scientific methods [6] - The report emphasizes the importance of diversifying funding sources beyond equity, particularly for hardware startups [6] Group 6: Challenges and Recommendations - The report identifies challenges such as the need for more entrepreneurs in Deep Tech, harmonization of university spinout terms, and the importance of government and corporate customers [6][7] - Recommendations include enhancing talent clusters, increasing the base of institutional investors, and promoting diversity among founders and investors [6][7]

Eight U.S. and Indian VC and PE giants are teaming up to fuel India's deep tech boom. https://t.co/TbNcFVblWm ...

NASDAQ: MDBH We make investments that can change lives Fourth Quarter and Full Year 2024 Results March 31, 2025 FORWARD-LOOKING STATEMENTS & DISCLOSURES This presentation contains "forward-looking statements." These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. Words such as "expect," "anticipate," "should," "believe," "hope," "target," "project," "go ...