ALL IN 2025: AI Trends and Partnerships

🚀 Big week for AI across the US, UK, Canada, and France Exciting developments shaping the global AI landscape, while we at EnliteAI are making critical infrastructure projects --> Smarter, Safer, Stronger 🇺🇸 United States The US and UK signed a £31 billion Tech Prosperity Deal to deepen collaboration in AI, quantum, and cloud infrastructure. Washington, D.C. has now become the nation’s leader in AI adoption, with professionals making heavy use of tools like Anthropic’s Claude. 🇨🇦 Canada Toronto-based unicorn Cohere is expanding into Europe with a new Paris office, signaling its ambition to compete directly with European leaders like Mistral. 🇬🇧 United Kingdom As part of the Tech Prosperity Deal, Microsoft, Google, and NVIDIA announced major new UK investments in AI infrastructure. Google alone will invest £5 billion in a new datacenter and AI research hub, creating thousands of new jobs and boosting the UK’s AI ecosystem. 🇫🇷 France With Cohere choosing Paris for its European expansion, France continues to strengthen its position as a European AI hub, aligned with Macron’s push for digital sovereignty. 🌍 These moves show how AI is no longer a “regional story” — it’s a global race where policy, investment, and talent are converging across borders. 👉 Which of these announcements do you think will have the biggest long-term impact? 👀 Clemens Wasner Matthias Seiderer Donatella Anna Ancutici Eduard Gringinger Andreas Perotti Bernhard Reiterer Sahebeh D.

𝗨𝗞-𝗨𝗦 £𝟯𝟭 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗧𝗲𝗰𝗵 𝗗𝗲𝗮𝗹: 𝗔 𝗦𝗶𝗴𝗻𝗮𝗹 𝗪𝗲 𝗦𝗵𝗼𝘂𝗹𝗱 𝗔𝗹𝗹 𝗕𝗲 𝗪𝗮𝘁𝗰𝗵𝗶𝗻𝗴 💸 The headlines say it all: the UK and U.S. have just signed the Tech Prosperity Deal, committing £31 billion to fuel advances in AI, quantum, and infrastructure. Microsoft, NVIDIA, Google, OpenAI, and others are all involved. An actual who’s who of the global tech stage. This isn’t just about money. It’s about momentum. It shows us where the next era of AI is headed: away from isolated pilots and towards massive, scalable ecosystems powered by infrastructure, compute, and cross-border collaboration. Here’s what stands out: 🔹 Quantum isn’t fringe anymore. It’s moving into the mainstream of enterprise planning. 🔹 Data centres are the new battleground. Access to compute will define winners and laggards. 🔹 Governments are setting the pace. That means businesses will need to keep up not just technologically, but in governance, compliance, and resilience. For enterprises outside the UK and U.S., this raises some tough questions: Will you have access to the same capabilities, or will geography dictate advantage? Is your infrastructure ready to scale when demand for AI capacity surges? And most importantly: are you preparing for resilience, not just speed? At Invenci, we see this pact as a reminder that the foundations matter most. Models, tools, and use cases will come and go, but infrastructure, governance, and resilience will define long-term success. If this caught your attention, it’s worth diving deeper. 👉 Check out the full report from 𝘛𝘩𝘦 𝘘𝘶𝘢𝘯𝘵𝘶𝘮 𝘐𝘯𝘴𝘪𝘥𝘦𝘳 here: https://lnkd.in/d5ZtBMyE

Introducing our latest sector deep-dive from IPO CLUB’s America2030 Fund: the AI-Infrastructure Report, a top-bottom analysis of the global mega-trend shaping the next decade. The U.S. dominates this space—now powering nearly half the world’s data center capacity. Surging investment from tech titans and semiconductor leaders (think Amazon Web Services (AWS), Microsoft, Google, Meta) is driving record-breaking expansion. Demand for generative AI, accelerated cloud migration, and next-gen chips has made AI infrastructure the defining growth engine of our era. Our research reveals:  • Nearly $7 trillion projected in global data center investment by 2030.  • U.S. share of global AI capacity growing to over 40%.  • Structural risks: grid constraints, chip shortages, and soaring power/water needs shift from theory to boardroom reality. Where are the opportunities? Despite mounting resource challenges, backing innovative startups, hyperscalers, and semiconductor leaders remains as compelling as ever. With AI workloads set to double again by 2027, the race is on for infrastructure scale—and strategic capital. Curious about the full analysis? DM for the full report or connect to discuss how infrastructure is the backbone of the AI future. Current Pipeline of America2030: Lightmatter, Groq, @SambaNova, Armada, Lambda, Cerebras Systems, Cohere, Rebellions, d-Matrix, PsiQuantum, TensorWave, Together AI, Nexla, xAI, Perplexity, OpenAI, Crusoe, SiFive, Mistral AI #AIinfrastructure #DataCenters #VentureCapital #America2030 #IPOCLUB #AI #CloudComputing #TechTrends Ally LaTourelle Whitney, Esq., Jordan Yip, MS, Eva Cassman, Maksim Sonin, PhD FEI, Zaheer Ali, Frederik Zarghetta

Today, we changed the game for Canadian AI forever. TELUS has officially opened Canada's first fully Sovereign AI Factory which is live and operational in Rimouski, Quebec. For years, we've watched brilliant Canadian minds create breakthrough innovations on borrowed platforms, sending our most valuable data across borders. Today, that changes. Today, we’re igniting a new era of AI-driven economic growth for our nation. It was an honour to have Minister Evan Solomon join us at today's announcement at #ALLIN2025 in Montreal, demonstrating the strong government support for Canadian AI sovereignty and accelerating our country’s AI future. True sovereignty means controlling every layer of your AI stack – from the infrastructure, to storage, to chips, to software to data. When Canadian healthcare companies develop life-saving diagnostics, when our fintechs revolutionize financial services, when our researchers push boundaries – it all happens on Canadian foundations, under Canadian control, for Canadian benefit. Powered by NVIDIA’s industry-leading GPUs and Hewlett Packard Enterprise’s state-of-the-art computing infrastructure, the TELUS Sovereign AI Factory delivers end-to-end AI capabilities for Canadian businesses, researchers and public institutions so they can build new AI models, customize them to Canadian needs and deploy them to solve real-world problems. The future belongs to those who create it. Today, we're ensuring it's created in Canada. 🚀

Huge news for businesses and the AI community in 🇨🇦 as TELUS launches the first sovereign AI factory! With tectonic geopolitical shifts underway almost daily, it's never been more important for Canadian data to stay resident in Canada.

TELUS has opened what it calls Canada’s first fully sovereign AI factory in Rimouski, Quebec. The company says it is “100 percent Canadian controlled and operated” and aims to “safeguard our data, protect our sovereignty and empower our economy.” It is powered by NVIDIA GPUs, Hewlett Packard Enterprise systems, and runs on 99 percent renewable energy. The move strengthens Canadian control over data and infrastructure, but full sovereignty remains aspirational. TELUS does not design chips or operating systems, and global supply chains still underpin much of the stack. Still, it is a meaningful step toward building AI infrastructure on Canadian soil and asserting greater control over where and how Canadian innovation runs. #AI #Canada #DigitalSovereignty #Innovation #Technology

Over the past few months, I’ve been watching how quickly AI has shifted from a technology story to an economic one. The numbers now make that shift hard to ignore. 𝗧𝗵𝗲 𝗔𝗜 𝗕𝗼𝗼𝗺 𝗜𝘀 𝗡𝗼 𝗟𝗼𝗻𝗴𝗲𝗿 𝗮 𝗦𝗶𝗱𝗲 𝗦𝘁𝗼𝗿𝘆 — 𝗜𝘁 𝗜𝘀 𝘁𝗵𝗲 𝗨.𝗦. 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 According to the Financial Times, around 40% of U.S. GDP growth in 2025 now comes directly from the AI economy — and AI-related firms account for roughly 80% of this year’s stock market gains (FT, Oct 2025). AI has moved beyond a technology trend; it has become the central engine of economic growth. What began as an innovation race has evolved into an industrial system where models, compute capacity, and capital investment reinforce one another. The FT also describes how partnerships between OpenAI, Nvidia, AMD, and Oracle are 𝗿𝗲𝗱𝗲𝗳𝗶𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆’𝘀 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 (FT, Oct 2025). Hardware, foundation models, and enterprise platforms are now deeply interconnected — forming an “AI infrastructure stack” that determines who controls access to compute and data at scale. For Europe, this is both a challenge and an opening. The U.S. leads in capital formation and scale, but 𝗘𝘂𝗿𝗼𝗽𝗲 𝗿𝗲𝘁𝗮𝗶𝗻𝘀 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝘀 𝗶𝗻 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻, 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗮𝗽𝗽𝗹𝗶𝗲𝗱 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵. As the Frankfurter Allgemeine Zeitung observed, “the human oversight of artificial intelligence will become a critical new field of work” (FAZ, Oct 2025). 𝗔𝗜 𝘄𝗶𝗹𝗹 𝗻𝗼𝘁 𝘀𝗶𝗺𝗽𝗹𝘆 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝘁𝗮𝘀𝗸𝘀 — it will also create new forms of qualified labor, particularly in supervision, governance, and trust. The opportunity for Europe lies in turning those capabilities into competitive advantage.

RBC Capital Markets was honored to speak at last week's ALL IN Canada alongside NVIDIA, showcasing our collaborative work building enterprise-grade AI agents with Aiden. At RBC, we're investing significantly in AI's potential to create more value for clients, and our strategic partnership with NVIDIA exemplifies this commitment to innovation at scale. Our AI capabilities are built on more than a decade of strategic investments in internal talent, model development and data organization, giving us a strong foundation for continued leadership in this rapidly evolving space.   Our AI and Digital Innovation team is driving our end-to-end AI strategy across the firm, working seamlessly with RBC Borealis, our business lines, technology teams and the broader bank to deliver tangible client and commercial outcomes. Our strategy centers on building a responsible, client-first innovation model, creating a scalable foundation, augmenting our people with AI capabilities and empowering business-led innovation that transforms how we serve our clients.   AI is advancing faster than many predicted, redefining what's possible for businesses across sectors including financial services. At RBC, we believe this technological revolution is opening new opportunities for our colleagues and significantly enhancing the value we can create for our clients.   Watch Endri Mani discuss how a suite of AI agents – customized with NVIDIA NeMo agent lifecycle tools and deployed using NVIDIA NIM microservices – are helping to transform research at RBC Capital Markets in his panel at ALL IN: https://lnkd.in/d3iuZK63

🇨🇦 All In on AI Conference 2025 We’re in for a big year ahead! Just wrapped up an incredible two days at the All In on AI conference in Montreal last week! The energy around Canada's AI ecosystem is palpable, with a clear focus on strengthening digital sovereignty and accelerating enterprise AI adoption. 🎉 A couple of highlights: Minister of Artificial Intelligence, Evan Solomon, championed the core theme of "digital sovereignty," emphasizing the need for Canada to develop and control its own AI, ensuring it reflects local values and maintains data residency. He stressed that we cannot afford to outsource our digital intelligence. A “refreshed" Canadian AI Strategy will be tabled later this year—ahead of schedule—to keep pace with rapid advancements. To drive this national strategy, a new AI Strategy Task Force is being created, uniting top minds from industry, academia, and civil society to chart the path forward. 🇨🇦 A major focus at the conference was on building sovereign capacity through powerful public-private collaborations. Excited to see the strong alliance between Bell and Cohere, whose enterprise-focused LLMs and "North" agentic AI platform are being integrated into Bell AI Fabric, providing secure, full-stack AI solutions for government and enterprise customers. Further cementing this effort, BUZZ HPC announced their partnership to provide the foundational hardware layer: large-scale, sovereign NVIDIA GPU clusters integrated with Bell AI Fabric to support AI model training and development entirely within Canadian facilities. 🌐 At Dell Canada, we are laser-focused on contributing to the enterprise and sovereign AI discussion. The critical need for a modern, scalable IT infrastructure to support the coming wave of AI adoption is inevitable, and we are strategically positioned to deliver end-to-end data center solutions required for businesses to move from pilot projects to production-scale AI. 💻 Of course, our commitment to Responsible AI Adoption is as strong as ever, aligning with the government plans to modernize privacy laws to include protections against deepfakes and scams, setting clear standards for data use to foster public trust alongside innovation. 🛡️ The message is clear: Canada is All In on building a secure, resilient, and AI-powered economy and we are here for it! #AI #ArtificialIntelligence #CanadaAI #DigitalSovereignty #AllIn2025 #MontrealTech #Innovation #iwork4Dell

Europe’s AI sector is entering a scale-up phase, anchored by a new generation of billion-dollar companies. Mistral and Helsing, both valued near $14B, lead in models and defense. Nebius, with its $19B Microsoft deal, and Nscale, backed by Nvidia, expand Europe’s data-center capacity. DeepL, Lovable, and Black Forest Labs strengthen applied AI through translation, coding, and imaging. This emerging ecosystem signals a maturing AI stack across models, infrastructure, and applications. Yet most growth still depends on partnerships and global capital rather than domestic scale. Europe’s challenge now is converting strong technical talent and R&D depth into sustainable AI businesses that can compete globally.