AGP Executive Report
Last update: 8 minutes agoEuropean Long-Range Strike Push: Germany, France, Italy, Poland, Sweden and the UK have formalized ELSA cooperation into eight project strands, covering airborne early warning, long-range SEAD and strike systems, with lead nations to develop and buy capabilities. Swedish Uranium & Permitting: Sweden’s parliament has moved to simplify uranium mining permitting, and Aura Energy says it can now advance permits for its Haggan deposit. Maritime Security Deal: UniSea is buying Kaiko Systems to add AI-powered frontline inspection and expand its full-suite maritime FMS offering. AI Infrastructure Bet: HIVE Digital Technologies targets $200M annualized GPU AI cloud revenue by end-2026, planning to roughly double its GPU fleet and citing a $220M sovereign AI GPU contract. Hospital M&A: KKR is in advanced talks to buy a majority stake in Sweden’s Medicover’s India hospital business for at least $1B, as Medicover continues IPO plans. EU Farm Tech Shift: The European Parliament approved easing rules for gene-edited crops under New Genomic Techniques, using a two-tier NGT-1/NGT-2 approach. Industrial Finance/Testing: EQT’s Intertek takeover deal keeps reshaping UK market structure as the Swedish suitor moves toward control.
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