0
Deep & Emerging Tech·August 26, 2026·1 min read

87% of German companies were attacked last year, and Russia has caught up with China

Share

When 87% of German companies report data theft, espionage, or sabotage, cyber risk is now a base rate, not an edge case. Treat AI models, training data, and agent infrastructure as prime espionage targets and align your security posture with that reality.

Deep & Emerging Tech

Getting Harder for Nvidia to Compete, Says Seaport’s Goldberg

When public-market analysts say there’s “more that can go wrong than right” for Nvidia, they’re really talking about how fragile the AI capex boom is to any wobble in demand, pricing, or supply. If you’re planning multi-year GPU-heavy bets, bake in scenarios where unit economics improve slower than expected and alternative accelerators gain share faster than your current roadmap assumes.