Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary

• [New] Deutsche Bank recently warned of an AI funding gap based on Bain Capital estimates of a US$ 800 billion mismatch between projected AI revenues and the investment in chips, data centers and power that would be needed to keep current growth going. The Conversation
• [New] Capital investment in AI data centers could soar from $125 billion in 2024 to $2 trillion by 2030, with facilities requiring electricity loads comparable to mid-sized cities. / USA PRG
• [New] Venture capital investment in cellular agriculture will exceed $50 billion over the next five years, driving accelerated innovation and scaling. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] Most forecasts predict Bitcoin's value to exceed $200,000, with some even projecting over $500,000 to $1 million by 2030, supported by global adoption, limited supply, and expanding institutional investment. Statesman-Examiner
• [New] The AI investment cycle could sour, as companies start cutting jobs to defend margins and capital spending falters when lofty expectations prove hard to meet. / USA CNBC
• Investors will closely scrutinize the return on investment from the massive AI expenditures by major hyperscalers like Microsoft, Alphabet, and Amazon, as any indication of misallocated capital could further depress their valuations. Financial Advisors
• As retirement anxiety continues to weigh heavily on Canadians, the Canada Pension Plan Investment Board's stewardship of the national pension plan is emerging as a stabilizing force - offering reassurance at a time when many fear their savings will not last. Markets Group
• The $9 tn figure refers to the potential capital investment between now and 2060 for energy developments within Australia, and for export developments. The Guardian
• As a cornerstone of global finance, Goldman Sachs stands to benefit from a more business-friendly Republican administration, where potential deregulation and lower corporate taxation could stimulate business investment, lending, and capital-markets activity. BNN Bloomberg
• While emerging markets are expected to account for 80% of energy demand growth over the next two decades, they receive less than 15% of global clean energy investment, revealing uneven capital flows. IMD business school for management and leadership cours
• From Ramsey Theory Group's vantage, the runway for AI investment within enterprise is still broad: Many organizations have only scratched the surface of data maturity, ecosystem readiness, and scaled-agent deployment; thus 2026 is a significant expansion phase. GlobeNewswire
• As global decarbonization requires unprecedented investment-around $1 trillion annually in developing countries by 2030-carbon credits provide a proven, scalable mechanism for verified climate action while building strategic value. ESG News
• Investment portfolios can be managed to align with the global net zero transition that is already taking place and allocate capital that generates returns over decades, enables the transition and finances the companies that will drive low-carbon economic growth. GOV.UK
• The creation of the Defence Investment Agency and the substantial capital allocation for defence infrastructure will create significant opportunities for construction firms and suppliers in the defence sector. McMillan LLP
• The Turkey Investment Platform, established in 2022 by the EU to channel investments in the candidate country, aims to generate investments to the value of €2.4 billion by end-2027, in cooperation with international financial institutions. Politis
• Digital systems will enable real-time optimization of global trade flows, autonomous vessels will handle routine cargo movements, environmental compliance will be seamlessly integrated into operations, and ship ownership will be as accessible as any other professional investment opportunity. Shipfinex.com
• Airports anticipate the implementation of a 50-year ground lease extension in early 2026, providing long-term investment stability and enabling shovel-ready capital projects that benefit both airports and the communities they serve. International Airport Review
• The energy sector will require massive capital flows for renewable energy projects, grid modernization, and growing energy needs, racking up $23 trillion in estimated investment by 2040. Visual Capitalist
• CARE gives an opportunity for climate finance and investment practicing professionals to deploy capital in an environmentally impactful and responsible way. Sustainable Finance Daily

Last updated: 02 December 2025