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Schneider Electric Announces New Reference Designs, Featuring Integrat...
Schneider Electric Announces New Reference Designs, Featuring Integrated Power Management and Liquid Cooling Controls, Supporting NVIDIA Mission Control and NVIDIA GB300 NVL72 •Industry-first AI infrastructure reference design with controls provides a seamless OT/IT interoperability with NVIDIA Mission Control and enterprise applications•New NVIDIA GB300 NVL72 power and cooling reference design, co-engineered with NVIDIA supports deployment of next-generation Blackwell GPUs•Both new reference designs enable data center operators to accelerate the deployment of AI infrastructure for AI fact...
- Emira Sagaama
- Hela Zarrouk
- Oliver Metzger
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- Emira Sagaama
- Hela Zarrouk
- Oliver Metzger
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- Jean Danjou
- Jean Danjou
EssilorLuxottica: Le partenariat EssilorLuxottica et Meta se poursuit ...
EssilorLuxottica: Le partenariat EssilorLuxottica et Meta se poursuit avec de nouvelles lunettes avec IA qui préfigurent le futur Le partenariat EssilorLuxottica et Meta se poursuitavec de nouvelles lunettes avec IA qui préfigurent le futur Les deux groupes élargissent leur gamme de « wearables » avec de nouveaux produits dévoilés lors de Meta Connect Paris, France et Menlo Park, Californie (18 septembre 2025) – Lors de l’événement Meta Connect, EssilorLuxottica et Meta Platforms ont illustré l'évolution de leur partenariat en dévoilant la nouvelle génération de lunettes avec IA. Poursuiv...
EssilorLuxottica: EssilorLuxottica and Meta build on their successful ...
EssilorLuxottica: EssilorLuxottica and Meta build on their successful partnership with new AI glasses that offer a glimpse into the future EssilorLuxottica and Meta build on their successful partnershipwith new AI glasses that offer a glimpse into the future The two companies continue to grow their wearables lineupwith new products revealed at Meta Connect Paris, France and Menlo Park, California (18 September 2025) – EssilorLuxottica and Meta Platforms, Inc. showcased the evolution of their celebrated partnership at Meta Connect, where they unveiled the next generation of AI glasses. Exp...
EssilorLuxottica: EssilorLuxottica e Meta rafforzano la loro collabora...
EssilorLuxottica: EssilorLuxottica e Meta rafforzano la loro collaborazione con nuovi AI Glasses che guardano sempre più al futuro EssilorLuxottica e Meta rafforzano la loro collaborazionecon nuovi AI Glasses che guardano sempre più al futuro Le due aziende continuano a scrivere assieme la storia dei wearablecon i nuovi prodotti annunciati al Meta Connect Parigi, Francia e Menlo Park, California (18 settembre 2025) – EssilorLuxottica e Meta Platforms, Inc. celebrano l’evoluzione della loro partnership in occasione dell’evento annuale Meta Connect con il lancio della nuova generazione di A...
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- Delphine Brault
- Nathan Mietlicki
Schneider Electric : It's not just about data centers!
With an average organic revenue growth of >7.5% a year and a 190bp improvement in the adjusted EBITA margin by 2028, the group has a best-in-class growth profile. We do not believe that demand for data centers will decline between now and 2030, although it should normalise. We estimate that data centers will contribute just 35% of this growth in revenue, and that other segments are attractive (software, services, infrastructure). Outperform rating confirmed, target price lifted to € 274 (from € ...
- Delphine Brault
- Nathan Mietlicki
Schneider Electric : Pas seulement une histoire liée aux datacenters !
Avec une croissance organique du CA > 7.5% par an en moyenne et 190 pb d’amélioration de marge d’EBITA ajusté d’ici 2028e, le groupe présente un profil de croissance de best-in class. Nous ne croyons pas à un retournement de la demande des datacenters d’ici 2030, cette dernière devant cependant se normaliser. Nous estimons que les datacenters ne contribueront qu’à hauteur de 35% à cette croissance de CA et que d’autres segments sont attractifs (software, services, infrastructures). Surperformanc...
- Bruno Cavalier
- Olfa Taamallah
- Yan Derocles
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Daimler Truck : Sustainability Weekly 8 - 12 September 2025
Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
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- Jean Danjou
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