תחבורה

Fuel Cell Revolution: How Hydrogen Power is Transforming Transportation, Energy and Tech in 2025
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מהפכת תאי הדלק: כיצד כוח המימן משנה את התחבורה, האנרגיה והטכנולוגיה ב-2025

נכון ל-2025, כ-70,000 מלגזות תאי דלק מימן מסחריות פועלות בחברות כמו אמזון ווולמארט. ד״ר סוניטה סאטיאפל, מנהלת תוכנית המימן במשרד האנרגיה האמריקאי, ציינה בראיון מ-2025 כי יותר מ-1,000 פטנטים אמריקאיים בתחום תאי הדלק כוללים זרזים, ממברנות ואלקטרולייזרים. נכון לשנת 2025, שוק רכבי
אוגוסט 14, 2025

Technology News

  • AI valuation fears grip global investors as tech bubble concerns grow
    November 9, 2025, 2:08 AM EST. Global investors are reassessing the AI rally as shares retreat on valuation fears. The IMF and Bank of England have warned about possible bubbles in AI-related assets, while Goldman Sachs flags a potential 10-20% equity drawdown in coming years. The BoE governor cautions that productivity gains from tech could be offset by uncertain future earnings. European firms like Legrand ride the AI wave, while data-center builders and AI infra producers report robust demand. Some strategists point to resilient fundamentals and a smoother rally than feared, yet many investors are re-evaluating exposure beyond the U.S. to diversify risk. The debate continues over whether AI has created a new paradigm or an overheated market at risk of a pullback.
  • Akamai Jumps 11.5% on Q3 Beat and NVIDIA AI Cloud Launch: Is Growth Accelerating?
    November 9, 2025, 1:56 AM EST. AKAM's Q3 results beat expectations as sales reached US$1.05 billion and net income rose, even as the company rolled out the Akamai Inference Cloud in partnership with NVIDIA to deliver real-time edge AI at the network edge. The announcement reinforces a strategic pivot toward AI-powered cloud and security services while expanding into sectors such as live video, recommendations, and smart digital agents. In the near term, the launch could act as a catalyst for revenue acceleration, but execution hinges on broadening customer wins beyond a few large contracts. The core question remains whether Akamai can sustain growth as it migrates customers from legacy delivery to its edge platform, balancing growth potential with concentration risk and long-term profitability.
  • Applied Digital: New AI Contracts Fuel Growth; Analysts Mixed on Outlook
    November 9, 2025, 1:54 AM EST. Applied Digital's consensus analyst price target remains at $43.70 per share, signaling continued confidence in its long-term outlook even as the discount rate ticks up to 9.19%. Revenue growth projections remain steep, near 80%, underscoring ongoing enthusiasm for hyperscale AI infrastructure. Investors can track Fair Value shifts by adding the stock to a watchlist or portfolio, and stay plugged into the emerging story behind Applied Digital's trajectory. In sentiment, bullish firms (H.C. Wainwright, Northland, Needham, Lake Street, Craig-Hallum, Roth) have raised targets-Needham to $41 from $21, Roth to $43 from $24-driven by execution, large contracts, and a robust 4GW+ buildout pipeline with pre-leasing. Bearish notes from Citizens JMP trimmed to $35 from $40, with valuation concerns and a pipeline-driven outlook depending on leasing activity.
  • China develops space-based power system for potential particle-beam weapons
    November 9, 2025, 1:52 AM EST. China's researchers claim a space-based power system prototype could advance the concept of satellite-based particle-beam weapons. The study, led by Su Zhenhua of DFH Satellite Co., reports a ground-tested prototype delivering 2.6 megawatts of pulsed power while maintaining a synchronization accuracy of 0.63 microseconds. The aim is to control electromagnetic fields in a satellite-based accelerator to fire charged particles at targets, using kinetic and thermal energy. Experts have long noted that achieving both high power and high precision is a major hurdle, since powerful systems tend to be slower and precise systems can struggle with energy demands. The Chinese claim this prototype bridges that gap, noting traditional space systems offer under 1 megawatt and lack the timing precision for advanced applications. The report is from the South China Morning Post.
  • Werner Zorn Receives 2025 World Internet Conference Distinguished Contribution Award
    November 9, 2025, 1:42 AM EST. Werner Zorn, widely regarded as the Father of the Internet in Germany, has been honored with the 2025 World Internet Conference (WIC) Distinguished Contribution Award. A pioneer who watched and helped shape the internet's evolution in China, Zorn highlighted the rapid growth of e-commerce and its reach in retail and full-stack logistics. He praised the WIC as a platform promoting ongoing development of internet technology and its tangible benefits for daily life. Zorn expressed confidence that the WIC will continue to advance its mission: using the internet to make life better for everyone.