Latest news with #France2030
Business Insider
25-06-2025
- Business
- Business Insider
Why Nvidia's (NVDA) Stock Boom Doesn't End Here
It's hard to call Nvidia (NVDA) cheap, but its long-term growth potential may justify the premium. Sometimes, paying up is the cost of elite returns, and with Nvidia expanding into the sovereign AI market, including large-scale national computing clusters, the runway looks even longer. Europe, in particular, offers compelling growth prospects, and I remain bullish on the stock's future. Confident Investing Starts Here: The stock has barely kept pace with the S&P 500 so far this year, posting a 1.8% comparative gain, which indicates sluggish performance. However, as you'll soon notice, NVDA has a significantly better record over the past three years. Moreover, NVDA may even be on the receiving end of European-based catalysts on the horizon. Europe and the UK's Big Bet on AI Europe is rapidly scaling its AI capabilities, and Nvidia is positioned at the center of this transformation. France's €100 billion France 2030 plan includes the €8.5 billion Paris AI supercomputing campus, driven by a partnership between Nvidia, Mistral AI, and Bpifrance. Meanwhile, Germany's Digital Strategy 2025 is accelerating AI investment, with its upcoming Blue Lion supercomputer set to run on Nvidia's Vera Rubin GPUs, following Jupiter—the continent's first exascale system, also powered by Nvidia. In the UK, the National AI Research Resource has committed £300 million through 2025, while Bristol's Isambard-AI supercomputer features 5,000 Nvidia GH200 chips. EU-wide, the Digital Europe Programme targets €20 billion annually in AI funding, putting cumulative sovereign AI and data center investment on track to exceed €200 billion by 2030, all of which signals long-term opportunities for Nvidia. All of the above add up to a strong bullish outlook for NVDA, building upon the already aggressive expansion in the U.S. market, which includes a $500 billion investment in the Stargate initiative. Realistically, Nvidia will likely capture a significant share of the global sovereign GPU/cloud market, thanks to its dominant 80-90% market position in GPUs. Although NVDA's stock performance has barely caught up to broader benchmarks year-to-date, a 3-year horizon reveals that NVDA shareholders have little to complain about with a 700%+ outperformance over the S&P 500 (SPX). Nvidia's CEO, Jensen Huang, has mentioned that sovereign AI demand is diversifying revenue away from Big Tech companies and boosting long-term visibility. Combined with the looming growth opportunity in robotics, I believe there are numerous reasons to remain long-term bullish on Nvidia. Nvidia's Premium Is Justified by Market Leadership Nvidia is likely to grow its earnings per share at a compound annual growth rate of approximately 30% over the next three years, before facing the risk of a cyclical pullback. This is remarkably strong when compared to the consensus of 15% for the sector. This helps to illustrate why Nvidia deserves its premium P/E GAAP ratio of 46, compared to the sector's average of 28. Ironically, based solely on these metrics, Nvidia could be deemed somewhat undervalued. Technically, the stock exhibits bullish momentum, but it doesn't appear overvalued because of the unique monopoly status the company enjoys. At a 14-week Relative Strength Index value of 60, the stock remains within the optimal range for buying, even though it's trading above the 50-week moving average in price. Robotics is the Next Frontier for NVDA With the robotics market projected to reach about $160-260 billion by 2030, Nvidia will be enjoying massive growth in the AI compute portion of the opportunity. Within a decade, robotics could offer Nvidia a multi-billion-dollar incremental annual revenue stream, not dissimilar from the AI data center growth trajectory we're currently witnessing. Also, Nvidia's recurring revenue prospects from software and cloud-based simulation services for robotics add major further (and sustainable) upside. Examining NVDA's earnings and revenues in more detail reveals a concerted revenue acceleration as of Q4 2023. That said, it's worth bearing in mind that Tesla (TSLA) and others will be dominating the robotics market with vertically integrated solutions. But Nvidia is strategically positioned as the robotics 'arms dealer,' enabling robot builders rather than competing directly with end products. What excites me most about the robotics opportunity for companies like Nvidia is its unpredictability, much like the early days of AI. At first, there were only hints of its potential, and then it exploded. I believe we're in the early stages of a similar story with robotics. When the moment arrives, it won't be gradual—it'll be a breakthrough. That's a wave I want to be riding, which is why I hold both Nvidia and Tesla in my portfolio. Is Nvidia stock a Buy, Sell, or Hold? On Wall Street, Nvidia has a consensus Strong Buy rating, based on 35 Buys, four Holds, and one Sell ratings over the past three months. The average NVDA stock price target is $173.19, indicating an 18% upside potential over the next 12 months. This is a strong outlook, and I've personally set a take-profit at $200, which I'll reassess around $175 to see how cyclical dynamics are evolving. I'm growing increasingly confident that Nvidia won't face a cliff as it expands into the robotics and sovereign AI opportunities. Nvidia's AI-Powered Uptrend is Far from Over Some may argue that Nvidia's growth is decelerating and use that as a reason for caution, especially given its premium valuation. But that view overlooks the broader picture. While growth may be moderating, it remains strong and is underpinned by long-term opportunities in areas like robotics and sovereign AI. I remain bullish and invested, keeping a close eye on Jensen Huang's leadership as a guide for navigating what's next with Nvidia.
Zawya
19-06-2025
- Business
- Zawya
French cultural and creative industry leaders embark on ICC Immersion 2025 in South Africa
The French Institute of South Africa (IFAS) and Business France South Africa and Southern Africa are proud to announce the launch of ICC Immersion South Africa 2025, a dynamic initiative supporting French companies in the cultural and creative industries (Industries Culturelles et Créatives – ICC) ) as they explore partnerships and opportunities in South Africa's thriving creative economy. Launched in 2022 under the France 2030 plan, ICC Immersion is co-ordinated by the French General Secretariat for Investment (Secrétariat Général pour l'Investissement ) and driven by the French Institute and Business France headquarters in Paris, with support from the Banque des Territoires, the Ministry of Culture, and the Ministry of Europe and Foreign Affairs. ICC Immersion has been successfully run in over a dozen countries, including Australia, Canada, South Korea, Saudi Arabia, Taiwan and the UK. The 2025 edition is implemented by IFAS and Business France in Johannesburg. Strengthening French-South African relations ICC Immersion offers a unique opportunity to strengthen bilateral cultural ties while shining a spotlight on local talent, institutions, and innovation to a global network. By connecting French creatives and organisations with South African counterparts, the program stimulates knowledge exchange, co-creation, and potential investment in the cultural economy. It also opens doors for long-term collaboration in sectors ranging from fashion and architecture to heritage preservation and digital media. His Excellency Mr David Martinon, French Ambassador to South Africa, Lesotho, and Malawi, stated: 'ICC Immersion 2025 underscores France's focus on cultural diplomacy and creative entrepreneurship in South Africa and beyond. With a long-standing partnership across sectors, the programme highlights the mutual value of creative collaboration.' Meet the 2025 delegation from France This year's participating companies reflect the diversity and innovation of France's cultural and creative sectors: ALLEGRIA is a veteran event communications and business tourism agency known for immersive and monumental projections, producing lifestyle and cultural events for up to 180,000 attendees. Atrack (Beam for Music) helps artists and music publishers optimise royalty tracking and revenue recovery through advanced technology and data visualisation tools. Agence Culturelle PLUS (Reunion Island) is a cultural think tank facilitating dialogue between arts, heritage, and people, while revitalising traditional mediation tools through site-specific projects and festivals. Culturespaces manages 14 renowned cultural and heritage sites including the Atelier des Lumières in Paris, offering immersive exhibitions and audiovisual experiences across France and abroad. Fabrik & Moi (Reunion Island) is a high-end fashion brand focused on ethical and sustainable textile innovation, with a CSR-led project that transforms used fabrics into luxury pieces—featured most recently at Paris Fashion Week. France Muséums Développement provides strategic consulting for major museum projects globally, leveraging the expertise of leading French museums to foster cultural impact and audience engagement. Jakob + MacFarlane is a cutting-edge architecture and urban design firm known for socially committed, environmentally innovative projects across sectors—from museums and theatres to housing and research labs. Memorist brings together five French heritage firms to offer services in conservation, restoration, digitisation, and promotion of tangible and intangible cultural assets worldwide. SoundBirth is the first French startup to deliver an all-in-one mobile platform for artists, combining global music distribution, social media promotion, and AI-powered career support. ICC Immersion 2025 highlights The ICC Immersion programme began in April 2025 with an online immersion phase featuring market insight sessions and expert-led discussions. From 23 June to 2 July 2025, participants will take part in a 10-day physical immersion across Johannesburg, Pretoria, and Cape Town, including B2B meetings, site visits, and high-level networking events. A highlight of the programme will be the ICC Forum, to be held on 25 June 2025 at the French Residence, which is designed to deepen dialogue and foster networking opportunities between French and South African creatives and businesses. For more information about ICC Immersion South Africa 2025, visit:
Kuwait Times
18-06-2025
- Business
- Kuwait Times
France eyes deeper ties with Kuwait at Gulf Vision 2025
PARIS: The third edition of the Gulf Vision 2025 conference officially opened Tuesday in Paris, bringing together officials from Gulf and French governments, alongside business leaders, innovators, and policymakers. The event, held under the patronage of French President Emmanuel Macron, aims to usher in 'a new era of cooperation' between France and the Gulf Cooperation Council (GCC) states, with Kuwait actively participating through its Embassy in France. Organized by Business France, the two-day forum is themed 'From Ambitious Visions to Tangible Impact: A New Era of Cooperation.' It serves as a strategic platform to deepen economic ties in the face of global economic transformations and mutual efforts to build more integrated, diversified economies. Kuwait plays a natural strategic role in this context, said Axel Baroux, Business France's Director for the Near and Middle East, in an interview with KUNA. He noted that Kuwait Vision 2035 aligns closely with France's 2030 Roadmap, highlighting the potential for joint economic transformation. 'The 2025 edition represents a turning point in economic relations between France and the GCC,' he said. 'By linking France 2030 with Gulf visions and transforming dialogue into concrete cooperation and actionable projects.' Baroux emphasized that the event offers direct access for French companies to GCC decision-makers and vice versa, paving the way for long-term, high-impact partnerships. The idea 'is to turn networking into contracts,' he added. The conference also aims to 'serve as a bridge for Gulf capital, including from Kuwait, into Europe.' A growing economic relationship According to Baroux, France is currently Kuwait's top European investor and the eighth globally, with major roles in energy, infrastructure, and transport. More than 50 percent of European companies operating in Kuwait are French, collectively employing over 2,100 people. He added that cooperation is expanding into sectors like healthcare, education, services, and green technology, all of which align with Kuwait's economic diversification goals. France is Kuwait's fourth-largest customer and tenth-largest supplier. The conference's agenda reflects shared priorities, including renewable energy, artificial intelligence, sustainable agriculture, smart infrastructure, and education. Top French officials attended the conference's opening ceremony, including Laurent Saint-Martin, Minister Delegate for Foreign Trade, former Foreign Minister Jean-Yves Le Drian, and Pascal Cagni, Chairman of the board of Business France. They highlighted the growing need for joint action in energy transition, AI, healthcare, and talent development. Kuwait projects in focus For Kuwaiti stakeholders, the event spotlights development opportunities in areas such as airports, ports, solar energy, recycling, AI, vocational education, and smart agriculture. Baroux highlighted health as a sector where France can play a transformative role. 'Kuwait's health sector accounts for 5.1 percent of its GDP and has seen major investments in infrastructure, prevention, and treatment—areas where France has strong technical and industrial expertise,' he said. Baroux added that Business France provides Kuwaiti companies with specialized advisors to support entry into the French market, offering legal and financial consultation, matchmaking, and links to research centers. Baroux concluded with an invitation to Kuwaiti investors and decision-makers, encouraging them to join 'the ambitious and open economic dialogue' offered by Gulf Vision 2025. 'France is committed to long-term partnerships grounded in innovation and shared development,' he said.
Yahoo
17-06-2025
- Business
- Yahoo
Winner of the 'Biotherapies and Bioproduction' call for projects under the France 2030 plan, EVerZom receives €3 million in government funding to industrialize its exosome bioproduction technology
Winner of the 'Biotherapies and Bioproduction' call for projects under the France 2030 plan, EVerZom receives €3 million in government funding to industrialize its exosome bioproduction technology Paris, June 17, 2025 – EVerZom, a French biopharmaceutical company pioneering exosome-based therapies for regenerative medicine applications, has announced it has received €3 million in funding as part of the France 2030 plan, through the 'Biotherapies and Bioproduction of Innovative Therapies' call for projects, operated by Bpifrance on behalf of the French government. This financial support will enable the company to accelerate the industrialization of its exosome bioproduction platform to develop its proprietary and co-developed drug candidates. Accelerating the transition to late-stage clinical production and commercialization This funding marks a key step in the company's industrial scale-up. It will notably allow for the scale-up of its exosome bioproduction technology in 50L GMP bioreactors, reaching a production level compatible with late-stage clinical phases and market launch. 'The French government 's support through the France 2030 'Biotherapies and Bioproduction' call is a strong recognition of our technology and industrial ambition. Thanks to this funding, we will secure a robust and scalable bioproduction process, which is essential to advance through late-stage clinical phases and prepare the market entry of our future proprietary or co-developed treatments,' said Jeanne Volatron, CEO of EVerZom. Exosomes at the heart of the development of promising new biotherapies Exosomes are tiny biological vesicles (30 to 150 nanometers) naturally secreted by cells. They play a key role in intercellular communication, transporting proteins, messenger RNAs, and other functional biomolecules between cells. EVerZom leverages exosomes derived from mesenchymal stem cells, known for their regenerative and immunomodulatory properties. Compared to the cells themselves, exosomes offer numerous advantages: increased stability, reduced variability, enhanced patient safety, and simplified logistics (direct hospital storage and immediate availability). EVerGel, EVerZom's first drug candidate for Crohn's disease EVerZom's flagship program, EVerGel, combines exosomes with an innovative hydrogel biomaterial, enabling prolonged release at the site of complex perianal fistulas—a debilitating condition associated with Crohn's disease that affects nearly 2 million patients worldwide. Initial preclinical results are highly promising: in a porcine model close to the human condition, EVerGel achieved complete healing in 87.5% of cases after 4 weeks, compared to just 12.5% in the control group. Thanks to these results, the drug candidate could enter clinical trials as early as 2026, with a target commercialization date for 2030. High potential far beyond the targeted indications Ultimately, the potential of exosome therapies to regenerate tissue and modulate inflammatory processes opens the door to new applications in a variety of fields, including neurodegenerative diseases, age-related disorders, and regenerative cosmetics. In this context, EVerZom has established around twenty global partnerships with players in human health, animal health, and cosmetics. Press contact : Florence Portejoie, FP2COM, 06 07 76 82 83, fportejoie@ About EVerZom Founded in 2019, EVerZom develops exosome-based treatments derived from mesenchymal stem cells, combined with biomaterials for targeted applications. With a proprietary technology for the production and purification of exosomes, EVerZom aims to address unmet medical needs in chronic inflammatory and degenerative diseases. The company relies on cutting-edge scientific expertise, a network of industrial and academic partners, and a development model focused on pharmaceutical quality and industrialization. This €3 million funding is part of the France 2030 plan, a French government initiative endowed with €54 billion to support breakthrough innovations and the emergence of technology champions in strategic sectors such as biotechnology. About France 2030 ✔ Embodies a dual ambition: to sustainably transform key sectors of our economy (health, energy, automotive, aerospace, and space) through technological innovation, and to position France not just as a player but as a leader in the world of tomorrow. From basic research to the emergence of an idea through to the production of a new product or service, France 2030 supports the entire innovation lifecycle up to industrialization. ✔ Is unprecedented in its scope: €54 billion are being invested to help our companies, universities, and research organizations successfully transition in these strategic sectors. The goal is to enable them to competitively tackle ecological and attractiveness challenges and foster the emergence of future leaders in our fields of excellence. France 2030 has two transversal objectives: dedicating 50% of its spending to the decarbonization of the economy and 50% to emerging players carrying innovations that are not harmful to the environment (in line with the Do No Significant Harm principle). ✔ Is implemented collectively: designed and deployed in consultation with economic, academic, local, and European stakeholders to determine strategic orientations and flagship actions. Project leaders are invited to submit their applications through open, rigorous, and selective procedures to benefit from State support. ✔ Is managed by the General Secretariat for Investment on behalf of the Prime Minister and implemented by the French Environment and Energy Management Agency (ADEME), the National Research Agency (ANR), Bpifrance, and the Banque des Territoires. More information: | @SGPI_avenir About the 'Innovations in Biotherapies and Bioproduction' call for projects The 'Innovations in Biotherapies and Bioproduction' call for projects is a support mechanism within the framework of the 'Biotherapies and Bioproduction of Innovative Therapies' acceleration strategy of France 2030, led by the Health Innovation Agency within the General Secretariat for Investment. Its objective is to catalyze and sustain excellence in biotherapy research by accelerating technology transfer and ensuring a constant flow of innovations from bench to bedside. About Bpifrance Bpifrance finances businesses at every stage of their development with loans, guarantees, and equity. It supports their innovation and international projects. Bpifrance also backs their export activities through a broad range of products. Advisory services, training, networking, and acceleration programs for startups, SMEs, and mid-caps are also part of the offering. Thanks to Bpifrance and its 50 regional offices, entrepreneurs benefit from a close, single, and efficient contact to support them and help them meet their challenges. More information: - - Follow us on X (formerly Twitter): @Bpifrance - @BpifrancePresse and on LinkedIn Attachment Everzom_PR_Winner_France_2030_VDEF
Business Wire
28-05-2025
- Business
- Business Wire
ABIONYX Pharma Provides an Update on Its Activity and Cash Position for the 1 st Quarter 2025
TOULOUSE, France & LAKELAND, Mich.--(BUSINESS WIRE)--Regulatory News: ABIONYX Pharma (FR0012616852 - ABNX - PEA PME eligible), a new generation biotech company dedicated to the discovery and development of innovative therapies based on the world's only natural recombinant apoA-I, today provides an update on its activity and cash position as of March 31, 2025. Selected financial information (IFRS) ABIONYX Pharma recorded consolidated quarterly sales of nearly €1 million in Q1 2025, down on Q1 2024. This decline is cyclical and reflects a wait-and-see attitude on the part of customers in the context of uncertain US customs policy. In the business dedicated to the discovery and development of innovative therapies designed to improve patients' lives, the Company generated no sales in the quarter, as ABIONYX Pharma continues to provide its bioproduct free of charge in the context of compassionate access applications. As at March 31, 2025, the Company had cash and cash equivalents of nearly €4.1 million, before receipt of the estimated €1.08 million Research Tax Credit and after receipt of the first €2.17 million tranche of France 2030 funding. R&D update and anticipated key milestones: Concerning the rare disease known as 'LCAT Deficiency' (Lecithin Cholesterol Acyl-Transferase deficiency or Norum disease), the Company continues to receive new requests for Compassionate Access Authorization (CAA) for recombinant apoA-I, CER-001, from several hospitals around the world. Last May, ABIONYX Pharma sent the European Medicines Agency (EMA) the clinical results of treated patients, with a view to continuing discussions and obtaining feedback for a future application for Compassionate Access. With regard to sepsis, ABIONYX Pharma is pursuing its strategic plan to find a strategic partner for its biomedicine. About ABIONYX Pharma ABIONYX Pharma is a next-generation biotech company focused on developing innovative medicines for diseases where there is no effective or existing treatment, even the rarest ones. The company expedites the development of novel therapeutics through an extensive expertise in lipid science and a differentiated apoA-I-based technology platform. ABIONYX Pharma is committed to radically improving treatment outcomes in Sepsis and critical care.
