SEB’s Post

Germany’s competitive edge has always been built on engineering excellence. Now, “Made in Germany” must be rebooted for the era of #DeepTech. Our latest #BCG Deep Tech study, in cooperation with the BDI - Bundesverband der Deutschen Industrie e.V., shows that four deep tech fields (AI, robotics, quantum, and biotech) could generate over €8 trillion in global value by 2030. Yet Europe currently accounts for less than 10% of the world’s deep-tech unicorns, and around half of late-stage funding comes from outside the EU.  For Germany, the path forward is clear: translating scientific excellence into market impact, scaling new technologies, and reinventing its industrial powerhouse for the next era of competitiveness. ➡️ Read our full study (in German): https://lnkd.in/eKcwEJpJ  #Innovation #MadeInGermany #TechnologylLeadership Peter Leibinger  

The conversation around AI is expanding. While the cloud provides immense computational power, the next wave of intelligent transformation needs to also be happening at the edge. This is where the demand for real-time, efficient processing is driving incredible innovation. A trend reflected in Grand View Research's projection of a $66.47 billion market by 2030... That's why we are particularly proud of our collaboration with Axelera AI, one of Europe's leading AI hardware pioneers. As their manufacturing partner, we are providing our advanced 5nm foundation to help bring their revolutionary Europa AI processing units to life... This chip is engineered to deliver an unprecedented 629 TOPS, enabling a future where complex AI decisions can be made instantly and sustainably, on device. This is how we make our factories smarter, our vehicles safer, and our interactions with technology more intuitive... This is what true partnership looks like: combining visionary architecture with a trusted manufacturing bedrock to create real world impact... We are all excited to see what we will build together... https://lnkd.in/dJYKtbSb #SamsungElectronics #samsungfoundry #Axelera #collaboration #Foundry #EdgeAI #semiconductors #Innovation #AI #artificalintelligence

Over the past three years that I've attended The MedTech Conference, I've noticed a growing emphasis on #AI. This year, AI was the subject of several panel discussions, including a keynote. Big tech companies, such as Google, Microsoft and NVIDIA, also seemed to have a larger presence at the conference, which has typically focused on medical device firms. Here are some of my takeaways from last week's event: https://lnkd.in/ggSij7TF

We've raised $250M Series C, backed by Arm and Samsung, to fuel the next stage of AI infrastructure ✅Proven mass production & large-scale deployment of ATOM ✅Now scaling with REBEL-Quad, the world’s first UCIe-Advanced AI accelerator ✅A growing chiplet-based lineup designed for efficiency at scale Together with global AI chip leaders, we’re building the most efficient AI inference: https://lnkd.in/gy6BrYSu

I’m thrilled to share that Rebellions has just raised $250M in Series C, at a $1.4B valuation, backed by strategic investors including Arm and Samsung. I’m proud to have led our team at Lion X Ventures into this investment, supporting a company that is redefining AI inference infrastructure through chiplet-based architecture and ultra-efficient design to deliver breakthrough performance at lower power and cost. As foundation models continue to scale, inference will dominate compute demand, driving a multi-hundred-billion-dollar infrastructure opportunity globally. Rebellions is uniquely positioned at this inflection point, providing specialized silicon optimized for real-time inference workloads across data centers and edge environments. Huge congratulations to Sunghyun Park and the entire Rebellions team on this milestone, and to our co-investors for sharing this vision. Excited to support the team as they scale globally and power the next wave of AI deployment. Dawei Tan Daniel Kwan Irene Guo #venturecapital #AI #semiconductors #deeptech #infrastructure #startupinvestment #inference

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.

World summit to explore shared digital future for humanity On the 10th anniversary of the proposal of the idea of "building a community with a shared future in cyberspace," industry leaders and policymakers will gather at the 2025 World Internet Conference Wuzhen Summit. This year's summit, to be held from November 6 to 9 in Wuzhen, east China's Zhejiang Province, will review a decade of progress and promote broader global cooperation during a special symposium. In another key event, the Wuzhen dialogue of "Six Little Dragons," heads of cutting-edge tech firms, such as DeepSeek and Unitree Robotics, will explore AI innovation and cross-sector solutions to global challenges. Also in today's newsletter, top 10 global engineering achievements in 2025, spanning diverse fields from antibody-drug conjugates to the DeepSeek open-source large language model, as well as the latest AI product releases from Chinese innovators, including smartphone maker HONOR and AI firm iFLYTEK.

Did Cerebras Systems Founder just declare war on slow AI? I chatted with Andrew Feldman, Cerebras’ Founder&CEO at GITEX GLOBAL Largest Tech & Startup Show in the World in Dubai 🇦🇪 and now I’m convinced we’re witnessing a once-in-a-decade shift in the AI race. Cerebras Systems claims to be the fastest AI infrastructure, 20x faster, than NVIDIA, just raised $1.1 BILLION Series G round at a massive $8.1B valuation, with major partner G42 driving a Middle East-first vision—$1.43B in committed future orders, 87% revenue share in H1 2024 alone! ▪️Supports up to 100 trillion parameter models. Already powers Meta’s Llama API, Hugging Face, OpenRouter, Notion, GSK, Mayo Clinic & more. ▪️Real-time impact: Drug discovery, medical research, enterprise search—speed & scale changing what’s possible. ▪️#1 on Hugging Face for inference—5M+ monthly requests! Will ultra-fast wafer-scale AI become the infrastructure for the next decade? Is Nvidia’s reign finally under threat? Tell me your predictions!

Attending the first NVIDIA AI Day in Australia this week with Aaron Quigley, an inspiring gathering of senior AI leaders, innovators, and visionaries shaping Australia’s AI future. At CSIRO, our Embodied AI Cluster research is driving the next wave of intelligent systems that can learn, reason, and act safely in complex physical environments, from energy and environment to critical infrastructure. We’re seeing this shift firsthand: data centres are becoming AI factories, and together with our partners, we’ve built the first CSIRO’s AI Factory at the Edge, powering the next generation of embodied intelligence.

In a strategic partnership, New Mexico State University and a Japanese technology company will build an innovation hub in southern New Mexico focused on AI, edge computing and other advanced tech — strengthening the region’s role in research and development. 🔗 https://lnkd.in/gHtmsrXq