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Daily Digest for

July 28, 2025

Nextracker launches AI and robotics business

Nextracker launches an AI and robotics business, appoints Dr. Francesco Borrelli as chief AI and robotics officer, and invested over $40 million to acquire three technologies including OnSight, SenseHawk IP, and Amir Robotics.

Union Pacific and Norfolk Southern create transcontinental railroad

Union Pacific will acquire Norfolk Southern in a stock-and-cash deal valuing Norfolk Southern at $320/share (≈$85B enterprise value), creating a combined enterprise >$250B, issuing ~225M UP shares, and targeting STB filing within six months with closing by early 2027; expected ~ $2.75B in annualized synergies.

AI Drives $6.7 Trillion Investment in Data Centers by 2030

McKinsey has announced a detailed analysis and outlook on the rapid growth and investment needs of data centers driven by AI workloads.

  • $6.7 trillion global investment in data centers is projected by 2030, with 70% driven by AI workloads; AI-ready data centers require new infrastructure including power, cooling, and electrical systems.
  • Regional challenges include power supply constraints in the US and Europe, labor shortages, and sustainability demands; opportunities exist for investors, real estate firms, and telecom operators to support data center expansion and clean energy integration.

ENEC and Samsung C&T Sign MoU to Advance Global Nuclear Energy Collaboration

The Emirates Nuclear Energy Company (ENEC) and Hyundai Engineering & Construction (Hyundai E&C) have signed a strategic Memorandum of Understanding (MoU) to explore international nuclear energy opportunities, focusing on large-scale and advanced nuclear technologies including SMRs and global infrastructure.

  • The MoU establishes a framework for knowledge sharing, project evaluation, and strategic investment, with a joint working group to identify mutual interests and support future nuclear initiatives.
  • ENEC aims to expand nuclear capacity globally, leveraging experience from the Barakah Nuclear Energy Plant, while Hyundai E&C plans to deepen cooperation based on its role as lead contractor for Barakah, supporting nuclear energy deployment aligned with IEA and IAEA projections for significant capacity growth by 2030 and 2050.
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